Balaji argues that the post-war Western order is in a sovereign-debt crisis while China dominates economically, militarily, and geopolitically. Capital is fleeing US Treasuries for Chinese bonds, gold and digital assets, signalling a decisive shift in global power structures.
Escalating diplomatic frictions between the U.S., China and other powers shape commodity flows, defense spending and investor sentiment across markets.
Ray maps the intertwined cycles of debt, politics, and technology, arguing that the biggest future conflict will be a tech‑centric rivalry between the U.S. and China. Nations that manage debt, stay politically stable, and invest in self‑reliance will thrive, while excessive leverage creates systemic risk.
The United States is committing unprecedented resources to defence, yet its willingness to lead multilateral institutions is waning. This paradox fuels a transition toward a multi-polar world where China, Russia and India can challenge US hegemony.
Data centres are power-hungry beasts, prompting a search for cool, cheap locations. Greenland's melting ice opens new trade routes and makes the island an attractive site for energy-efficient digital infrastructure, adding another layer to its geopolitical value.
Recent global events have highlighted the risks of over-dependence on foreign technology, prompting India to accelerate indigenous defense capabilities.
Harari challenges the cynical view that power is the only reality in human affairs, arguing that cooperation and trust are equally fundamental to civilization. He examines how this worldview leads to societal breakdown.