Claims that ring true:

* Energy physics puts an upper bound on material wealth

* The disparity between notional and material wealth is large and growing

* Notional wealth figures are largely speculative / fictitious

Claims that could be true (if empirically verified):

* Material wealth is decreasing

* Energy is decreasing

* The monetary system will collapse

Claims that have been implied but not demonstrated or argued:

* There is a causal link between decreasing energy supplies and monetary system collapse

Overall it smells like 2004-era peak oil doomerism. I’m not saying it’s wrong, it could just be early. Intrigued but not convinced.