Peter Zeihan - thots?
Anyone read his books including his most recent one? I thought his first and third book were great, and am halfway through his fourth which is scarier than the rest, although is, at a minimum, very entertaining. All uber bearish on the globalized economy given terminal demographics pretty much everywhere, the continual breakdown of easy transport, and the end of “more”.
Would love to hear some thoughts and if anyone is talking about this stuff on your desks or if it’s all just baked in at more sophisticated shops or no one cares.
Not going to sum his work up here - plenty of recent presentations from him to agg firms or military groups on YouTube (great time killer for a commute, recommend the hour long ones or else they lose the details quick). I’m at a smaller shop where the normal chatter is more required MBA business reading, politics, and hot news topics…
Hi George Harris, any of these discussions helpful:
More suggestions...
If those topics were completely useless, don't blame me, blame my programmers...
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