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I think the United States and Canada and Australia and Singapore and Norway are pretty well-positioned. I also think Japan is in less-bad shape than many people think. Basically I like for countries with decent energy/commodity exposure, or that are well-positioned in terms of trade with low levels of political polarization.
For emerging markets, Brazil and India and Mexico have a decent shot. I like the broader southeast Asian region as well- Thailand, Malaysia, Indonesia, Vietnam.
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I also think Japan is in less-bad shape than many people think.
2 years later now...
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I think Uruguay is another good one, yes.
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Which countries do you think will be most stable & well equipped during this tumultuous period?
Bearing in mind strength of currency, resources, debts, trade deficits - are there any jurisdictions you are actively considering diversifying to (outside the U.S)? Ones where perhaps you think stagflationary trends will be felt the least?