David applied his five-stage of Empire model to analyse the rise and fall of the Japanese Empire and the similarities to the rise of the Chinese empire today. Explaining its strategy and trajectory and predicting that this now militarised nation under the control of the CCP would soon seek to go to war with the West. He then went on to outline how such a conflict could unfold and it impact on markets and the response of the West.
Your presentation on China and its future impact on the world was very well received.
Erlend Fredriksen, conference organizer
I highly enjoyed your blunt and insightful presentation in Oslo. Especially the Biden bit, as well as a solid Guadalcanal reference. Refreshing end to an esg overloaded am.
David Rauch, Senior Portfolio Manager at Battery Park Capital