David Murrin Shares his Biggest Predictions Yet – Full LCI Webinar Recording Replay!
- Catherine Cashmore
- 7 days ago
- 64 min read
David Murrin joined me this week for one of the most thought-provoking LCI LIVE sessions we've held to date. I’ve had heaps of positive feedback from those that attended – from beginning to end, it was a fascinating session.
We were able to answer all questions that were submitted, and also took questions live during the event. The recording additionally features a brief cameo appearance from Andrew Pancholi who joined the session from his home in London.
As always, David didn't hold back. He is one of the most intelligent men I've met.
One of the reasons I enjoy interviewing him is that it doesn't seem to matter what question you throw his way, he almost always has an informed, well-considered answer. Whether you agree with him or not, his ability to connect ideas and think several steps ahead is genuinely impressive.
During the discussion David argued that the world is already in the early stages of what he considers World War III – not a conventional conflict, but a long-duration struggle between major powers that he believes will peak around 2030.
He explained why this conflict is fundamentally inflationary, why bond yields could move far higher than most investors expect, and why he believes governments across the West have largely lost control of their debt dynamics.
We also explored China's growing military and shipbuilding capability, the implications for Australia and New Zealand, whether Taiwan remains the flashpoint everyone assumes it is, and why David believes the strategic landscape is becoming increasingly dangerous for anyone living in Australia and New Zealand.
Where can you hide? That question is one that came up repeatedly. David’s answer – look in the mirror. If you want to understand what he meant by that – you’ll have to tune int the recording!
For investors, David outlined where he would – and would not – place capital as we move toward the latter part of this decade.
He discussed commodities, energy, gold and silver, why he remains sceptical of many mainstream equity markets, and why he believes inflation has much further to run.
Want to read more?
Subscribe to landcycleinvestor.com to keep reading this exclusive post.
