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I’ve been in full-recluse mode lately, trying to wrap my head around the massive monetary and financial shift that is currently underway… along with its geopolitical ramifications.

The only other macro person I hear talking about it is Darius Dale, so I recently resubscribed to his research service. *Strong recommend*

In short, it’s becoming increasingly clear to me that we (may) have just entered a period of long Global Hard Assets vs short US-based financialized/fiat assets, similar to the 1930s, 1970s, and 2000s.

The investment implications are profound and, likely, long-lasting.

🍿

#FourthTurning
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Sooly⚡️سولي 🇱🇧🇧🇪🇦🇪🇦🇴 8mo ago 💬 1

You’re not alone, Jeff. I’ve been deep in the same rabbit hole: global fragmentation, hard assets, and the death rattle of fiat.

The historical parallels you pointed out are uncanny. I’d add that we’re also seeing central banks quietly rotate into commodities and gold, just like pre-Bretton Woods collapse.

Darius has been fire lately. Curious what in his recent work really clicked for you?

PS: Would love to reconnect on this. Your insights have been missed.

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