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Alternative Market Briefing

The Big Picture: The end of globalisation is nigh

Friday, August 12, 2022

amb
Peter Zeihan
B. G., Opalesque Geneva:

"Historically speaking," says Peter Zeihan, "we live in an embarrassment of riches and peace… we have been living in a perfect moment. And it is passing."

Geopolitical strategist Peter Zeihan is forecasting the end of globalisation, and in the wake of said end of globalisation, a very dire global status quo in his fourth and latest book, The end of the world is just the beginning, published in mid-June.

If it is true that doom sells, then this book should do so like hot cakes. It is compelling through its conversational, occasionally-derisive, and certainly provocative style. His analysis, which uses a lot of raw data crunched by his firm, is highly conceivable.

He mixes both geopolitics and demography data to forecast the future of global economic structures, "or, to be more accurate, their soon-to-be lack thereof", covering transport, finance, energy, industrial materials, manufacturing, and agriculture (including the environmental changes that will affect the latter in various locations).

The crux of the problem, he posits, is that in the last 75 years, we have been living in that perfect moment. At the end of WWII, the Americans created history's greatest alliance to contain the Soviet Union. To cement the alliance, they fostered an environment of global security now known as free trade, or......................

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