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“Crazy little thing called Geopolitics” - Panel discussion with Peter Zeihan

Originally done in Oct 2023 in Mexico City

I have seen other video's of Zeihan and he has a very realistic outlook on the Green policies. It turns out the guy can add and has read some History.
 
I didn’t to start another thread, but Peter Zeihan spoke to the Tugboat Institute (I can’t believe it’s a real thing) earlier this year.

It’s an hour long but to sum up:
  • It’ll be worse before it gets better.
  • Canada isn’t as badly off as we (on here) think.
  • I wouldn’t advise buying property in Australia.
  • China and Germany? They’re F’d.

 
Dimsum, great piece by Zeihan…he’s quantifyingly excellent!

Wow…China…China Syndrome indeed…

Edit to add: great analysis of the balloon and Russian/Chinese banking isolation as well.

Edit#2: re: 56:00…consider buying into Nutrien Inc. or other source of investment in potash…
 
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I didn’t to start another thread, but Peter Zeihan spoke to the Tugboat Institute (I can’t believe it’s a real thing) earlier this year.

It’s an hour long but to sum up:
  • It’ll be worse before it gets better.
  • Canada isn’t as badly off as we (on here) think.
  • I wouldn’t advise buying property in Australia.
  • China and Germany? They’re F’d.

Thanks for that.
 

Peter Zeihan’s take on immigration, specifically focusing on Canada and Germany as examples.

Based on demographics and economics, he thinks we did (and are doing) the right thing because it was done in stages, and we don’t have a long history of only being one culture.
 

Peter Zeihan’s take on immigration, specifically focusing on Canada and Germany as examples.

Based on demographics and economics, he thinks we did (and are doing) the right thing because it was done in stages, and we don’t have a long history of only being one culture.
More that we initiated the right idea, but when it came time to properly manage things, we crapped the bed on implementation.

To wit:
Canada jumped on the immigration train fairly early in order to counteract their demographic decline. This influx of young immigrants helped stabilize the population, boosted labor productivity, and brought in more taxes than it cost in benefits.

And potential productivity increase was squandered and Canada’s productivity continues to fall…and taxes were spent on programs that also didn’t serve to increase Canada’s per capita productivity…but yay, Canada!
1726953239979.png
 
More that we initiated the right idea, but when it came time to properly manage things, we crapped the bed on implementation.

To wit:


And potential productivity increase was squandered and Canada’s productivity continues to fall…and taxes were spent on programs that also didn’t serve to increase Canada’s per capita productivity…but yay, Canada!
View attachment 88135
Hey, I’m not saying we did it perfectly, but looking south some things aren’t that bad.
 
We did it so imperfectly, we have turned the majority of Canadians against immigration.

Well played, Liberals, well played….

Its almost like they pushed so far left they made the center as mush their opposition as the right.
 
For the record:

Demographic decline has been government policy since 1972.

We are replacing a population we were told not to create.
 

Dogma.

The Davos Manifesto​

At the third European Management Symposium, the Forum broadened its European focus, picking the theme “Shaping Your Future in Europe”.

1973​

At the third European Management Symposium, the Forum broadened its European focus, picking the theme “Shaping Your Future in Europe”. His Royal Highness Prince Bernhard of the Netherlands was the honorary sponsor and the Commission of the European Communities renewed its patronage.

Two developments distinguished this Davos meeting. First, Aurelio Peccei, the Italian industrialist, delivered a speech summarizing The Limits to Growth, a book that had been commissioned by the Club of Rome, the global think tank that he founded. When it was published in 1972, the study had caused a sensation for calling into question the sustainability of global economic growth. The authors outlined the choices that society had to make to reconcile economic development and environmental constraints. The landmark publication sold more than 12 million copies and was translated into over 30 languages.

Second, participants took the initiative to draft a code of ethics based on Klaus Schwab’s stakeholder concept. With just one abstention, all participants approved the text in the final session of the symposium.

From its beginning, the Forum set out the principle that it should neither act as an advocacy group nor express any opinions on behalf of its members or participants. The Davos Manifesto was a rare exception to this policy.

In 1973, the Foundation began to expand its activities beyond organizing the annual Davos meeting. To add value to its services, the Forum launched three initiatives aimed at capturing and disseminating knowledge through publications, developing regional and country-focused activities, and creating communities to expand and deepen the discussion of pressing global issues.

These were:
  • the launch of Synopsis, a documentation service that provided European business leaders with information on public policy and government strategy
  • the holding of two roundtables – the first on Europe at the European Commission in Brussels in May and the second on Germany in Bonn in November – to promote interaction between the business community and European governments, including the European Commission
  • the creation of the European Club for Cooperative Management, the first high-level community of the Forum
With these initiatives and the Davos Manifesto, the European Management Forum was moving deliberately to construct a wider, more substantial platform for business, government, civil society and other stakeholders to work together to address important global issues. Klaus Schwab, who had been named Professor of Strategic Management at the University of Geneva, where he lectured until 2003, would later expand his stakeholder principle into a wider concept of global corporate citizenship, which stipulated that corporations, along with government and civil society, are themselves stakeholders in the global commons. The Forum’s own development would reflect the evolution of Schwab’s original idea.

....

And the Prince Bernhard Connection


...

 
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The end of the world as we knew it ....

View attachment 88152 View attachment 88153


The end of optimism and the re-imposition of serfdom.

It's interesting to see that the ghost of Thomas Malthus still roams the landscape these days ;)

Thomas Malthus (born February 13/14, 1766, Rookery, near Dorking, Surrey, England—died December 29, 1834, St. Catherine, near Bath, Somerset) was an English economist and demographer who is best known for his theory that population growth will always tend to outrun the food supply and that betterment of humankind is impossible without stern limits on reproduction. This thinking is commonly referred to as Malthusianism.

 
Technology and innovation has made so there is actually abundant food and food potentiel. The challenge is gathering, storing, transporting and distributing it. Food and water are considered and used as weapons in many parts of the globe. Generally by locals who want to subdue or remove other locals from a different group.
Prior to the Ukraine war, Russia was the largest exporter of grains in the world. Beating out Canada. Had Russia had the foresight to create a free trade deal with Ukraine for growing, and shipping grain, both countries would be getting significant revenues from that deal.
 
Before 1972 I grew up in a world of abundant food from the green revolution, less disease due to antibiotics, the eradication of malaria due to DDT, the prospect of clean cheap energy from nuclear power plants and access to the solar system and the asteroid belt.

Define Lagrange 5. It used to be well known.
 
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