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The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession

Excess Returns

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Global Dynamics and Societal Impacts

This chapter delves into the intricacies of global production and supply chains, particularly the risks of outsourcing to foreign markets, with a keen focus on the implications of dependence on Chinese rare earth materials. It draws connections between geopolitical events, societal dynamics, and the uncertainties in political leadership and governance, exploring rising disenfranchisement and potential authoritarianism. Additionally, the conversation critically analyzes the current state of financial markets and the evolution of socio-economic systems, urging listeners to reflect on the ethical ramifications of these complex interconnections.

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