What would you consider the solution to pivot out of this? Assuming it is inevitable that america enters a default crisis, if you had control of the levers of action, what would be the next move?

The greatest strength comes from knowing your own weakness.

My overarching thesis is that history is running in reverse. So the countries that had a great 20th century are on track for a tough 21st, and vice versa.

For example: China, Russia, India, Eastern Europe were crushed by socialism. Now they are capitalist and unified to varying degrees. So their overall trajectory is up.

Meanwhile, Woke America and Western Europe were once capitalist and unified. But now they’re woke with broken borders and bankrupt states. So their overall trajectory is down.

Like Dalio and Elon, I believe the coming sovereign debt crisis will end 500 years of Western dominance (and also take down Japan). Failing states will get extremely nasty.

I think China rises. I think the Internet succeeds the West, and opposes China. I also think Bitcoin Republicans can maybe turn Florida into a Taiwan equivalent, where capitalists take refuge.

But most aren’t ready to hear this. They still think the postwar order will last.

Agree about Indians part, they became CEO of so may big corps now. Vietnamese here, I do think we still have many thing to do to keep up with Thailand and Malaysia!

Latin America under Bukele and Milei is rising. 

The new tech-friendly Middle East of Saudi and Dubai isn’t really “third world” but it is also ascending.

Southeast Asia is doing quite well too. Vietnam rising.

And Indians rising, even more than the Indian state itself.