5min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

RWH023: Defensive Investing In Dangerous Times W/ Guy Spier

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The World Order, the World, It's a Realist View of World Affairs

I believe that I don't think it's hard to make the case that this is the biggest shift in sort of global dynamics since World War II. You had this idea that one way or another, Russia and nuclear superpower was going to accept a reduced role in world affairs. And despite the fact that it's still an empire, it's a country disguising an empire with many subcultures and countries within it. We have a huge crossholding of assets, whether it's at the level of my portfolio where I own assets in China, sometimes directly,. not to mention multinationals that own assets. Now it would be utterly destructive and would reduce wealth in the world very significantly if national powers

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