Kontrarian Korner #106 - Joaquin Flores

Yesterday I had Joaquin Flores on the podcast for the first time. Our conversation bounced all over the place, but he connected some of the dots between what is going on the Middle East and the ripple effects we could see in Europe and China in coming months. If you’re interested in the countries and topics to keep an eye on into the summer, you will enjoy this one. You can find Joaquin on Telegram, and he’s a must follow for geopolitics and current events.Podcast Summary* How maritime trade developed over the last couple centuries, and why we will see rail logistics become a larger piece of the global trade pie. * The supply chain disruptions that are baked into the cake, and how it will impact Europe and Germany in particular.* How Greenland is an important puzzle piece to watch.* Why the US is better positioned to weather the coming supply chain problems.* How most news today has an agenda.* The crypto connections with the oil trade in Iran.* China’s role in the global power competition and the competition between factions of their elites. * The accelerating bifurcation of financial markets. * Book Recommendation: The Great Reset by Klaus Schwab.Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe