Global shifts - debt, geopolitics, technology - aren’t just noise. They’re your competitive edge. I decode the long game so your brand doesn’t just survive, but leads.

“It is no coincidence that the century of total war coincided with the century of central banking.” - Ron Paul

Reset Economics is my term to encapsulate the chaotic and warped economic landscape of today, where traditional supply and demand dynamics and free-market principles have been supplanted by a grotesque cocktail of artificial interventions and societal distortions. Far from the organic interplay of human choice and resource allocation, what we’re experiencing is a fallout from lockdowns, money printing, and bankers’ wars.

This is all exacerbated by hollow "solutions" like ESG, which stands as the theocratic champion of the fiat financialization of everything - or for the history buffs, Technological Bolshevism. ESG, alongside DEI and other corporate dogma, has morphed into a trillion-dollar grift, propping up a B2B brainwashing machine that pays millions to peddle narratives over reality - think greenwashing scams, diversity quotas, and carbon credit Ponzi schemes. This isn’t capitalism, it’s a parasitic blight thriving on the corpse of industrial wealth, inflating costs, tanking birth rates, and choking innovation with red tape and feel-good platitudes.

People should care because this isn’t just a market hiccup, it’s a structural implosion - a financial reset looming as debt bubbles burst, gold revaluations whisper through back channels, and the "right-sizing" of bloated systems - from the military-industrial complex to overvalued tech stocks - gains traction.

The stakes are existential: recognize this unnatural mess for what it is, or get crushed when the house of cards collapses into a new economic reality no one can fully predict.

Big-picture thinking isn’t optional - it’s essential. I connect the dots between global economics and your brand’s future.

Big themes in Q2 2025:

• “The end of debt” and the debt collapse - 2020 the macro turning point

• Where is all the gold? Revaluations coming?

• “Right-sizing” of America, military industrial complex, cost cutting, DOGE

• AI and overvalued US tech stocks and S&P equities

• Big tech doldrums, re-shoring of manufacturing

• EU regulatory capture and regulatory state, the push for war with Russia and Iran

• Davos, Blackrock, ESG, DEI facing unprecedented pushback

• UK, EU, Davos: “Growth” is now on the agenda, “sustainability” on the back burner

• NGOs and dark money complex under scrutiny

• South Africa on the brink - NHI, BEE.

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If you are a business person interested in understanding macro better, or find yourself ever more interested in the invisible forces that shape everything around us, this is a great place to start.

Below is one of the most thorough and watertight cases for why “sustainability” is a rather empty and heavily misused concept, and upon which so many additional business assumptions are made.

Contextualizing this will make many other problems and distortions begin to make sense.

Prof Aswath Damodaran: