Economics Predicted This War: Prof Jiang’s Dire Warning for How This Ends

If you have dollars in your wallet, just If you have dollars in your wallet, just know that money only has value because know that money only has value because know that money only has value because of oil. And right now, the US is in of oil. And right now, the US is in of oil. And right now, the US is in danger of getting tricked into a danger of getting tricked into a danger of getting tricked into a protracted ground war with the very protracted ground war with the very protracted ground war with the very country that controls the flow of a huge country that controls the flow of a huge country that controls the flow of a huge chunk of the world's oil. If that chunk of the world's oil. If that chunk of the world's oil. If that happens and they lose, the money in your happens and they lose, the money in your happens and they lose, the money in your wallet becomes worthless and the wallet becomes worthless and the wallet becomes worthless and the American empire dies. Not with a American empire dies. Not with a American empire dies. Not with a whimper, but with a bang. At least whimper, but with a bang. At least whimper, but with a bang. At least that's what one of the most viral that's what one of the most viral that's what one of the most viral analysts on the internet, according to analysts on the internet, according to analysts on the internet, according to Google Trends, told me yesterday in a Google Trends, told me yesterday in a Google Trends, told me yesterday in a long- form interview. Despite being long- form interview. Despite being long- form interview. Despite being almost entirely unknown just a few almost entirely unknown just a few almost entirely unknown just a few months ago, this analyst has gone months ago, this analyst has gone months ago, this analyst has gone hyperviral recently for predicting that hyperviral recently for predicting that hyperviral recently for predicting that Trump would attack Iran. And I don't Trump would attack Iran. And I don't Trump would attack Iran. And I don't mean that he made that prediction after mean that he made that prediction after mean that he made that prediction after Trump bombed Fordo or even after he Trump bombed Fordo or even after he Trump bombed Fordo or even after he started sending troops to the region. He started sending troops to the region. He started sending troops to the region. He made that prediction back in May of made that prediction back in May of made that prediction back in May of 2024, 2024, 2024, almost 2 years ago, before Trump was almost 2 years ago, before Trump was almost 2 years ago, before Trump was even reelected. He stood in front of a even reelected. He stood in front of a even reelected. He stood in front of a camera and his students and mapped out camera and his students and mapped out camera and his students and mapped out Trump's reelection and the fact that he Trump's reelection and the fact that he Trump's reelection and the fact that he would inevitably launch a war against would inevitably launch a war against would inevitably launch a war against Iran with uncomfortable precision. He Iran with uncomfortable precision. He Iran with uncomfortable precision. He laid out the justification, the trap laid out the justification, the trap laid out the justification, the trap that's waiting for Trump, the unraveling that's waiting for Trump, the unraveling that's waiting for Trump, the unraveling of an empire, and more beat by beat. His of an empire, and more beat by beat. His of an empire, and more beat by beat. His name is Professor G. Young. And the name is Professor G. Young. And the name is Professor G. Young. And the reason he could see all of this coming reason he could see all of this coming reason he could see all of this coming when almost nobody else did is that he's when almost nobody else did is that he's when almost nobody else did is that he's using a very specific framework that using a very specific framework that using a very specific framework that you're going to want to understand that you're going to want to understand that you're going to want to understand that has led him to some startlingly accurate has led him to some startlingly accurate has led him to some startlingly accurate conclusions. In five parts, I'm going to conclusions. In five parts, I'm going to conclusions. In five parts, I'm going to break down this framework, the stark break down this framework, the stark break down this framework, the stark economic thesis that predicted this war, economic thesis that predicted this war, economic thesis that predicted this war, its potential outcome, and what comes its potential outcome, and what comes its potential outcome, and what comes next, as well as who the winners and next, as well as who the winners and next, as well as who the winners and losers are likely to be, and how you can losers are likely to be, and how you can losers are likely to be, and how you can prepare yourself for what's coming if prepare yourself for what's coming if prepare yourself for what's coming if all of this comes true. Now, if you're all of this comes true. Now, if you're all of this comes true. Now, if you're like me, section 4 is going to make you like me, section 4 is going to make you like me, section 4 is going to make you mad, but it's worth understanding if you mad, but it's worth understanding if you mad, but it's worth understanding if you want to know what's going on and how to want to know what's going on and how to want to know what's going on and how to position yourself to win. Welcome to position yourself to win. Welcome to position yourself to win. Welcome to part one, the framework that predicts part one, the framework that predicts part one, the framework that predicts the future. In May of 24, Professor the future. In May of 24, Professor the future. In May of 24, Professor Gang's lecture predicting this war had Gang's lecture predicting this war had Gang's lecture predicting this war had fewer than a thousand views. When the fewer than a thousand views. When the fewer than a thousand views. When the bomb started falling on Iran, however, bomb started falling on Iran, however, bomb started falling on Iran, however, it went to a million views in just 72 it went to a million views in just 72 it went to a million views in just 72 hours. The world suddenly needed to hours. The world suddenly needed to hours. The world suddenly needed to know, how did this guy see this coming? know, how did this guy see this coming? know, how did this guy see this coming? Jang's framework combines three things. Jang's framework combines three things. Jang's framework combines three things. Game theory, historical pattern Game theory, historical pattern Game theory, historical pattern recognition, and something he calls recognition, and something he calls recognition, and something he calls predictive history. Something that he predictive history. Something that he predictive history. Something that he borrowed from Isaac Azimov, namely that borrowed from Isaac Azimov, namely that borrowed from Isaac Azimov, namely that large-scale human behavior follows large-scale human behavior follows large-scale human behavior follows structural patterns that repeat across structural patterns that repeat across structural patterns that repeat across centuries. Not because people are centuries. Not because people are centuries. Not because people are predictable, but because the economic predictable, but because the economic predictable, but because the economic and geographic forces acting on them and geographic forces acting on them and geographic forces acting on them are. strip away the personalities, the are. strip away the personalities, the are. strip away the personalities, the ideology, the news cycle noise, and you ideology, the news cycle noise, and you ideology, the news cycle noise, and you can see where things are actually can see where things are actually can see where things are actually headed. That's how he called this war 2 headed. That's how he called this war 2 headed. That's how he called this war 2 years early. And that's the lens that years early. And that's the lens that years early. And that's the lens that we're going to use right now. And our we're going to use right now. And our we're going to use right now. And our first stop is 1971 first stop is 1971 first stop is 1971 when Nixon cut the dollar loose from when Nixon cut the dollar loose from when Nixon cut the dollar loose from gold. The dollar should have collapsed, gold. The dollar should have collapsed, gold. The dollar should have collapsed, becoming just another fiat currency becoming just another fiat currency becoming just another fiat currency drowning in its own debt. But it didn't. drowning in its own debt. But it didn't. drowning in its own debt. But it didn't. Instead, it was saved by one of the most Instead, it was saved by one of the most Instead, it was saved by one of the most consequential backroom deals in modern consequential backroom deals in modern consequential backroom deals in modern history. A one-two punch that rewired history. A one-two punch that rewired history. A one-two punch that rewired the entire global economy and kept the the entire global economy and kept the the entire global economy and kept the dollar indispensable, not by law, but by dollar indispensable, not by law, but by dollar indispensable, not by law, but by structural necessity. The new system has structural necessity. The new system has structural necessity. The new system has a name. We call it the petro dollar. And a name. We call it the petro dollar. And a name. We call it the petro dollar. And Iran is the country that sits on top of Iran is the country that sits on top of Iran is the country that sits on top of the one geographic choke point that can the one geographic choke point that can the one geographic choke point that can bring the whole system to its knees. And bring the whole system to its knees. And bring the whole system to its knees. And that's why every time you turn around, a that's why every time you turn around, a that's why every time you turn around, a US president, not just Trump, is saying, US president, not just Trump, is saying, US president, not just Trump, is saying, "We have got to do something about "We have got to do something about "We have got to do something about Iran." When you've got a madman that Iran." When you've got a madman that Iran." When you've got a madman that lives on the same street as your company lives on the same street as your company lives on the same street as your company headquarters, and he's constantly waving headquarters, and he's constantly waving headquarters, and he's constantly waving a gun around threatening your a gun around threatening your a gun around threatening your livelihood, odds are you're going to livelihood, odds are you're going to livelihood, odds are you're going to feel some type of way about that. And feel some type of way about that. And feel some type of way about that. And when the only policeman in the world is when the only policeman in the world is when the only policeman in the world is you, you're going to be tempted to act, you, you're going to be tempted to act, you, you're going to be tempted to act, even if it needs to be violently to even if it needs to be violently to even if it needs to be violently to ensure business remains good. the ensure business remains good. the ensure business remains good. the company stays open and your dollars keep company stays open and your dollars keep company stays open and your dollars keep flowing. That's what this war is flowing. That's what this war is flowing. That's what this war is actually about. And once you understand actually about. And once you understand actually about. And once you understand Iran is the madman at the end of the Iran is the madman at the end of the Iran is the madman at the end of the street and you see it through that lens, street and you see it through that lens, street and you see it through that lens, everything, the bombing of Ford Dao, the everything, the bombing of Ford Dao, the everything, the bombing of Ford Dao, the ships in the straight, the desperate ships in the straight, the desperate ships in the straight, the desperate scramble for a victory that keeps not scramble for a victory that keeps not scramble for a victory that keeps not arriving. All of it, everything snaps arriving. All of it, everything snaps arriving. All of it, everything snaps into focus. Here's how the petro dollar into focus. Here's how the petro dollar into focus. Here's how the petro dollar actually works in practice. the Gulf actually works in practice. the Gulf actually works in practice. the Gulf States, Saudi Arabia, the UAE, Kuwait, States, Saudi Arabia, the UAE, Kuwait, States, Saudi Arabia, the UAE, Kuwait, and the rest of the GCC nations, they and the rest of the GCC nations, they and the rest of the GCC nations, they sell their oil exclusively in dollars, sell their oil exclusively in dollars, sell their oil exclusively in dollars, which means every country on Earth that which means every country on Earth that which means every country on Earth that needs energy has to acquire dollars needs energy has to acquire dollars needs energy has to acquire dollars first. Every country needs energy every first. Every country needs energy every first. Every country needs energy every day. That structural demand is what day. That structural demand is what day. That structural demand is what keeps the dollar positioned as the keeps the dollar positioned as the keeps the dollar positioned as the world's reserve currency, even as world's reserve currency, even as world's reserve currency, even as America runs deficits that would have America runs deficits that would have America runs deficits that would have collapsed any other currency on Earth. collapsed any other currency on Earth. collapsed any other currency on Earth. And crucially, those dollars do not just And crucially, those dollars do not just And crucially, those dollars do not just sit in vaults in the Middle East. They sit in vaults in the Middle East. They sit in vaults in the Middle East. They get put to work in the economy all over. get put to work in the economy all over. get put to work in the economy all over. The Gulf States take their petro dollar The Gulf States take their petro dollar The Gulf States take their petro dollar earnings and invest them. And for earnings and invest them. And for earnings and invest them. And for decades, the most promising market in decades, the most promising market in decades, the most promising market in the world was the US market. And the the world was the US market. And the the world was the US market. And the safest bet, the thing literally known as safest bet, the thing literally known as safest bet, the thing literally known as the risk-free rate of returns is US the risk-free rate of returns is US the risk-free rate of returns is US Treasury bonds. So the GCC countries Treasury bonds. So the GCC countries Treasury bonds. So the GCC countries poured money into US treasuries creating poured money into US treasuries creating poured money into US treasuries creating a near endless demand for US debt. And a near endless demand for US debt. And a near endless demand for US debt. And when the rate of return went too low, when the rate of return went too low, when the rate of return went too low, the money flowed into US equity markets. the money flowed into US equity markets. the money flowed into US equity markets. And recently that money has been And recently that money has been And recently that money has been specifically flowing into US artificial specifically flowing into US artificial specifically flowing into US artificial intelligence infrastructure and it intelligence infrastructure and it intelligence infrastructure and it flowed in in massive quantities. When flowed in in massive quantities. When flowed in in massive quantities. When Trump came back from his Middle East Trump came back from his Middle East Trump came back from his Middle East tour early in year one of his second tour early in year one of his second tour early in year one of his second term, he announced to much fanfare that term, he announced to much fanfare that term, he announced to much fanfare that he had secured roughly two trillion he had secured roughly two trillion he had secured roughly two trillion dollars in Gulf investment commitments dollars in Gulf investment commitments dollars in Gulf investment commitments to the United States. Something that the to the United States. Something that the to the United States. Something that the Gulf States have been doing anyway, but Gulf States have been doing anyway, but Gulf States have been doing anyway, but they know to package it up as a gift. they know to package it up as a gift. they know to package it up as a gift. The overwhelming majority of that money The overwhelming majority of that money The overwhelming majority of that money was earmarked for AI data centers, was earmarked for AI data centers, was earmarked for AI data centers, chips, the physical buildout of the AI chips, the physical buildout of the AI chips, the physical buildout of the AI economy. That means that two of economy. That means that two of economy. That means that two of America's most important economic America's most important economic America's most important economic pillars, the petro dollar and the AI pillars, the petro dollar and the AI pillars, the petro dollar and the AI infrastructure investments that we're infrastructure investments that we're infrastructure investments that we're banking our entire future and economy on banking our entire future and economy on banking our entire future and economy on are tied to money created by oil tankers are tied to money created by oil tankers are tied to money created by oil tankers flowing through the straight of Hormuz. flowing through the straight of Hormuz. flowing through the straight of Hormuz. I hope it's all starting to make sense I hope it's all starting to make sense I hope it's all starting to make sense now. The very place being threatened by now. The very place being threatened by now. The very place being threatened by the theocratic regime that waves its the theocratic regime that waves its the theocratic regime that waves its guns around at the rest of the world guns around at the rest of the world guns around at the rest of the world screams death to America and desperately screams death to America and desperately screams death to America and desperately wants to disrupt the growing wants to disrupt the growing wants to disrupt the growing relationship between the US, Israel, and relationship between the US, Israel, and relationship between the US, Israel, and the GCC countries. Something that has the GCC countries. Something that has the GCC countries. Something that has only been growing stronger with the only been growing stronger with the only been growing stronger with the Abraham Accords, hence the October 7th Abraham Accords, hence the October 7th Abraham Accords, hence the October 7th attack. Prior to Trump, everyone had attack. Prior to Trump, everyone had attack. Prior to Trump, everyone had been willing to accept the fragile been willing to accept the fragile been willing to accept the fragile stability in the Middle East. Keep your stability in the Middle East. Keep your stability in the Middle East. Keep your head down. Keep the dollars flowing. head down. Keep the dollars flowing. head down. Keep the dollars flowing. That was the mantra. You can sanction That was the mantra. You can sanction That was the mantra. You can sanction Iran, but otherwise leave them alone. Iran, but otherwise leave them alone. Iran, but otherwise leave them alone. But Trump just couldn't leave well But Trump just couldn't leave well But Trump just couldn't leave well enough alone. Whether because he really enough alone. Whether because he really enough alone. Whether because he really feared them becoming nuclear and taking feared them becoming nuclear and taking feared them becoming nuclear and taking control of the strait, or because he was control of the strait, or because he was control of the strait, or because he was feeling himself a little bit too much feeling himself a little bit too much feeling himself a little bit too much after Venezuela, or because Israel wants after Venezuela, or because Israel wants after Venezuela, or because Israel wants a war between Gog and Magog. More on a war between Gog and Magog. More on a war between Gog and Magog. More on that later, or something else entirely. that later, or something else entirely. that later, or something else entirely. Trump decided to launch the war. And Trump decided to launch the war. And Trump decided to launch the war. And history provided us with a swift history provided us with a swift history provided us with a swift reminder that the only law of history is reminder that the only law of history is reminder that the only law of history is the law of unintended consequences. And the law of unintended consequences. And the law of unintended consequences. And thusly the straight of Hormuz was thusly the straight of Hormuz was thusly the straight of Hormuz was immediately shut down not by Iran but by immediately shut down not by Iran but by immediately shut down not by Iran but by the insurance companies who feared Iran the insurance companies who feared Iran the insurance companies who feared Iran would attack the ships. And they were would attack the ships. And they were would attack the ships. And they were right. Make no mistake. This is why Iran right. Make no mistake. This is why Iran right. Make no mistake. This is why Iran has always been the pressure point. Iran has always been the pressure point. Iran has always been the pressure point. Iran doesn't need to beat the United States doesn't need to beat the United States doesn't need to beat the United States military to win this war. All they have military to win this war. All they have military to win this war. All they have to do is make the straight unusable. to do is make the straight unusable. to do is make the straight unusable. Mines, drones, missiles, asymmetric Mines, drones, missiles, asymmetric Mines, drones, missiles, asymmetric warfare that doesn't require a navy. warfare that doesn't require a navy. warfare that doesn't require a navy. Just chaos. Disrupt the straight and the Just chaos. Disrupt the straight and the Just chaos. Disrupt the straight and the oil stops flowing. The petro dollar oil stops flowing. The petro dollar oil stops flowing. The petro dollar cracks, the Gulf States panic, and that cracks, the Gulf States panic, and that cracks, the Gulf States panic, and that $2 trillion that was supposed to fund $2 trillion that was supposed to fund $2 trillion that was supposed to fund the American AI economy, it goes into the American AI economy, it goes into the American AI economy, it goes into defense instead. Here's what Jang's defense instead. Here's what Jang's defense instead. Here's what Jang's framework showed him that so many other framework showed him that so many other framework showed him that so many other people missed. The growing alliance people missed. The growing alliance people missed. The growing alliance between Iran, Russia, and China create between Iran, Russia, and China create between Iran, Russia, and China create an existential danger to the US, an existential danger to the US, an existential danger to the US, especially because right now the US is a especially because right now the US is a especially because right now the US is a declining empire. And when you combine declining empire. And when you combine declining empire. And when you combine that with the incentives facing Iran, that with the incentives facing Iran, that with the incentives facing Iran, plus the incentives of Israel and Saudi plus the incentives of Israel and Saudi plus the incentives of Israel and Saudi Arabia, it becomes impossible for Trump Arabia, it becomes impossible for Trump Arabia, it becomes impossible for Trump to stop himself from attacking Iran. I'm to stop himself from attacking Iran. I'm to stop himself from attacking Iran. I'm going to break all of that down. First, going to break all of that down. First, going to break all of that down. First, just understand not only did the just understand not only did the just understand not only did the circumstances dictate that Trump was circumstances dictate that Trump was circumstances dictate that Trump was guaranteed to attack Iran, the guaranteed to attack Iran, the guaranteed to attack Iran, the circumstances guaranteed that it would circumstances guaranteed that it would circumstances guaranteed that it would be impossible for him to win once he be impossible for him to win once he be impossible for him to win once he did. Jang could see that for reasons did. Jang could see that for reasons did. Jang could see that for reasons that are going to become incredibly that are going to become incredibly that are going to become incredibly clear. The attack would cause Trump to clear. The attack would cause Trump to clear. The attack would cause Trump to lose control of the very thing he was lose control of the very thing he was lose control of the very thing he was trying to protect, the Straight of trying to protect, the Straight of trying to protect, the Straight of Hormuz. Welcome to part two, the part of Hormuz. Welcome to part two, the part of Hormuz. Welcome to part two, the part of history everyone has forgotten to history everyone has forgotten to history everyone has forgotten to understand why Iran specifically is the understand why Iran specifically is the understand why Iran specifically is the pressure point on the US and why it was pressure point on the US and why it was pressure point on the US and why it was the pressure point on the British before the pressure point on the British before the pressure point on the British before that and why in this moment the US was that and why in this moment the US was that and why in this moment the US was guaranteed to attack. You need to guaranteed to attack. You need to guaranteed to attack. You need to understand a piece of paper written by a understand a piece of paper written by a understand a piece of paper written by a British geographer back in 1904. His British geographer back in 1904. His British geographer back in 1904. His name was Halford Mckinder and what he name was Halford Mckinder and what he name was Halford Mckinder and what he published in 1904 was one of the most published in 1904 was one of the most published in 1904 was one of the most important and least talked about important and least talked about important and least talked about strategic documents in modern history strategic documents in modern history strategic documents in modern history and it continues to echo to this day. and it continues to echo to this day. and it continues to echo to this day. Controlling behavior that most people Controlling behavior that most people Controlling behavior that most people simply do not understand. Mckinder simply do not understand. Mckinder simply do not understand. Mckinder looked at the world and saw something looked at the world and saw something looked at the world and saw something that basically everybody had missed. For that basically everybody had missed. For that basically everybody had missed. For centuries, the tiny island of Britain centuries, the tiny island of Britain centuries, the tiny island of Britain had managed to dominate the globe by had managed to dominate the globe by had managed to dominate the globe by ensuring that they had the largest navy ensuring that they had the largest navy ensuring that they had the largest navy so that they could control the seas. so that they could control the seas. so that they could control the seas. Given that trade happened on the seas Given that trade happened on the seas Given that trade happened on the seas back in the day, it didn't matter how back in the day, it didn't matter how back in the day, it didn't matter how big your country was. It mattered how big your country was. It mattered how big your country was. It mattered how powerful your navy was. As an island powerful your navy was. As an island powerful your navy was. As an island nation, Britain understood that that was nation, Britain understood that that was nation, Britain understood that that was the only way for them to dominate the the only way for them to dominate the the only way for them to dominate the world. And dominate they did. At their world. And dominate they did. At their world. And dominate they did. At their height, they literally controlled all of height, they literally controlled all of height, they literally controlled all of global trade. They controlled the open global trade. They controlled the open global trade. They controlled the open sea, the shipping lanes, the choke sea, the shipping lanes, the choke sea, the shipping lanes, the choke points, the ports. If you wanted to move points, the ports. If you wanted to move points, the ports. If you wanted to move goods or armies, you had to put them on goods or armies, you had to put them on goods or armies, you had to put them on a boat. And if you put them on a boat, a boat. And if you put them on a boat, a boat. And if you put them on a boat, you had to deal with the British Navy. you had to deal with the British Navy. you had to deal with the British Navy. But railroads were going to change But railroads were going to change But railroads were going to change everything. And they knew it. For the everything. And they knew it. For the everything. And they knew it. For the first time in human history, you could first time in human history, you could first time in human history, you could move enormous quantities of goods and move enormous quantities of goods and move enormous quantities of goods and soldiers across land faster than ships soldiers across land faster than ships soldiers across land faster than ships could carry them by sea. And that meant could carry them by sea. And that meant could carry them by sea. And that meant that whoever could unite the great that whoever could unite the great that whoever could unite the great Eurasian landmass, the stretch of Eurasian landmass, the stretch of Eurasian landmass, the stretch of territory running from Eastern Europe territory running from Eastern Europe territory running from Eastern Europe through Russia through the Middle East through Russia through the Middle East through Russia through the Middle East all the way to China would have access all the way to China would have access all the way to China would have access to a combined pool of energy, to a combined pool of energy, to a combined pool of energy, manufacturing capacity, and population manufacturing capacity, and population manufacturing capacity, and population that no navy in the world could blockade that no navy in the world could blockade that no navy in the world could blockade or stop. Now, Mckinder knew England's an or stop. Now, Mckinder knew England's an or stop. Now, Mckinder knew England's an island, so it's got to have some island, so it's got to have some island, so it's got to have some solution. Mckinder called this territory solution. Mckinder called this territory solution. Mckinder called this territory the heartland. and his warning was the heartland. and his warning was the heartland. and his warning was blunt. If any power ever manages to blunt. If any power ever manages to blunt. If any power ever manages to unite it, the game is over for whoever unite it, the game is over for whoever unite it, the game is over for whoever controls the seas. The seas just won't controls the seas. The seas just won't controls the seas. The seas just won't matter anymore. Britain's response was matter anymore. Britain's response was matter anymore. Britain's response was to make sure that nobody ever united the to make sure that nobody ever united the to make sure that nobody ever united the heartland by any means necessary. Fund heartland by any means necessary. Fund heartland by any means necessary. Fund wars, back opposing factions, keep wars, back opposing factions, keep wars, back opposing factions, keep Europe and Asia divided and at each Europe and Asia divided and at each Europe and Asia divided and at each other's throats, force commerce back other's throats, force commerce back other's throats, force commerce back onto the water where the British Navy onto the water where the British Navy onto the water where the British Navy could control it. the Napoleonic Wars, could control it. the Napoleonic Wars, could control it. the Napoleonic Wars, which most people think of as a story which most people think of as a story which most people think of as a story just about French ambition. It's that, just about French ambition. It's that, just about French ambition. It's that, but in large part, it was about Britain but in large part, it was about Britain but in large part, it was about Britain spending enormous amounts of blood and spending enormous amounts of blood and spending enormous amounts of blood and treasure to make sure France didn't treasure to make sure France didn't treasure to make sure France didn't unify continental Europe. Same with unify continental Europe. Same with unify continental Europe. Same with Russia's attempts to push towards warm Russia's attempts to push towards warm Russia's attempts to push towards warm water ports. Same with backing the water ports. Same with backing the water ports. Same with backing the Ottoman Empire to keep Russia contained. Ottoman Empire to keep Russia contained. Ottoman Empire to keep Russia contained. Every major British geopolitical move Every major British geopolitical move Every major British geopolitical move for 150 years was a variation on that for 150 years was a variation on that for 150 years was a variation on that same theme. Prevent Eurasian same theme. Prevent Eurasian same theme. Prevent Eurasian unification. Keep the heartland divided. unification. Keep the heartland divided. unification. Keep the heartland divided. Then when the British Empire was simply Then when the British Empire was simply Then when the British Empire was simply too battered, bruised, and indebted too battered, bruised, and indebted too battered, bruised, and indebted after World War II, they were forced to after World War II, they were forced to after World War II, they were forced to pass the baton onto the new great power, pass the baton onto the new great power, pass the baton onto the new great power, the United States. and America the United States. and America the United States. and America understood the playbook and they have understood the playbook and they have understood the playbook and they have been running the exact same method ever been running the exact same method ever been running the exact same method ever since. Different tools, sure, but same since. Different tools, sure, but same since. Different tools, sure, but same objective. objective. objective. 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And now, let's get back to the show. show. show. Do not let Mckinder's Heartland get Do not let Mckinder's Heartland get Do not let Mckinder's Heartland get united. Then it keeps everything on the united. Then it keeps everything on the united. Then it keeps everything on the seas. And when you're the US and you're seas. And when you're the US and you're seas. And when you're the US and you're far away from Asia and you're far away far away from Asia and you're far away far away from Asia and you're far away from Europe, now all of a sudden you from Europe, now all of a sudden you from Europe, now all of a sudden you keep everything on the oceans where you keep everything on the oceans where you keep everything on the oceans where you with your major navy can control the with your major navy can control the with your major navy can control the entire globe. Now with that in mind, entire globe. Now with that in mind, entire globe. Now with that in mind, look at the BRICS partnership. Look at look at the BRICS partnership. Look at look at the BRICS partnership. Look at Iran and China through that lens. Look Iran and China through that lens. Look Iran and China through that lens. Look at Venezuela and its Chinese oil at Venezuela and its Chinese oil at Venezuela and its Chinese oil shipments through that lens. Look at shipments through that lens. Look at shipments through that lens. Look at Trump's attempts to seduce Russia away Trump's attempts to seduce Russia away Trump's attempts to seduce Russia away from China through that lens. Russia and from China through that lens. Russia and from China through that lens. Russia and China are already aligned. Russian China are already aligned. Russian China are already aligned. Russian energy, Chinese manufacturing, two of energy, Chinese manufacturing, two of energy, Chinese manufacturing, two of the three legs of a potential heartland the three legs of a potential heartland the three legs of a potential heartland alliance already connected. The US knows alliance already connected. The US knows alliance already connected. The US knows that the thing Mckender spent his entire that the thing Mckender spent his entire that the thing Mckender spent his entire career warning the world about is career warning the world about is career warning the world about is already halfbuilt. Iran is the third already halfbuilt. Iran is the third already halfbuilt. Iran is the third leg. Geographically, Iran is the leg. Geographically, Iran is the leg. Geographically, Iran is the keystone. It's the bridge between keystone. It's the bridge between keystone. It's the bridge between Russian energy to the north, Chinese Russian energy to the north, Chinese Russian energy to the north, Chinese manufacturing to the east, and the oil manufacturing to the east, and the oil manufacturing to the east, and the oil fields of the broader Middle East to the fields of the broader Middle East to the fields of the broader Middle East to the south and west. It anchors China's Belt south and west. It anchors China's Belt south and west. It anchors China's Belt and Road Initiative, the network of and Road Initiative, the network of and Road Initiative, the network of land-based trade routes that Beijing has land-based trade routes that Beijing has land-based trade routes that Beijing has been building for years, specifically to been building for years, specifically to been building for years, specifically to reduce dependence on, you guessed it, reduce dependence on, you guessed it, reduce dependence on, you guessed it, sealanes. Sea lanes that the US Navy sealanes. Sea lanes that the US Navy sealanes. Sea lanes that the US Navy controls. But Iran is far weaker than controls. But Iran is far weaker than controls. But Iran is far weaker than the other two. So, if you're the US and the other two. So, if you're the US and the other two. So, if you're the US and you're looking for a target, your eyes you're looking for a target, your eyes you're looking for a target, your eyes go right to Iran. But if they could go right to Iran. But if they could go right to Iran. But if they could secure a nuclear weapon, they would no secure a nuclear weapon, they would no secure a nuclear weapon, they would no longer be the weak link. A nuclear armed longer be the weak link. A nuclear armed longer be the weak link. A nuclear armed Iran that can shake off US sanctions, Iran that can shake off US sanctions, Iran that can shake off US sanctions, bully the region, and cooperate with bully the region, and cooperate with bully the region, and cooperate with Russia and China is a force powerful Russia and China is a force powerful Russia and China is a force powerful enough to potentially unite the enough to potentially unite the enough to potentially unite the heartland, and relegate the US to a far heartland, and relegate the US to a far heartland, and relegate the US to a far less dominant role on the global stage. less dominant role on the global stage. less dominant role on the global stage. When you're the reserve currency, that When you're the reserve currency, that When you're the reserve currency, that is existential. This is exactly what is existential. This is exactly what is existential. This is exactly what Mckinder spent his career warning about. Mckinder spent his career warning about. Mckinder spent his career warning about. A connected Eurasian land mass that A connected Eurasian land mass that A connected Eurasian land mass that routes around naval power entirely. And routes around naval power entirely. And routes around naval power entirely. And with a land-based alternative in place with a land-based alternative in place with a land-based alternative in place and a weaker US, the GCC no longer and a weaker US, the GCC no longer and a weaker US, the GCC no longer benefits from the protections that the benefits from the protections that the benefits from the protections that the US is currently providing. And that US is currently providing. And that US is currently providing. And that would render the petro dollar would render the petro dollar would render the petro dollar meaningless. Once that structural demand meaningless. Once that structural demand meaningless. Once that structural demand for the petro dollar disappears, the for the petro dollar disappears, the for the petro dollar disappears, the US's power is weakened even further. US's power is weakened even further. US's power is weakened even further. That is why the United States launched That is why the United States launched That is why the United States launched an attack on Iran. A nuclear armed Iran an attack on Iran. A nuclear armed Iran an attack on Iran. A nuclear armed Iran is not only a danger to the US, Israel, is not only a danger to the US, Israel, is not only a danger to the US, Israel, and the GCC countries, but it's also the and the GCC countries, but it's also the and the GCC countries, but it's also the final piece in a completed heartland final piece in a completed heartland final piece in a completed heartland alliance that is truly an existential alliance that is truly an existential alliance that is truly an existential threat to the entire architecture that threat to the entire architecture that threat to the entire architecture that gave birth to American power. But if gave birth to American power. But if gave birth to American power. But if Jang's framework is correct, it's Jang's framework is correct, it's Jang's framework is correct, it's already too late and the US will not be already too late and the US will not be already too late and the US will not be able to win this war. So the question able to win this war. So the question able to win this war. So the question becomes, did attacking Iran simply becomes, did attacking Iran simply becomes, did attacking Iran simply trigger a trap? Welcome to part three. trigger a trap? Welcome to part three. trigger a trap? Welcome to part three. It's a trap. Every president for the It's a trap. Every president for the It's a trap. Every president for the last 40 years sanctioned Iran, last 40 years sanctioned Iran, last 40 years sanctioned Iran, threatened Iran, and then ultimately threatened Iran, and then ultimately threatened Iran, and then ultimately left them alone. There was a reason for left them alone. There was a reason for left them alone. There was a reason for that. And Trump just found out what it that. And Trump just found out what it that. And Trump just found out what it was. The US has enemies in this was. The US has enemies in this was. The US has enemies in this conflict. That's obvious. But according conflict. That's obvious. But according conflict. That's obvious. But according to Jang, what's not obvious and what to Jang, what's not obvious and what to Jang, what's not obvious and what makes this unlike any war the US has makes this unlike any war the US has makes this unlike any war the US has fought in recent memory is that some of fought in recent memory is that some of fought in recent memory is that some of America's most important allies actually America's most important allies actually America's most important allies actually want America to enter this war want America to enter this war want America to enter this war specifically because they believe specifically because they believe specifically because they believe America will lose. Let's start with America will lose. Let's start with America will lose. Let's start with Saudi Arabia. On the surface, the Saudis Saudi Arabia. On the surface, the Saudis Saudi Arabia. On the surface, the Saudis and US are allies. They sell oil and and US are allies. They sell oil and and US are allies. They sell oil and dollars. They park their money in dollars. They park their money in dollars. They park their money in American markets. They share the US's American markets. They share the US's American markets. They share the US's desire for a weakened Iran. Now, all desire for a weakened Iran. Now, all desire for a weakened Iran. Now, all that is true, but zoom out and ask what that is true, but zoom out and ask what that is true, but zoom out and ask what Saudi Arabia actually wants in the long Saudi Arabia actually wants in the long Saudi Arabia actually wants in the long run. They want to be the dominant power run. They want to be the dominant power run. They want to be the dominant power in the Middle East. A nuclear Iran is an in the Middle East. A nuclear Iran is an in the Middle East. A nuclear Iran is an existential threat to that for sure. So, existential threat to that for sure. So, existential threat to that for sure. So, yes, they want Iran destroyed, but a yes, they want Iran destroyed, but a yes, they want Iran destroyed, but a United States that decisively wins this United States that decisively wins this United States that decisively wins this war and plants a flag permanently in the war and plants a flag permanently in the war and plants a flag permanently in the region, that's not in Saudis best region, that's not in Saudis best region, that's not in Saudis best interests. The Saudis have been quietly interests. The Saudis have been quietly interests. The Saudis have been quietly building relationships with China. building relationships with China. building relationships with China. They've been floating the idea of They've been floating the idea of They've been floating the idea of pricing some oil in yuan. They want pricing some oil in yuan. They want pricing some oil in yuan. They want options. A dominant entrenched America options. A dominant entrenched America options. A dominant entrenched America in their backyard shuts down some of in their backyard shuts down some of in their backyard shuts down some of those options. So, the ideal outcome for those options. So, the ideal outcome for those options. So, the ideal outcome for Riad is a wounded Iran and a distracted, Riad is a wounded Iran and a distracted, Riad is a wounded Iran and a distracted, overextended America that needs Saudi overextended America that needs Saudi overextended America that needs Saudi cooperation more than ever. They want cooperation more than ever. They want cooperation more than ever. They want the US in this war. They just don't want the US in this war. They just don't want the US in this war. They just don't want the US to win it cleanly. Israel's the US to win it cleanly. Israel's the US to win it cleanly. Israel's calculus is more complex and definitely calculus is more complex and definitely calculus is more complex and definitely more unsettling. There are powerful more unsettling. There are powerful more unsettling. There are powerful factions within Israeli leadership who factions within Israeli leadership who factions within Israeli leadership who view this conflict explicitly in view this conflict explicitly in view this conflict explicitly in biblical endof days terms. Giang is biblical endof days terms. Giang is biblical endof days terms. Giang is direct about this in a way that most direct about this in a way that most direct about this in a way that most analysts just refuse to talk about. analysts just refuse to talk about. analysts just refuse to talk about. Admittedly, it sounds pretty crazy, but Admittedly, it sounds pretty crazy, but Admittedly, it sounds pretty crazy, but these factions want Iran destroyed, not these factions want Iran destroyed, not these factions want Iran destroyed, not weakened, destroyed. But some of them weakened, destroyed. But some of them weakened, destroyed. But some of them also believe that unchecked American also believe that unchecked American also believe that unchecked American imperial power is ultimately an obstacle imperial power is ultimately an obstacle imperial power is ultimately an obstacle to what God intends to unfold in the to what God intends to unfold in the to what God intends to unfold in the region. And they are pushing politically region. And they are pushing politically region. And they are pushing politically to make sure that America is not going to make sure that America is not going to make sure that America is not going to be there in the end. Much like Saudi to be there in the end. Much like Saudi to be there in the end. Much like Saudi Arabia, they want the US's help to Arabia, they want the US's help to Arabia, they want the US's help to weaken Iran. But for the biblical weaken Iran. But for the biblical weaken Iran. But for the biblical prophecies to come true, the US must be prophecies to come true, the US must be prophecies to come true, the US must be out of the picture for the war of Gog out of the picture for the war of Gog out of the picture for the war of Gog and Magog to take place and fulfill and Magog to take place and fulfill and Magog to take place and fulfill God's will for his chosen people, the God's will for his chosen people, the God's will for his chosen people, the Israelites. So according to Jang, they Israelites. So according to Jang, they Israelites. So according to Jang, they have encouraged and cajol the US into have encouraged and cajol the US into have encouraged and cajol the US into entering the war, but ultimately once entering the war, but ultimately once entering the war, but ultimately once Iran is sufficiently weakened, they want Iran is sufficiently weakened, they want Iran is sufficiently weakened, they want the US to be forced to retreat due to the US to be forced to retreat due to the US to be forced to retreat due to domestic political pressure. Something domestic political pressure. Something domestic political pressure. Something that seems pretty likely to happen if that seems pretty likely to happen if that seems pretty likely to happen if ground troops are used. That's the trap. ground troops are used. That's the trap. ground troops are used. That's the trap. America enters a war that its closest America enters a war that its closest America enters a war that its closest allies helped engineer against an enemy allies helped engineer against an enemy allies helped engineer against an enemy that believes it's fighting for its very that believes it's fighting for its very that believes it's fighting for its very survival. And it is in terrain that survival. And it is in terrain that survival. And it is in terrain that neutralizes almost every advantage the neutralizes almost every advantage the neutralizes almost every advantage the US military has once they go in on the US military has once they go in on the US military has once they go in on the ground. Jung notes this kind of thing ground. Jung notes this kind of thing ground. Jung notes this kind of thing has happened in history before. In 415 has happened in history before. In 415 has happened in history before. In 415 B.CE, TE Athens assembled the most B.CE, TE Athens assembled the most B.CE, TE Athens assembled the most powerful naval expedition the ancient powerful naval expedition the ancient powerful naval expedition the ancient world had ever seen and sent it to world had ever seen and sent it to world had ever seen and sent it to conquer the much weaker Sicily. The navy conquer the much weaker Sicily. The navy conquer the much weaker Sicily. The navy was so dominant and so confident that was so dominant and so confident that was so dominant and so confident that defeat genuinely seemed impossible. defeat genuinely seemed impossible. defeat genuinely seemed impossible. Sound familiar? However, every ship that Sound familiar? However, every ship that Sound familiar? However, every ship that left never came home. The expedition was left never came home. The expedition was left never came home. The expedition was annihilated and the Athenian Empire, the annihilated and the Athenian Empire, the annihilated and the Athenian Empire, the greatest military force of its age, greatest military force of its age, greatest military force of its age, never recovered. for the trap to work. never recovered. for the trap to work. never recovered. for the trap to work. Iran doesn't need to win. They just need Iran doesn't need to win. They just need Iran doesn't need to win. They just need to drag the US into a war of attrition to drag the US into a war of attrition to drag the US into a war of attrition like we got drugged into in Iraq and like we got drugged into in Iraq and like we got drugged into in Iraq and Afghanistan. Now, this is something Afghanistan. Now, this is something Afghanistan. Now, this is something Trump swears he'll never do, but only Trump swears he'll never do, but only Trump swears he'll never do, but only time is going to tell. Welcome to part time is going to tell. Welcome to part time is going to tell. Welcome to part four, the part that's going to make you four, the part that's going to make you four, the part that's going to make you mad. Now, I warned you about this mad. Now, I warned you about this mad. Now, I warned you about this section because here's where Jang's section because here's where Jang's section because here's where Jang's framework stops being a geopolitical framework stops being a geopolitical framework stops being a geopolitical history lesson and starts being a story history lesson and starts being a story history lesson and starts being a story about your money, your job, and your about your money, your job, and your about your money, your job, and your future. The old world doesn't end with a future. The old world doesn't end with a future. The old world doesn't end with a single catastrophic explosion. It ends single catastrophic explosion. It ends single catastrophic explosion. It ends through a chain of connected failures. through a chain of connected failures. through a chain of connected failures. Each one making the next that much more Each one making the next that much more Each one making the next that much more likely. And in no small part, due to the likely. And in no small part, due to the likely. And in no small part, due to the war with Iran, that chain reaction is war with Iran, that chain reaction is war with Iran, that chain reaction is already in motion. Imagine it. The war already in motion. Imagine it. The war already in motion. Imagine it. The war drags on. The straight stays closed or drags on. The straight stays closed or drags on. The straight stays closed or just too dangerous for normal commercial just too dangerous for normal commercial just too dangerous for normal commercial shipping for an extended period of time. shipping for an extended period of time. shipping for an extended period of time. The GCC countries, the same ones that The GCC countries, the same ones that The GCC countries, the same ones that pledged $2 trillion into American AI pledged $2 trillion into American AI pledged $2 trillion into American AI infrastructure, now they have a problem. infrastructure, now they have a problem. infrastructure, now they have a problem. Their own oil infrastructure and water Their own oil infrastructure and water Their own oil infrastructure and water infrastructure are at risk. Their infrastructure are at risk. Their infrastructure are at risk. Their populations are nervous and they have a populations are nervous and they have a populations are nervous and they have a very simple decision to make. Do we keep very simple decision to make. Do we keep very simple decision to make. Do we keep buying US debt and funding the American buying US debt and funding the American buying US debt and funding the American AI economy, or do we fund our own AI economy, or do we fund our own AI economy, or do we fund our own defense and ensure our survival? It's a defense and ensure our survival? It's a defense and ensure our survival? It's a pretty simple decision to make. And at a pretty simple decision to make. And at a pretty simple decision to make. And at a certain point, if Iran still poses a certain point, if Iran still poses a certain point, if Iran still poses a threat, the GCC countries will redirect threat, the GCC countries will redirect threat, the GCC countries will redirect all of their capital towards their all of their capital towards their all of their capital towards their survival. And that's when the US economy survival. And that's when the US economy survival. And that's when the US economy really goes boom, and not in a good way. really goes boom, and not in a good way. really goes boom, and not in a good way. When the GCC money that has been feeding When the GCC money that has been feeding When the GCC money that has been feeding our economy in ever growing amounts for our economy in ever growing amounts for our economy in ever growing amounts for decades now suddenly stops flowing into decades now suddenly stops flowing into decades now suddenly stops flowing into America, not only does the appetite for America, not only does the appetite for America, not only does the appetite for US debt, the debt appetite that's US debt, the debt appetite that's US debt, the debt appetite that's required to fund our reckless spending, required to fund our reckless spending, required to fund our reckless spending, not only does that cease, but the AI not only does that cease, but the AI not only does that cease, but the AI bubble will also burst. Because right bubble will also burst. Because right bubble will also burst. Because right now, AI valuations are not based on now, AI valuations are not based on now, AI valuations are not based on current revenues. They're based on the current revenues. They're based on the current revenues. They're based on the promise of future revenues that are promise of future revenues that are promise of future revenues that are expected to come. But only if we expected to come. But only if we expected to come. But only if we actually finish this AI infrastructure actually finish this AI infrastructure actually finish this AI infrastructure buildout and the revenues get delivered buildout and the revenues get delivered buildout and the revenues get delivered because AI just keeps getting better and because AI just keeps getting better and because AI just keeps getting better and better. If it stalls out now, we've got better. If it stalls out now, we've got better. If it stalls out now, we've got a problem. Remember, AI companies are a problem. Remember, AI companies are a problem. Remember, AI companies are now talking about building in outer now talking about building in outer now talking about building in outer space. If you pull the capital flow, the space. If you pull the capital flow, the space. If you pull the capital flow, the math collapses. And if that last part of math collapses. And if that last part of math collapses. And if that last part of the US economy breaks, it's going to be the US economy breaks, it's going to be the US economy breaks, it's going to be devastating. The American economy is devastating. The American economy is devastating. The American economy is already in a horrific K-shaped already in a horrific K-shaped already in a horrific K-shaped situation. Most people are struggling to situation. Most people are struggling to situation. Most people are struggling to make ends meet and the only people that make ends meet and the only people that make ends meet and the only people that are spending are the people at the top are spending are the people at the top are spending are the people at the top of the K. And they're able to spend of the K. And they're able to spend of the K. And they're able to spend because all of the GCCF fueled money is because all of the GCCF fueled money is because all of the GCCF fueled money is flowing into the market. If that stops, flowing into the market. If that stops, flowing into the market. If that stops, now the top of the K and the bottom of now the top of the K and the bottom of now the top of the K and the bottom of the K are in trouble. The top of the K the K are in trouble. The top of the K the K are in trouble. The top of the K right now is creating an illusion that right now is creating an illusion that right now is creating an illusion that the consumer economy is basically the consumer economy is basically the consumer economy is basically functional. But without GCC dollars functional. But without GCC dollars functional. But without GCC dollars creating demand for that debt and creating demand for that debt and creating demand for that debt and private investment into the AI industry, private investment into the AI industry, private investment into the AI industry, those spenders too are going to feel the those spenders too are going to feel the those spenders too are going to feel the pinch and the economy is likely to pinch and the economy is likely to pinch and the economy is likely to violently implode. Add on top of that violently implode. Add on top of that violently implode. Add on top of that the fact that foreign governments and the fact that foreign governments and the fact that foreign governments and central banks are already selling US central banks are already selling US central banks are already selling US Treasury bonds because they're not dumb. Treasury bonds because they're not dumb. Treasury bonds because they're not dumb. They're looking at our debt, which is They're looking at our debt, which is They're looking at our debt, which is absolutely reckless. out of control and absolutely reckless. out of control and absolutely reckless. out of control and insane. And if they all abandon the US insane. And if they all abandon the US insane. And if they all abandon the US debt market at the same time, things debt market at the same time, things debt market at the same time, things could get dark, really dark for a long could get dark, really dark for a long could get dark, really dark for a long time. And that is exactly how empires time. And that is exactly how empires time. And that is exactly how empires die. Slowly at first and then all at die. Slowly at first and then all at die. Slowly at first and then all at once. But as always, in times of massive once. But as always, in times of massive once. But as always, in times of massive disruption, there is always massive disruption, there is always massive disruption, there is always massive opportunity. So, welcome to part five, opportunity. So, welcome to part five, opportunity. So, welcome to part five, the new world order. If all of this the new world order. If all of this the new world order. If all of this comes to pass, what comes next? And how comes to pass, what comes next? And how comes to pass, what comes next? And how do you position yourself to win? This is do you position yourself to win? This is do you position yourself to win? This is a part where most analysts just throw up a part where most analysts just throw up a part where most analysts just throw up their hands and they say, "Nobody their hands and they say, "Nobody their hands and they say, "Nobody knows." Jung disagrees strongly. What knows." Jung disagrees strongly. What knows." Jung disagrees strongly. What comes after the petro dollar is a world comes after the petro dollar is a world comes after the petro dollar is a world shaped by three forces. And these aren't shaped by three forces. And these aren't shaped by three forces. And these aren't policy choices that leaders are going to policy choices that leaders are going to policy choices that leaders are going to get to make. It's just what happens when get to make. It's just what happens when get to make. It's just what happens when the machine that held the old world the machine that held the old world the machine that held the old world together stops working. The first is together stops working. The first is together stops working. The first is de-industrialization. de-industrialization. de-industrialization. The global economy we've all grown up in The global economy we've all grown up in The global economy we've all grown up in was built on cheap, stable energy from was built on cheap, stable energy from was built on cheap, stable energy from the Middle East. Urban centers flourish. the Middle East. Urban centers flourish. the Middle East. Urban centers flourish. Global supply chains move smoothly. The Global supply chains move smoothly. The Global supply chains move smoothly. The knowledge economy, AI, all of it, all of knowledge economy, AI, all of it, all of knowledge economy, AI, all of it, all of it is downstream of affordable oil. When it is downstream of affordable oil. When it is downstream of affordable oil. When energy becomes expensive and unreliable, energy becomes expensive and unreliable, energy becomes expensive and unreliable, the model inverts. Local resilience the model inverts. Local resilience the model inverts. Local resilience beats global efficiency. Nations have to beats global efficiency. Nations have to beats global efficiency. Nations have to rebuild more self-sufficient economies. rebuild more self-sufficient economies. rebuild more self-sufficient economies. That's painful, sure, but it's coming That's painful, sure, but it's coming That's painful, sure, but it's coming regardless. At least according to Xiang. regardless. At least according to Xiang. regardless. At least according to Xiang. The second inevitability is The second inevitability is The second inevitability is mercantalism. The global free trade mercantalism. The global free trade mercantalism. The global free trade order required a guarantor, a cop order required a guarantor, a cop order required a guarantor, a cop willing to enforce the rules all over willing to enforce the rules all over willing to enforce the rules all over the world. In the scenario that we've the world. In the scenario that we've the world. In the scenario that we've been discussing, the US will no longer been discussing, the US will no longer been discussing, the US will no longer have the economic ability to act as the have the economic ability to act as the have the economic ability to act as the world's police force. Even if they want world's police force. Even if they want world's police force. Even if they want to do it, they're not going to be able to do it, they're not going to be able to do it, they're not going to be able to do it because without that appetite to do it because without that appetite to do it because without that appetite for their debt, they can't deficit for their debt, they can't deficit for their debt, they can't deficit spend. You have to balance your budget. spend. You have to balance your budget. spend. You have to balance your budget. You can't be a world cop with a balanced You can't be a world cop with a balanced You can't be a world cop with a balanced budget. Things will once again be forced budget. Things will once again be forced budget. Things will once again be forced to be regional. Regional powers will to be regional. Regional powers will to be regional. Regional powers will emerge. Countries will become more emerge. Countries will become more emerge. Countries will become more self-sufficient. Nations will self-sufficient. Nations will self-sufficient. Nations will increasingly start acting in their own increasingly start acting in their own increasingly start acting in their own self-interest. Regional trading blocks, self-interest. Regional trading blocks, self-interest. Regional trading blocks, local supply networks. The era of local supply networks. The era of local supply networks. The era of frictionless global commerce is over. At frictionless global commerce is over. At frictionless global commerce is over. At that point, the third is that point, the third is that point, the third is remilitarization. Pax Americana is remilitarization. Pax Americana is remilitarization. Pax Americana is ending. When there's no global guarantor ending. When there's no global guarantor ending. When there's no global guarantor of security, every nation that wants to of security, every nation that wants to of security, every nation that wants to survive has to be able to defend itself. survive has to be able to defend itself. survive has to be able to defend itself. The nations that refuse to face that The nations that refuse to face that The nations that refuse to face that reality will be absorbed or coerced by reality will be absorbed or coerced by reality will be absorbed or coerced by the ones that do. In Jang's view, the ones that do. In Jang's view, the ones that do. In Jang's view, America's decline does not lead though America's decline does not lead though America's decline does not lead though to a Chinese rise, as many people will to a Chinese rise, as many people will to a Chinese rise, as many people will assume. This is one of the more shocking assume. This is one of the more shocking assume. This is one of the more shocking predictions that he makes. According to predictions that he makes. According to predictions that he makes. According to Jang, China is optimized for the old Jang, China is optimized for the old Jang, China is optimized for the old world order, and that order is ending. world order, and that order is ending. world order, and that order is ending. China's entire economic model was China's entire economic model was China's entire economic model was engineered for global supply chains, engineered for global supply chains, engineered for global supply chains, western capital, and stable Middle western capital, and stable Middle western capital, and stable Middle Eastern energy. The new world breaks all Eastern energy. The new world breaks all Eastern energy. The new world breaks all three simultaneously. three simultaneously. three simultaneously. China wants to trade its way to China wants to trade its way to China wants to trade its way to dominance, but in the new world that dominance, but in the new world that dominance, but in the new world that will be impossible. Japan of all places will be impossible. Japan of all places will be impossible. Japan of all places is Jang's pick for the regional power in is Jang's pick for the regional power in is Jang's pick for the regional power in Asia. Now, it's beyond the scope of this Asia. Now, it's beyond the scope of this Asia. Now, it's beyond the scope of this topic to explain why, but you can watch topic to explain why, but you can watch topic to explain why, but you can watch my full interview with Jang where we my full interview with Jang where we my full interview with Jang where we cover this in detail. Europe, as we cover this in detail. Europe, as we cover this in detail. Europe, as we understand it today, in Jang's understand it today, in Jang's understand it today, in Jang's assessment, is also toast. They assessment, is also toast. They assessment, is also toast. They outsource their energy to Russia and outsource their energy to Russia and outsource their energy to Russia and their military to America, and they're their military to America, and they're their military to America, and they're going to find themselves perpetually at going to find themselves perpetually at going to find themselves perpetually at risk in the new world order. And the risk in the new world order. And the risk in the new world order. And the United States doesn't disappear. It United States doesn't disappear. It United States doesn't disappear. It contracts, becomes a Western Hemisphere contracts, becomes a Western Hemisphere contracts, becomes a Western Hemisphere power. Still formidable, but no longer power. Still formidable, but no longer power. Still formidable, but no longer the world's enforcer. As for the Middle the world's enforcer. As for the Middle the world's enforcer. As for the Middle East, if their theologies hold true, and East, if their theologies hold true, and East, if their theologies hold true, and God really returns, then all bets are God really returns, then all bets are God really returns, then all bets are off. Otherwise, the dominant power there off. Otherwise, the dominant power there off. Otherwise, the dominant power there will be determined by how things turn will be determined by how things turn will be determined by how things turn out with Iran. The new world is not out with Iran. The new world is not out with Iran. The new world is not going to be a world ruled by one great going to be a world ruled by one great going to be a world ruled by one great power. It's going to be ruled by several power. It's going to be ruled by several power. It's going to be ruled by several regional powers, each dominant in their regional powers, each dominant in their regional powers, each dominant in their own sphere, none strong enough to set own sphere, none strong enough to set own sphere, none strong enough to set global rules, more contested, more global rules, more contested, more global rules, more contested, more dangerous with no shared rule book. So dangerous with no shared rule book. So dangerous with no shared rule book. So now, what do you do with this now, what do you do with this now, what do you do with this information? First, and I cannot stress information? First, and I cannot stress information? First, and I cannot stress this enough, please don't panic. The this enough, please don't panic. The this enough, please don't panic. The goal of stepping inside of Professor goal of stepping inside of Professor goal of stepping inside of Professor Gang Young's frame of reference is to Gang Young's frame of reference is to Gang Young's frame of reference is to understand the framework that helped him understand the framework that helped him understand the framework that helped him see what so many other people missed. see what so many other people missed. see what so many other people missed. It's not to send you screaming into a It's not to send you screaming into a It's not to send you screaming into a bunker. It's to help you assess more bunker. It's to help you assess more bunker. It's to help you assess more potential outcomes so you can make potential outcomes so you can make potential outcomes so you can make better decisions based on first better decisions based on first better decisions based on first principles and cause and effect and have principles and cause and effect and have principles and cause and effect and have a broader view than the people around a broader view than the people around a broader view than the people around you who are stuck inside of a narrative you who are stuck inside of a narrative you who are stuck inside of a narrative that was almost certainly handed to them that was almost certainly handed to them that was almost certainly handed to them by somebody else. not something that by somebody else. not something that by somebody else. not something that they thought through after evaluating a they thought through after evaluating a they thought through after evaluating a bunch of perspectives. Now, here's how bunch of perspectives. Now, here's how bunch of perspectives. Now, here's how I'm thinking about all this. The economy I'm thinking about all this. The economy I'm thinking about all this. The economy right now is weak. It's certainly right now is weak. It's certainly right now is weak. It's certainly fragile. Optionality is king. I am fragile. Optionality is king. I am fragile. Optionality is king. I am trying to keep updating my assumptions trying to keep updating my assumptions trying to keep updating my assumptions all the time based on where things are all the time based on where things are all the time based on where things are trending. The more options I have mapped trending. The more options I have mapped trending. The more options I have mapped out ahead of time and the triggers that out ahead of time and the triggers that out ahead of time and the triggers that indicate which option I should pursue indicate which option I should pursue indicate which option I should pursue when, the better off I think I'm going when, the better off I think I'm going when, the better off I think I'm going to be. Most financial and career plans to be. Most financial and career plans to be. Most financial and career plans are built on the idea that the world are built on the idea that the world are built on the idea that the world basically keeps working the same way basically keeps working the same way basically keeps working the same way that it always has. People assume that that it always has. People assume that that it always has. People assume that the dollar is going to stay strong, that the dollar is going to stay strong, that the dollar is going to stay strong, that US markets will recover over time. But US markets will recover over time. But US markets will recover over time. But for the first time in a long time, that for the first time in a long time, that for the first time in a long time, that may not be true. But it's still unknown. may not be true. But it's still unknown. may not be true. But it's still unknown. Global supply chains may stay intact or Global supply chains may stay intact or Global supply chains may stay intact or the straight of Hormuz may stay closed the straight of Hormuz may stay closed the straight of Hormuz may stay closed for months or even years. So build for months or even years. So build for months or even years. So build resiliency into your strategy. Start resiliency into your strategy. Start resiliency into your strategy. Start considering a world that is more local considering a world that is more local considering a world that is more local than global. What would that look like? than global. What would that look like? than global. What would that look like? Consider what works in a world with Consider what works in a world with Consider what works in a world with shorter, more local supply chains. shorter, more local supply chains. shorter, more local supply chains. Contemplate what holds value regardless Contemplate what holds value regardless Contemplate what holds value regardless of what the dollar does. Think about of what the dollar does. Think about of what the dollar does. Think about assets that aren't someone else's assets that aren't someone else's assets that aren't someone else's liability. Be more skeptical of debt liability. Be more skeptical of debt liability. Be more skeptical of debt than ever. The people who navigate this than ever. The people who navigate this than ever. The people who navigate this transition best are not going to be the transition best are not going to be the transition best are not going to be the ones who predict exactly what's going to ones who predict exactly what's going to ones who predict exactly what's going to happen. They're going to be the ones happen. They're going to be the ones happen. They're going to be the ones that never allow themselves to have a that never allow themselves to have a that never allow themselves to have a single point of failure. Now, as always, single point of failure. Now, as always, single point of failure. Now, as always, pay attention to energy. It is pay attention to energy. It is pay attention to energy. It is absolutely foundational to everything. absolutely foundational to everything. absolutely foundational to everything. Be positioned to weather energy price Be positioned to weather energy price Be positioned to weather energy price shocks that are almost certainly going shocks that are almost certainly going shocks that are almost certainly going to keep going for a while. And stay to keep going for a while. And stay to keep going for a while. And stay liquid enough to have options. The one liquid enough to have options. The one liquid enough to have options. The one thing even Buffett and Dalio agree on is thing even Buffett and Dalio agree on is thing even Buffett and Dalio agree on is optionality. Don't be so locked into a optionality. Don't be so locked into a optionality. Don't be so locked into a single bet that you can't move when a single bet that you can't move when a single bet that you can't move when a clear picture of the future begins to clear picture of the future begins to clear picture of the future begins to take shape. And as a final reminder, I take shape. And as a final reminder, I take shape. And as a final reminder, I think Professor Gang is a phenomenally think Professor Gang is a phenomenally think Professor Gang is a phenomenally interesting thinker running a framework interesting thinker running a framework interesting thinker running a framework with high predictive validity, but with high predictive validity, but with high predictive validity, but humans and economies are far too humans and economies are far too humans and economies are far too complicated to get overly confident in complicated to get overly confident in complicated to get overly confident in any one framework. Don't forget to any one framework. Don't forget to any one framework. Don't forget to routinely zoom back out and update your routinely zoom back out and update your routinely zoom back out and update your mental model. All right. If you want to mental model. All right. If you want to mental model. All right. If you want to see me explore ideas like this in real see me explore ideas like this in real see me explore ideas like this in real time, be sure to hit that subscribe time, be sure to hit that subscribe time, be sure to hit that subscribe button right now and join me Monday, button right now and join me Monday, button right now and join me Monday, Wednesdays, and Fridays at 7 a.m. Wednesdays, and Fridays at 7 a.m. Wednesdays, and Fridays at 7 a.m. Pacific, where you can chill in the Pacific, where you can chill in the Pacific, where you can chill in the community or join in the debate. All community or join in the debate. All community or join in the debate. All right, until next time, my friends, be right, until next time, my friends, be right, until next time, my friends, be legendary. Take care. Peace. If you like legendary. Take care. Peace. If you like legendary. Take care. Peace. If you like this conversation, check out this this conversation, check out this this conversation, check out this episode to learn more. The structure of episode to learn more. The structure of episode to learn more. The structure of the market is changing rapidly and it is the market is changing rapidly and it is the market is changing rapidly and it is creating a massive financial opportunity creating a massive financial opportunity creating a massive financial opportunity for anyone paying attention. The last for anyone paying attention. The last for anyone paying attention. The last time this happened, an entire new group time this happened, an entire new group time this happened, an entire new group of million