People We Should Know: Peter Zeihan

China, Germany, and globalization are all toast

In a complex world, it’s tempting to escape the complexity by focusing on just one sector or scenario and ignoring everything else. My version of this myopia is viewing everything — companies, countries, individual investments — through the lens of credit booms and busts.

But there’s a lot of other stuff going on out there, some of it as or more importan…