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Investing In The End Of The World With Peter Zeihan

Lead-Lag Live

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A New World Order, a Liberal World Order?

I'm glad that people have started to understand a little bit more about supply chains. We can thank capco, that for that. And because of what's going on with Ukraine, where the contradictions inherent to the green transition are making themselves very apparent in the European space. Putting up solar and wind in places that are neither windy or sunny is a questionable strategy in the best of times. It has proven so spectacularly unsuccessful in Europe that they're going back to coal wholesale Because it's the only way they can prevent deindustrialization. But we all understand instinctually that you need ironware to make steel, but we don't really process where that comes from or what that looks like

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