Global Macro Investor with a Speciality in Startups. Operator-Investor. Portfolio Entrepreneur.
"Our political establishments seem unable to overcome their disbelief that the good old days of globalization are a thing of the past. Meanwhile, Russia and China have been arming at speed and scale, with Moscow fully mobilized to generate a force of 1.5 million, and Beijing already commanding a military of over 2 million. China’s People’s Liberation Army Navy is already numerically bigger than the U.S. Navy, its shipyards building new units faster than anything U.S. contractors can achieve. And the same goes for the slow rates of munitions production in the U.S., not to mention the subpar performance of Europe’s largest economies when it comes to rearmament. A case in point, this year Russia is expected to produce about three times more artillery munitions than the U.S. and Europe combined — and at much cheaper cost. Truth is, as the axis of dictatorships continues to consolidate, both politically and militarily, the collective West — though declaring itself united— remains fractured. Democratic allies are often at cross-purposes when it comes to their economic interests, and they lack a shared threat assessment as well." https://lnkd.in/g6ESbSY2
