DAVID MURRIN: THE CURRENT K-WAVE, WAR & WHAT COMES NEXT..
To accompany this week's report, I caught up again with David Murrin, founder of Global Forecaster, whose work I've followed and featured on Land Cycle Investor for several years.
And the timing of this conversation couldn't be more relevant.
We discuss the rapidly changing war in the Middle East, the importance of the world's major maritime routes, what is happening to oil, and why David believes apparently separate conflicts need to be understood as part of a much larger geopolitical shift.
We also get into the K-Wave itself, David's longer war and empire cycles, government spending and rearmament, and what all of this could mean for markets as we move through the latter years of the current cycle.
But we venture well beyond economics.
We talk about,
Cognitive warfare and the difficulty of separating information from manipulation in the age of social media,
AI and where that technology may ultimately take us,
and one of the more fascinating subjects we come back to often — UAPs, the extraordinary increase in official attention surrounding them, and David's thoughts on what may actually be going on.
It makes for a very wide-ranging discussion — from Kondratiev and commodities to war, AI, UAPs and the recurring patterns of human behaviour that David believes sit beneath them all.
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