New World Order Is Here: Fact Check on Global Political Shift

The start of the new world order isn't coming. It's already here. For years, talking about a new world order would

get you called out as a conspiracy theorist. But not anymore. [music] The most powerful people on the planet just

stood on a stage at Davos and said it out loud. They said the old rules are dead. They told us what broke. They told

us why it can't be fixed and what's replacing it. Now, after decades of building companies and investing through

these exact kind of shifts, I can tell you this changes everything. and what no one is connecting yet. That's the part

you can't miss. So, let's go. All right, let's jump right into it. I got a lot of data to get through with you today and

uh everything's changed. And we're going to talk about how it applies to you and our investing framework moving forward.

But first of all, let's go back to the new world order, which is sound like a conspiracy. You've heard that for years.

Of course, if you're watching this channel, you maybe have believed in it. However, it's no longer a conspiracy.

It's no longer a part that is trying to maybe be explained away. As a matter of fact, the world's elite, uh, the people

that run the world, the world leaders, they were in Davos at the World Economic Forum and they just told us, they said

the quiet part out loud. >> Let me be direct. We are in the midst of a rupture, not a transition. It's

unreing at breathtaking pace. This new world of great powers is

being built on power. The old order is not coming back. >> Maybe one of the most influential

globalists. I'm talking about Mark Carney. We're going to talk a lot about him today, but he used the word rupture.

He said the the new world order is ruptured. What does what does rupture mean? Ruptured is means that it's broken

in a way that it can't be fixed. And what comes next is a new set of rules where the world will work completely

different on the other side. Now, what we're talking about is a system collapse. Now, a system collapse isn't

chaos. A system collapse just means the old system collapses and a new system replaces this. Now, we've had different

specific um systems. And really, the one that we're operating in right now has been in place since about World War II,

the rules-based order. Now, we can see in this chart right here I have up on the screen where it started right here

after World War II. We're going back to 1945, and this is a very pivotal point. We're

going to come back to this later, but for now, you can see in 1945 after World War II, we had the Brett and Woods

agreement. So, the entire world got into one global monetary system. We had the creation of the UN, the UN charter, the

World Bank, the IMF, and so this new world order was put put in place right there. Then we had NATO was formed in

1949. And so this was the foundation of this new world um that lasted until about 1989. We can see then things

continued. We saw 1971 Bretton Woods the agreement the global monetary system agreement that was put in place was

shattered. The end of gold happened right here. 1981 is when we said this sort of ended is where the Berlin wall

fell. Why is that consequential? Well, we can see as we went from this rules-based world into a unipolar

moment. Why was it unipolar? Well, because at this point, the USSR collapsed. The USSR was America's number

one adversary or opponent or competitor in the global landscape. And at this time, China was really kind of

inconsequential. But that started changing. So 1991, Soviet Union collapsed. End of history. 1995 the

World Trade Organization was set up which then brought China into the global economy the global factory 2001 was

China's WTO entry and that's really where a lot of the jobs started being shipped from Europe and America over to

China started building China up and then 2008 had this great financial crash. Okay, all of this led from a rules-based

order to a unipolar moment. And now what we can see since 2008, we had the global financial crash and it's been one crisis

after another crisis which continues to erode away the system. We can see here we have the Russia in 2014 Russia

annexes Crimea. 2016 we had Brexit. really Brexit, Trump being elected is really one of the key pivotal points in

one of the charts that I'm going to show you a little bit later where I talk about political revolution cycles, 250

year cycles. We'll go back to that 2019 US China trade war started escalating and this is really where all of this

started eroding and now down here where we have just since over the last four to five years is what's now the great

rupture as Mark Carney framed it, the rupture. Things have broken and they're never going back. This is the

multi-polar eruption. Okay. So the whole world was built on the set of assumptions on a set of agreements that

are no longer here. But I want to talk specifically about five different people who went to Davos and told us what they

see happening and where things are going. Now I picked five. There was I don't even know hundreds of interviews

that I've gone through. So let's start with number one. We're going to go to Mark Carney. Mark Carney might be one of

the most influential people in the world of the globalists. We could argue that Trump might be more influential, but

Mark Carney is as connected as it comes. He's the prime minister of Canada right now, but he's previously run the Bank of

Canada. Before that, he ran the Bank of England. He's been 15 years in the heart, the center of global finance.

Now, what he said was something that everybody should be paying attention to. Again, he said, "We are in the midst of

a rupture, not a transition." So what he's saying is the rules-based order is not just transforming or or or

optimizing a rupture. It broke and it cannot be repaired anymore. He said that the rules-based order is fading. It's

disappearing. It's gone. He said that uh he I think this was a quote from Vaklav Havo. He said that the world has been

living within a lie. what we've seen has been a lie and they've been pretending the old system still works when everyone

knows that it doesn't work anymore. Now, what he believes the world is going to go into is something he's calling a

valuebased realism. We're going to come back to that. And one of the other most influential people, one of the top five

um at the World Economic Forum and Davos was Frederick Mertz. All right. Now, he's the chancellor of Germany. Again,

uh very influential. Uh Germany is sort of the economic engine of Europe and Germany was the poster child for this

rules-based order that we've been in for the last 80 years. Why were they the poster child of the rules-based order?

Well, because they're an export economy, right? They are the manufacturing center of Europe. They export everything, but

they were also dependent on everybody. They shut down their own energy. They were dependent on Russia for energy.

They were dependent on the US for protection, for defense. Frederick said, quote, "The old order is unraveling at a

breathtaking pace." Meaning like, "Wow, we didn't expect it to unravel this quickly. Like, things are changing very,

very quickly. So fast that we don't even know what to do." Now, what's interesting is from Germany, they

benefited the most from this rules-based order. And now they're saying or their leader is saying that that world is

completely gone. He said the old order is unraveling at a breathtaking pace. All right, let's go to the next one. Uh,

number three, Alexander Stub. Alexander Stub is the president of Finland. All right. Now, this maybe is the clearest

framework for what's actually happening in this rules-based order. And really, it's multi-polar disorder. That's what

he said. It's a multi-polar disorder, not a new order, not a new order, a disorder. Their words are very

important. They tell us what to think, and I take them at their word. He said that the liberal world order is giving

way to raw power politics. Raw power. What does that mean? He said that the west, the US and the west is trying to

preserve that power and the east, China is trying to build new power. Now the south, we're going to talk more about

that. The south, the south is up for grabs. And he compared this moment in time that we're in right now to 1918 to

1945 which started this rulesbased order in 1989 when the USSR the US's main adversary collapsed. That's what he says

we're going through right now. All right, let's go to number four. The fourth most uh important person there.

Now these are not ranked in the top five order top five but we have he Leifang. Now he is the vice premere of China.

Now, he was there to defend multilateralism. All right? He talked about the need for

community and how we should all work together. He warned that quote, "The law of the jungle should not be the new

order. That's what we have right now where the strong bully the weak." Now, take from that what you want. Was that

directed at the United States, some other country, or maybe they are projecting that on others? Because, of

course, China isn't exactly famous for playing by the rules by any means. But what is what is he saying? What does

China want? Do they now want to do they want to be the ones define what these new rules-based orders are? And then

finally, uh number five, we'll go to Donald Trump. Again, these are not ranked in order. U but he had a very

different message. Of course, he's the president of the United States. Uh he's been here for a long time, and he had a

very different message for everybody. He didn't talk about international cooperation.

He didn't talk about that. What he said is that America is the engine of the global economy. He said that the better

America does, the better everybody else does. So what everyone else should do is just work with the United States because

if the US does better, they're all going to do better. But what he really did is he went and said, "Boom. I'm putting a

stake in the heart of globalization. Globalization is dead. We are here nationals. We are here America first.

And we're done subsidizing every other nation. We're done paying for their defense. We're done paying for their

tariff or for their imports. We're done subsidizing their pharmaceutical costs. We're done with all of that. All right.

Now, it's time for everyone to pay their fair share. Now, whether you agree with what he said or not doesn't matter. It

confirms the thesis that we're talking about and breaking down and looking into. Now, the US isn't trying to save

the rules-based order. He made that clear. They're not trying to save it. They don't care about that anymore. As a

matter of fact, they're the ones that are rejecting it. The US is rejecting it. The US is actively dismantling the

rules-based order. Okay, so those were the top five people that matter. They're the biggest decision makers, policy

makers that were at Davos, and they told us exactly where we are, why we're going there, but they also talked about what's

coming next. All right, so that was just a glimpse of what five of the top leaders around the world are saying.

Again, I didn't put them in any order, but they are some of the most influential when it comes to affecting

global policy. They all come from different countries. They all have different ideologies. They all have

different interests. But they all agree on one thing. What they agree on is that the old system, the rules-based order,

the old new world order is dead. It's gone. It's dying. It's fading. Or as Mark Carney said, it's ruptured. It

cannot be repaired. Now, the difference is though, they completely disagree on what comes next. And that's where it

starts getting fun. Now Carney, Mark Carney, he wants a coalition of the willing. He wants everybody to agree and

let's just be friends and let's align with people that we have shared values with. We have mers from Germany. He

wants Europe to be strong again of course uh if they can get their military and their energy policy in place. Stub

sees a multipolar world and um he sees that we should all just work together, but it may be chaotic. China of course

wants to lead the new multilateral world order. Trump wants bilateral deals. Now, the bilateral deals are based on

American leverage, not multilateral bilateral deals. If it's good for me, good for you. Let's work that out. And

this is not a transition to a new system. All right? This is a completely different system. And that's five

different visions. And the interesting thing is that they're all competing at the same time. And that right there,

that's the real story. All right. Now to understand what's going on, but more importantly to understand why and where

we're going, we have to understand the mechanics are more important than the politics. We have, you know, we've heard

from the leaders. We heard what they said. We've heard their political positioning. But we need to go deeper.

We need to understand the mechanics that are underneath this. We have to understand what's underlying below this

because when the underlying mechanics break, that's what causes this to happen. Not politics, not speeches. And

so in order to understand that there's three underlying pillars that we have to understand. Number one, the pillar that

holds everything up is trade, global trade, global cooperation. Number two, pillar number two is security. Right? We

talked about the US providing that. Now they don't want to anymore. And then I believe the most important third pillar

is trust. Trust has to be breaking that up. Okay, let's break this down. So we can see the global trade is fragmenting

right now. Global trade growth has been averaging 6% a year. amazing growth from 1990 all the way till 2008 6% a year.

But since 2008, it's only been averaging 1.5% ever since. You can see it's completely

dropping off of a cliff. Now, in this time, the world trade has not done any major deals. There's no cooperation, no

trade deals happening. And as as a matter of fact, it's going the opposite direction, which is why we see it

absolutely plummeting down right here. We can see the trade restrictions stopping global trade have been

increasing. In 2009, we had 300. By 2024, we have over 3,000 trade restrictions. On top of that, we have

tariffs. We have sanctions. In 2010, the US had 20 sanctions. 20 countries sanctioned. By 2024, the US

has 40 countries sanctioned. You can see. And this starts slowing this system down. That's why we've gone from 6% all

the way down to 1% growth. You can see the trade didn't just slow down, it got weaponized. And that's the breakdown of

trust. Okay. Then on top of that, we have the defense. And so we can see that the US has been supplying defense for

the world. Post World War II, the US provides security while everyone else gets to grow. The US spends the money

and all the other countries get to reinvest into their own countries. But the problem is the math changed. Now

under this deal NATO which is the agreement that the everyone but Russia was basically put into the NATO members

were supposed to spend 2% of their GDP the gross domestic product 2% on national defense but they didn't. As a

matter of fact most of the countries were spending only about 1% maybe a little bit more than 1%. However that's

all changed. Now the world realizes they have to pay their fair share. Trump has made that abundantly clear. Now, we can

see Germany is now spending 3.5% of GDP, well above the 2% they're supposed to. Poland is up to 4%, double what they're

supposed to be paying. We can see Japan has completely blown past all of their defense spending. And we can see that

because the US security guarantee is just not there anymore. It's not what it used to be. We used to patrol the seas.

We used to make sure everybody could freely trade. And that is done now. And now these countries are starting to

reinvest. This is changing the power structure of the world. So really what this is is a reationalization

of security. Each country wants to have their own security and it's all being done in real time. Okay. And number

three, what we can see what I think is probably the biggest one is what we hear have here institutional trust,

multilateral institutional trust. And this chart whenever it's going down and to the right, that's not a good thing. I

think this is the biggest problem of all of the three pillars that hold this whole world order up. The trust is the

biggest problem. All right. Institutional trust. The UN, the IMF, the World Bank, the WTO, the WH, all of

them have completely failed us. We can see that surveys of international institutions has dropped from more than

60% in 2000 to less than 40% today, completely plunging. Why is that? Well, because the banking system collapsed. We

don't trust the banking system. We don't trust the central banks. We have the populist waves in Brexit. We can see the

governments aren't listening to the people. Democracy has failed. Of course, we had the COVID pandemic where we saw

what happened through there. On and on and on. Global trust continues to fall apart. And the problem with trust is

that it's very fragile. Once trust is gone, it's almost impossible to get back. Now, if you don't trust the

referees, the UN, the IMF, the World Bank, the WTO, the WHO, if we don't trust them, the referees, then you're

probably going to stop playing the game at all, or at least stop playing by the rules. Why play by the rules if the

referees aren't even paying attention or if they're corrupt? Now, look, these aren't political opinions. These are

structural failures that we're dealing with. Okay? And then we want to look at why is this all happening right now?

because it seems like the world is crazier than it's ever been, right? Like I mean all of we haven't been alive that

long and most of us really only think about a 50-year window regard, you know, depending on how long we've been alive.

So why is the world so crazy right now and why is it happening right now? It's a question I get asked all the time.

Now, if you've been watching my content for any period of time, you've probably seen me use this chart before because

what we're seeing is not random. As a matter of fact, it's something that we see over and over and over. It's a

pattern. It's a cycle. I love cycles because cycles help us understand the past and then it helps us understand

what's coming from the future. And once you understand what this chart is showing us, you can't unsee it. Let me

break it down. Right? I've been talking about these long-term cycles for a long time. There's three cycles that change

the world. We have political cycles, we have financial revolution cycles, and we have technological revolution cycles.

And they all are converging at the same time. And what's interesting is they all work on different time frames. Let me

break them down. First of all, we have these political revolution cycles and they happen on a 250-year time frame.

You can see it right here. 1550, 1517, 1532, Protestant Reformation. Here we had the industrial revolution

and then it peaked here again. We had the American Revolution right there. And here we are where the cycle is

converging right here. Okay, that's the political revolution cycle. I'm not going to spend a lot of time on that,

but let's dive in. What I think is more important, the financial revolution cycle. This runs on an 80year cycle.

Now, we can see this is the orange line right here. We had the South Sea, Mississippi bubble right here. We had

the financial chaos after the revolution after the 1780s. Fast forward the 1860s, we had the Civil War. We had the issue

with the greenbacks. Abraham Lincoln issued greenbacks. The entire monetary system changed, broke down. 1930s and

40s we had Bretton Woods. We had Bretton Woods. The entire global financial system changed and that was of 1944. And

if we add 80 years from 1944 to 1980, we find ourselves right here. Okay. So, we have the 250-year political

revolution cycle converging with the 80-year financial revolution cycle. Radalio talks about the long-term credit

cycle. And then we have what I think is the most powerful, which is this green one. It's a 50-year technological

revolution cycle. Every 50 years, we get a new technological revolution, not a new piece of technology, a cluster of

technologies that changes the financial system, the way that we work, interact, and this is what changes the world. We

can see it going here. Um, we had the industrial revolution 1771. We had the steam engine railways 1829. We had uh

steel electricity 1875. Oil automobiles mass production 1908. uh we had telecom, microprocessors, personal computers,

etc. Right here in 1971 and then right here again you see 50 years later another technological revolution. This

is rewiring who controls information. It rewires who controls money, who controls the choke points,

AI, decentralized networks, Bitcoin, all of this right now. This is why it's so crazy right here, right now.

Now, if cycles help us understand what's happening, how we got here, they help us understand what's coming next. Plus, we

have the political leaders that are trying to jockey for position, what do we see is coming next. If the old system

is ending, what's going to replace it? Not a new order, not a new set of rules. Maybe there's four competing visions.

And maybe these four competing visions are all going to happen at the exact same time. All right. So, path number

one is the valuesbased realism. And this is really broken out here by Stub and Carney. This is their model. And they're

basically saying that the old institutions, they're broken. And what they're saying is that, you know, we

don't throw everything away. We don't want to we don't want to start from zero. How about we just build flexible

coalitions? And what we do is we partner up and we work with countries that share our values. Now this is not uh

multi-polar or global but this is small partnerships. So this might be like Canada, the UK, New Zealand, the

Nordics, right? So we align on basics like we share like a similar rule of law uh democracy, free markets. So this is

kind of what they're pushing for. Now Carney said if we're not at the table, we're on the menu. H very interesting.

What he's saying is trust. If we can't trust to be equal with you, then we believe you're going to take advantage

of us. Now, maybe this has about a 25% of success. This is probably not what's going to happen. All right. Now, the

second one that we have is over here. This is a power centric model. This is power competition. All right. So, this

is the US. This is China right here. Now, this is built on power. It's built on strength. It's built on force by

might. Um, whoever has the might is right. Something like that. And this is about transactional alliances based on

interest but not values. So hey I need this, you need that. We'll we don't like each other but we'll agree to to trade

to share. Now in this type of an agreement the each block would control its own supply chains. I don't trust

you, you don't trust me. So I'm going to control everything internally. We can still trade for what we need, but I'm

going to have my own payment system. I'm going to have my own rules. The US has the dollar and the military. China has

manufacturing. They have a massive internal market. This model is maybe one of the most likely maybe a 35% chance of

succeeding, but it's a very unstable model. Okay. Then we also have path number three. This is a nationalist

self-interest sovereignty model right here. This is a Trump or Modi from India. Maybe this model. The leaders are

basically saying, "Look, we're going to put our country first. Period. That's it. Our country first." Now, we could

get bilateral deals, but not multilateral agreements, meaning like, hey, uh, we're going to work between us

to give each other good deals. And then in this type of a a deal, then each country would use their own tariffs and

do bilateral deals with tariffs to protect their own industries. And the reasoning behind this is because each

leader is basically faced with a situation that they have to talk to their citizens about. If globalization

isn't working, if globalization isn't working for citizens, then why should we keep playing? So, cooperation collapses.

And then finally, the fourth one that we have is this global south. This is the wild card. We don't know what's going to

happen. This is uh up for grabs right now. We're talking about India. We're talking about Brazil. We're talking

about Indonesia. We're talking about Saudi Arabia. Now, each of these countries, Saudi Arabia, Indonesia,

Brazil, they're asking themselves, "Man, why do I always have to choose between the US and China, right? India is like,

man, I want to get my oil from countries, but the US doesn't like those countries, but I would like to build the

iPhone for the US. And why am I always having to choose? Why do I have to choose between those?" So, they're

working on maybe setting up their own infrastructure. New development banks, alternative payment structures, payment

systems. You've heard about the bricks. Now, this represents about six billion people. This one has probably the lowest

probability of success, only about a 15% success. So, that's what's shaping up right now. But here's the thing. What

are we going to do to move forward to protect ourselves and build wealth in this new environment? What do we do with

our money? If the old system is ending, if the future is extremely fragmented, then what do we do? Now the basic

playbook that's worked for us for the last 60 years in this rulebased order is own stocks for growth, own bonds for

safety and cash flow. That's worked very well. I've been talking about for quite a while now how that has been failing.

And now you start to understand why. It worked because the system was stable. It worked because the rules were clear. The

old world equal efficiency supply chains just in time supply chains. we just globally trade and I get you what you

need and you get me what we need. But that ended the new world is not about efficiency. The new world is about

resilience. That's why the US is uh is re-industrializing at a rapid rate now right now trying to uh build up its

national strategic interests. Resilience. The old world was about financial assets. It was about stocks.

It was about bonds. All of those things are promises. But when one of the three pillars is trust, that's gone. Then that

old world, that old financial world, that's gone. The new financial world is built on real assets. Things that can't

get printed. Things that don't require trust. Like what? Well, like commodities, like critical minerals,

like silver, copper, lithium, nickel, like gold, like silver, like Bitcoin. Things that can't be

printed, things that cannot be manipulated. The question is what assets are durable when the system fragments?

That's the question that everybody has to ask. So when you're thinking about how do we survive in this regardless of

what model prevails, the rules-based order didn't collapse, it just expired. And I showed you that right on Q when

all three cycles lined up. The danger now isn't chaos. It's pretending the old rules still apply. One of the things I

say the most, I love this story of Einstein. I'm not going to tell you the whole story, but he said that the

answers change. So, the answers changed here. The world changed. The old way to build wealth, the the old world of

efficiency and financial assets, that's gone. If you still think that stocks and bonds and promises are the way to build

wealth, you're going to be disappointed. The new world is real assets. Think commodities. It's a commodity boom. It's

a commodity sector. Uh I think Bitcoin fits in there as well. Bitcoin's a commodity as well. things that can't get

printed, things that don't require trust. That's where we're going to go as this new system builds out. Anyway,

that's what I got for you today. Hopefully, you've enjoyed this. Uh, make sure that you subscribe to the channel.

Let me know. Drop some comments down below. And that's what I got to your success. I'm out.