The Inflationary Force at the Center of a Netflix TV Show

I will do my best to explain major trends through the process of television show ideas that would at least get a meeting at Netflix, but would be passed over for something better - like Tiger King 2.5

Monday, July 3, 2023

Dear Fellow Expat:

Five macroeconomic trends define the 2020s.

Identifying them and knowing how to position your money according to these trends will be essential to your success.

All five embody the predicament our political leaders thrust onto us. In the post-COVID era, governments grow larger, their mistakes more perilous, and businesses face steeper challenges…

I want to (re)introduce these five trends - call them the "Five Ds of the Decade."

We'll put these in familiar terms.

If each of these trends were the major theme of a Netflix drama, we'll look at what would be the over-arching plot of the first season.

I’ve pitched TV shows before, so let’s do a soft pitch on a show about the first trend: Deglobalization.

It’s a show I’d call “Worlds Apart.”

World’s Apart - a Show That Will Never Happen

But first…

What Deglobalization Is (and Isn't)

The world of the last seven decades - the post-war world – was a tightly woven tapestry. Nations worked together.

Globalization produ…