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.