Manage episode 349552370 series 1451365
If anyone can make Dan exclaim, "If you don't get the hell away from your microphone, I'm going to keep you here all day," it's today's Stansberry Investor Hour guest: geopolitical strategist and New York Times bestselling author Peter Zeihan.
But first, Dan and his co-host Corey McLaughlin kick off the show by dissecting the conflicting – and confusing – news headlines on the direction of stocks and housing into 2023. The duo also evaluates ARK Investment Management founder Cathie Wood's latest Twitter ramblings (and why she sounds like a certain founder of a certain defunct cryptocurrency exchange).
Circling back to today's guest, Peter is also the founder of his own firm, Zeihan on Geopolitics, where he provides his expert analysis to clients that include Fortune 500 companies, trade associations, policymakers, and government agencies of all levels. His first three books – The Absent Superpower, The Accidental Superpower, and Disunited Nations – have been recommended by U.S. Senator Mitt Romney, political scientist Ian Bremmer, and CNN anchor Fareed Zakaria. His fourth book, The End of the World Is Just the Beginning: Mapping the Collapse of Globalization, was published in June 2022 and is a New York Times bestseller.
And in this week's episode, he and Dan start by diving into the topic of deglobalization. Peter says the pace of deglobalization has accelerated since the start of the current decade – fueled by declining birth rates and an aging population. Additional kindling has come in the form of the COVID-19 pandemic, Chinese President Xi Jinping's narcissistic "cult of personality," and the Russia-Ukraine war. Global economies are in for some grim times... And as Peter puts it, "We are looking at the end of the world that we understand – probably in the next 36 months."