This Is The Way The World Ends (w/ Zeihan & Gertken)

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?

The conversation ranges from deglobalization and collapsing oil supply chains to the demographic cliff facing the developed world, the odds of deflation versus inflation in the 2030s, and whether the global order ends up multipolar, bipolar, or unipolar. They also debate the odds of a US-China clash over Taiwan, and whether the nation-state can survive a coming showdown with the tech companies and billionaires who increasingly control critical infrastructure - including orbit.

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Timestamps:

(00:00) - Welcome and Setup

(02:05) - Reunion at the Table

(03:11) - Episode Premise and Format

(04:22) - Zeihan on Deglobalization

(06:42) - Energy Shock Fallout

(08:52) - Demographics and Demand Crash

(11:03) - Deflation vs Inflation Debate

(16:25) - Drone Warfare Dark Turn