Beginning in the mid-70s something went horribly, horribly wrong with the way capital handles risk management, resulting in "real stuff" being undervalued by orders of magnitude, since it was by nature riskier. Hence that aforementuioned scene.
Russian-style command economies failed in some part because they lacked mechanisms for borrowing money from the future. The American system is staring failure right in the face because of its inability to quantify what future value implies. I imagine future history books will look at the two systems in parallel, the latest chapter in the ongoing story of telluric states and the thalassocracies that separate them. With all the non-nuclear states huddled underneath in their shuddering quasi-sovereignty.
This is probably the most flame-worthy thing I've ever said on HN, so go nuts.