David Murrin: Surviving the Shocks and Brutality of the West's Arrogance

Murrin expects a 2030-peaking war cycle to push bond yields, oil, and gold higher while the dollar and bonds decline.

• Coordinated autocratic axis: Murrin argues China, Russia, and Iran are running one coordinated war against democracies, with Xi and Putin's meeting two weeks before the Ukraine invasion framed as China's sign-off.
• Area-denial bubble erodes US power: Anti-ship ballistic missiles (DF-17s, DF-27s) and hypersonic weapons have pushed US carriers beyond effective range; Iran's 32-33 hardened missile cities have similarly drained US/allied interceptor stockpiles (THAAD, Patriot, SM-3).

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.