53 min
David Murrin: War Equals Massive Inflation Palisades Gold Radio
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- Investing
In this Palisades interview, Tom Bodrovics welcomes back hosts global forecaster David Murin to delve into the differences between lateral and linear thinking in the context of current world conflicts. Murin posits that empires cycle through phases of thinking, with laterals leading initially and linears taking control as empires mature. He attributes the current global climate to an unprecedented level of linear thinking due to sophisticated money printing over the past two decades, which has left societies inflexible to dynamic threats.
Murin further discusses geopolitical implications, particularly regarding the Houthis' actions in the Red Sea and its significance for American maritime hegemony. He raises concerns about China's involvement and advanced military capabilities, emphasizing the importance of maintaining control over critical sea lanes for wealth and resource extraction.
Murin believes historical cycles of war could have been avoided with greater awareness and full-spectrum deterrence, aligning with the 112-year contractive cycle that has led to hegemonic conflicts throughout history.
David also shares his views on China's strategic intentions and resource acquisitions, arguing that China is not primarily concerned with wartime resource gathering but rather denying resources to the West. He points to Argentina as an example where Chinese interests were rejected, giving the West a foothold in the region. Murin suggests Western engagement and political activism are necessary for regime change in countries with autocratic regimes.
He uses numerous price-based systems to understand various markets and sectors, predicting a decline in bond prices and increased inflation for commodities due to excess demand from fiat money. David sees the current situation as a commodity supercycle that affects the entire commodities complex and causes inflation for all physical resources. War contributes to inflation during these cycles. Murin warns of impending wars, emphasizing the importance of adapting and strong leadership in response to threats.
Time Stamp References:0:00 - Introduction1:02 - Types of Thinking6:20 - Shipping & Shrinking Empire12:40 - Inevitable Conflict?16:07 - China Growth & Cycles20:37 - The Art of War24:12 - BRICS & China26:33 - Fentanyl Problem28:10 - Results of Energy Tariffs31:33 - Inflation & Central Banks36:48 - Models & Mkt. Behavior38:32 - Bond Markets & Gold42:40 - War & Inflation43:53 - Important Developments46:00 - War is Upon Us49:01 - U.S. Navy & Defense52:30 - Wrap Up
Talking Points From This Episode
* Empires cycle through lateral and linear thinking phases, with current global climate characterized by unprecedented linear thinking due to sophisticated money printing.
* Geopolitical implications include challenges to American maritime hegemony in the Red Sea and China's potential denial of resources to the West.
* Historical cycles indicate ongoing hegemonic conflicts and the importance of full-spectrum deterrence, with impending wars requiring quick adaptation and strong leadership.
Guest LinksTwitter: https://twitter.com/GlobalForecastrWebsite: https://www.davidmurrin.co.uk/Lateral Vs Linear Thought: https://www.youtube.com/watch?v=F_v5720RPmw&t=636s
David Murrin began his unique career in the oil exploration business amongst the jungles of Papua New Guinea and the southwestern Pacific islands. There, he engaged with the numerous tribes of the Sepik River,
In this Palisades interview, Tom Bodrovics welcomes back hosts global forecaster David Murin to delve into the differences between lateral and linear thinking in the context of current world conflicts. Murin posits that empires cycle through phases of thinking, with laterals leading initially and linears taking control as empires mature. He attributes the current global climate to an unprecedented level of linear thinking due to sophisticated money printing over the past two decades, which has left societies inflexible to dynamic threats.
Murin further discusses geopolitical implications, particularly regarding the Houthis' actions in the Red Sea and its significance for American maritime hegemony. He raises concerns about China's involvement and advanced military capabilities, emphasizing the importance of maintaining control over critical sea lanes for wealth and resource extraction.
Murin believes historical cycles of war could have been avoided with greater awareness and full-spectrum deterrence, aligning with the 112-year contractive cycle that has led to hegemonic conflicts throughout history.
David also shares his views on China's strategic intentions and resource acquisitions, arguing that China is not primarily concerned with wartime resource gathering but rather denying resources to the West. He points to Argentina as an example where Chinese interests were rejected, giving the West a foothold in the region. Murin suggests Western engagement and political activism are necessary for regime change in countries with autocratic regimes.
He uses numerous price-based systems to understand various markets and sectors, predicting a decline in bond prices and increased inflation for commodities due to excess demand from fiat money. David sees the current situation as a commodity supercycle that affects the entire commodities complex and causes inflation for all physical resources. War contributes to inflation during these cycles. Murin warns of impending wars, emphasizing the importance of adapting and strong leadership in response to threats.
Time Stamp References:0:00 - Introduction1:02 - Types of Thinking6:20 - Shipping & Shrinking Empire12:40 - Inevitable Conflict?16:07 - China Growth & Cycles20:37 - The Art of War24:12 - BRICS & China26:33 - Fentanyl Problem28:10 - Results of Energy Tariffs31:33 - Inflation & Central Banks36:48 - Models & Mkt. Behavior38:32 - Bond Markets & Gold42:40 - War & Inflation43:53 - Important Developments46:00 - War is Upon Us49:01 - U.S. Navy & Defense52:30 - Wrap Up
Talking Points From This Episode
* Empires cycle through lateral and linear thinking phases, with current global climate characterized by unprecedented linear thinking due to sophisticated money printing.
* Geopolitical implications include challenges to American maritime hegemony in the Red Sea and China's potential denial of resources to the West.
* Historical cycles indicate ongoing hegemonic conflicts and the importance of full-spectrum deterrence, with impending wars requiring quick adaptation and strong leadership.
Guest LinksTwitter: https://twitter.com/GlobalForecastrWebsite: https://www.davidmurrin.co.uk/Lateral Vs Linear Thought: https://www.youtube.com/watch?v=F_v5720RPmw&t=636s
David Murrin began his unique career in the oil exploration business amongst the jungles of Papua New Guinea and the southwestern Pacific islands. There, he engaged with the numerous tribes of the Sepik River,
53 min