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 that predict financial markets.

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In this podcast, David Murrin discusses the importance of the Kondratiev (K-wave) commodity super-cycle to the outlook both for inflation and other financial markets. He explains the implications of the K-wave (which is expected to peak in approximately 2030 or 2031) for his “Five Stages of Empire” model and what this means for empires in decline (such as USA and the EU) and empires that are rising (such as China and India). In the next few years, this has substantial inflationary ramifications for commodities, bonds, equities and currencies, particularly the US dollar. He outlines the way that rising geopolitical conflicts could lead to an escalation of the ongoing warfare between autocracies and democracies. This has dramatic consequences for global asset allocation decisions and favours an overweight investment in gold and many other commodities.

David’s long career has been focused on finding deep-seated patterns in history and using them to understand and accurately predict both the geopolitical dynamics and the financial markets.

Global Forecaster provides actionable real-time market analysis combined with a unique geopolitical overview.