We continue the discussion of Peter Zeihan's book "The End of the World is just the Beginning", focusing on his financial and demographic analysis of the current state of the disintegrating world of global trade, and delving into some observations regarding specific countries around the world. We also share thoughts as to how and why an otherwise astute observer like Zeihan got things like cryptocurrencies or the Ukraine war so catastrophically wrong.

Corrections:

• At 40:14 When Dylan said "public sector net savings" he meant "private sector net savings"

Notes:

• "The End of the World is just the Beginning" by Peter Zeihan https://en.wikipedia.org/wiki/The_End_of_the_World_is_just_the_Beginning
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