The Great Talmudic Confluence
Summary
Host Simon Roche and guest Jeremy S. London discuss a confluence of global crises, including diesel and fertilizer shortages driven by the Ukraine and Iran conflicts. They analyze economic instability, citing bond market eruptions, stock market bubbles, and the yen carry trade. The conversation also covers potential catastrophic events like a Carrington solar flare, the Gleissberg cycle, and a super El Niño, predicting severe global famine and societal breakdown by 2027.
Topics discussed
Intro and RSS.com sponsorship
Confluence of global crises and skepticism of experts
Diesel shortages, price manipulation, and geopolitical forecasts
Demand destruction and the impact of high diesel prices
Fertilizer shortages, natural gas, and global crop yields
Geopolitical roots: Ukraine, Russia, Iran, and religious eschatology
Economic stagflation, Japanese zombie companies, and the yen carry trade
Stock market valuations, P/E ratios, and retail trading risks
The Carrington Event, solar flares, and Earth's magnetic field
El Nino, historical climate cycles, and predicted global famine
Synthesis: Connecting EVs, climate narratives, and global displacement
Conclusion, wildlife management, and ivory trade controversy
Listen ad-free on Castria