He has interesting perspectives and on high level many of those make sense to me (and worry me). He's misunderstanding the value of Bitcoin and generally underestimating the effects central bank policies...
e.g.

• US devalues dollar by 40%
• --> price of everything around the world raises by 40+% (+ Russian invasion limits gas/oil/fertilizer/wheat distribution)
• --> African and Middle East countries can't afford to buy or produce food
• --> massive famine

Essentially if you watch Zeihan's talk and then watch the recent talk from McCormack & Preston Pysh... then the pieces start fitting together.

He's smart, pompous, arrogant & doesn't mince words.

He has some interesting perspectives on things.

But he does NOT understand bitcoin. He likes to shrug it off as he either thinks its a novel naïve idea or something that breaks his life's work. His world view

He gets mentioned a lot since he accurately predicted the Ukraine war.

I don't like never tired pessimists tho. Without end predicting global collapse and economic hardship is annoying. Old saying goes: Pessimists sound smart, optimists make money. Zeihan is one of those people who portrays everyone else as naive and only he isn't a sleepsheep that can see through all of it.

For context:

Once again I disagree with the Chinese communist party. Bitcoin is not "utterly worthless". That would be a value of zero. Bitcoin's true value is negative.