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Zeihan says a lot of interesting stuff, but his track record is pretty spotty.

Are the other analysts with more accurate track records? Which major issues has he gotten wrong?

https://zeihan.com/demographics-part-7-the-northeast-asian-c...

He’s incredibly smart and on the whole on the right track.

He gets too excited sometimes, like when I saw him give a lecture and seriously say we’d have 9-10% inflation YoY last year and just as much this year IIRC.

I recommend his book to anyone who is interested, he’s not a pundit or anything and has lots to chew on!

I just finished his book, “ The End of the World Is Just the Beginning.”

It was a pretty fascinating (though alarmist) thesis on how a number of countries are poised for “demographic collapse” due to aging and shrinking populations and what that will ultimately mean for globalization.

I have seen people online accusing this guy of being a CIA stooge, and some other people saying he’s controlled opposition paid by the CCP.

If he has managed to get both of these monikers, his analysis must be fairly legitimate.