David Osman of the IRF is joined by David Murrin, the Founder of Global Forecaster who is renowned for the development of unique and effective behavioural models, which when combined with a geopolitical overlay have a most impressive track record at predicting financial markets. David has also authored the highly acclaimed book, Breaking The Code of History, which has striking parallels with the work of Ray Dalio. 
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David discusses the importance of the Kondratiev Wave commodity super-cycle on the outlook for inflation and other financial markets. He explains the implications of the K Wave for his “Five Stages of Empire” model and the dramatic ramifications, including the growing risks of a World War in the next five years as empires collide. 
He believes we have entered the doomsday bubble with the stock market peaking in November last year and now on a rapidly accelerating downward spiral with inflation out of control and the Fed out of levers to fight back. Meanwhile expect Putin to take over Ukraine and move towards occupying a NATO country whilst China will go for Taiwan and South Korea. The world is entering a key juncture, investors should be prepared for the worst!

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