
Zeihan's geopolitical bombshell predicts globalization's collapse with shocking clarity. Praised by Ezra Klein for containing "important seeds of truth," this controversial forecast of demographic decline, broken supply chains, and regional power shifts has business leaders rethinking everything they assumed about our interconnected future.
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For the past 75 years, humanity has experienced unprecedented progress-from horse-and-buggy to air travel, abacuses to smartphones, iron to touch-sensitive glass. This remarkable era wasn't natural evolution but the product of an artificial global system created after World War II. America, emerging as the sole superpower, offered allies protection and market access in exchange for standing against the Soviets. This Bretton Woods system transformed global trade from dangerous competition into a protected commons, enabling complex supply chains spanning continents and unprecedented specialization. But this perfect moment is passing. The post-Cold War era was never normal-it was the most distorted moment in human history, made possible only by America's lingering commitment to a security paradigm that no longer matched its needs. Now, that era is ending. Instead of continuing our trajectory of improvement, we're transitioning to a world that's pricier, worse, and slower as global systems break apart. The 2020s will see collapsing consumption, production, investment, and trade as globalization shatters into regional, national, and smaller pieces. What happens when the scaffolding holding up our interconnected world suddenly disappears?
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