/biz/ - Business & Finance

>>53286600
Checked. It'll be hard for me to do a QRD justice, but here goes.
>China and Russia have a demographic crisis
>younger generations are way too small
>Russia needs access to strategic geographies to sustain its existence
>Ukraine war is Russia's final hail-marry attempt
>even if they win they can't hold all the land they need to cause their infrastructure is shit and they lack the manpower
>China imports more food and energy than any other nation
>impending fertilizer crisis = food crisis = food-importing nations are fucked
>centralization and totalitarianism in both nations have created government rot, removed any contenders for successors, and created feedback loops of lies and misinformation that result in bad decision making
>both nations lack the skilled labor to produce vital things, so when Westerners pull out (energy companies from Russia and semiconductors from China), the native populations can't even maintain what was left behind
Meanwhile the US has
>biggest energy exporter in the world
>biggest food exporter in the world
>we make our own fertilizers
>highest-skilled labor in the world
>neighboring Mexico is our biggest trade partner and they excel in medium-skill production
>neighboring Canada also has high-skilled workforce and produces energy and fertilizer

So basically, when SHTF Russia and China will collapse, many nations around the world will starve to death, and the US and our close friends will thrive. I highly recommend giving the episode a listen. Not sure if he's right about it all, but it's refreshing to break free from the schizo echo chamber and hear some different insights. Listen to different perspectives and make up your own mind.