KunstlerCast - Conversations: Converging Catastrophes of the 21st Century
KunstlerCast 401 — Jeff Rubin and A Map of the New Normal
May 17, 2024
Canadian economist Jeff Rubin discusses the impact of shale revolution, divestment from oil industry, ESG investing, and potential shift in global reserve currency. He also explores domestic manufacturing trends, Germany's response to Nord Stream pipeline sabotage, and the geopolitical chess game involving US, Russia, and China. The conversation touches on economic uncertainties post-pandemic, financial deregulation consequences, and asset confiscation concerns.
54:18
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Quick takeaways
- ESG initiatives driving divestment from traditional energy sources impact oil companies' financial strategies.
- Global economic shifts and geopolitical events reshaping international trade dynamics favor 'french-shoring' over offshoring practices, impacting manufacturing industries.
Deep dives
Penguin Random House request U-turn on book focus
Initially approached to write about post-pandemic economic legacy, Jeff Rubin's book shifted focus due to events like Russia's involvement in Ukraine, leading to economic sanctions impacting China. The book now delves into different topics compared to Rubin's prior oil-centric bestsellers, examining global economic shifts and the impact of geopolitical events on various industries.
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