August 1, 2022
The End of the World is Just the Beginning: Mapping the Collapse of Globalization
Peter Zeihan
We have enjoyed Peter Zeihan’s very readable books in the past, and this recent addition is another worthwhile addition to his collection. His expertise lies in geopolitics and demographics and his conclusions are stark and well-supported. The author’s basic premise is that the past 75 years have been the best, and will remain the best the world has ever seen. The American-led ‘Order’ since the end of World War II is collapsing and, along with it, the benefits of globalization. From Mr. Zeihan, “The 2020s will see a collapse of consumption and production and investment and trade almost everywhere.” The reader benefits from a deep dive into the implications for inflation, energy, agriculture, manufacturing, finance, etc. The book can help investors frame and consider the beginning cracks of de-globalization that we are already witnessing.