National Capitalism: The New Economic Order

Alan Pentz explores the concept of national capitalism and the end of the current international monetary system, examining how countries will navigate debt, industrial policy, and the challenge of China's manufacturing dominance.

A comprehensive analysis of the transition to national capitalism, focusing on how countries will manage high debt levels through financial repression, the need for domestic industrial policy, and the limits of "America First." The discussion explores China's unsustainable export model, the importance of international cooperation, and the long-term challenges of US fiscal policy regarding entitlements and taxes.

Episode Highlights:

[00:02:00] Introduction to national capitalism and the "nonsystem"
[00:06:20] Analysis of global debt situations
[00:19:15] China's manufacturing dominance
[00:32:49] Future of US industrial policy
[00:40:47] Limits of national capitalism
[00:51:57] Final thoughts on global economic future

Episode Resources:

Alan Pentz on LinkedIn
Tonya Berenson on LinkedIn
The New Rules with Alan Pentz on LinkedIn