Global Energy Crisis & Risk of Economic Collapse: Interviews with Mario Nawfal & Coffee and a Mike

This week, I joined Mario Nawfal as well as Coffee and a Mike to discuss the escalating global energy crisis and its profound economic implications. In the first video below, Mario and I discussed the risk of Trump’s Middle East policies driving the world toward economic collapse amid major oil supply disruptions, spiking energy prices, and broader financial market fallout. In the second video, Mike Farris, Dave Collum, and I discuss how oil and energy shocks, combined with Middle East conflicts, are actively damaging economies, drawing parallels to past crises, and what this means for the future.

Mario Nawfal

Coffee and a Mike

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I knew two elderly folks who went from having perfectly normal mental faculties to having some sort of turbo dementia or brain tumors perhaps after getting boosted. Dementia does not usually go from zero to dead in a couple of months. I remember a steep uptick of prayer requests for folks having unusual neurological issues that the docs were trying to figure out about a year or so after the rolled out the vaccines. I have tenant that went from being employed full time to being in the hospital for neurological issues followed by a whole cascade of other health problems. She coasted to social security.

Dying from dementia varies depending on the type. It’s basically a whole lot of ugliness that piles up until someone dies.

Motor function diminishes. Swallowing can become an issue, failure to thrive and poor nutrition can cause a cascade of organ failures. Aspiration pneumonia is fairly common 40% die from this.

Motor function leads to mobility issues. This leads to bladder and other infections and sores and injuries.

The deterioration of the brain can eventually effect breathing and other brain stem activities can become irregular.

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Ironically, one weakness of Chris Martenson’s “Paradigm” for predicting future events may be that Chris Martenson’s Predictive Paradigm is too science-driven and too data, cause-and-effect dependent?

In contrast, Michael Yon’s Predictive Paradigm may be more accurate and predictive because it is Teleological?

Ant thoughts?

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Took the food back from under the bridge.

Arthur Robey?

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the answer to everything else

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What is the name of the series of those cheesy Science Fiction books that Elon Musk was enamored with as a kid in South Africa that Musk builds his business plans and business models around ostensibly trying to literally create the Future depicted in those novels?

Doesn’t this business model and approach seem a bit Odd?

If the Elites act with a “Purpose”, then Michael Yon’s teleological predictive paradigm is inherently more accurate and predictive than Chris Martenson’s science and data paradigm, right?

Does anyone have any links to any of Michael Yon’s writings based upon his experiences living with the Aghori Cannibals in India?

Do the Aghori’s also have a Teleological Predictive Paradigm? Or, are they just “Day Traders”?

Michael Yon said that when sojourning with the Aghori’s that he once used a dead dog as a pillow. Is this what Cenk Yuger of “The Young Turks” means by “Raw Dogging It”?

Ian Banks, the “Culture” series of SCI-Fi books….

I see this kick off of the Iran war and the intentional plunge into an energy crisis as an attempt by American (mostly) interests, personified in the 37 entities donating to the Whitehouse ballroom project, to replace the leaders in the Federal Reserve, and then later the European Central Bank, and the Bank of International Settlements.

The rhetoric of American sovereignty is the mask worn by an American corporate and government elite who want to control the direction of bank credit. These are the technocratic mercantalists behind the Whitehouse ballroom funding.

Their power is not absolute - the dereacination of the world, the Globohomo, ESG and DEI, project lives on in window guidance and side letters that govern bond purchases the world over.

In fact, the largest institutions are backing both the American technocratic mercantalists and the Globohomo shadow finance and NGO rival faction. If either wins, the Blackrock, Vanguard, State Street want to maintain privileged access to bank credit.

It is imperative that the Federal Reserve Board, the ECB, and BIS are publicly identified, their policies to rate small banks and productive enterprises as crap unworthy of credit and instead rate dead end solar, transgender clinics, data centers and digital intermediary software services as A-1 solid gold - this needs to become popular knowledge.

Why did Michael Yon groove with the Aghori’s? Why do the Aghori’s and Michael Yon seek to overcome the Human reaction of Disgust?

“ Aghori: The Corpse as Teacher is the second volume of The Aghori Transmission, a series examining the practices and philosophy of India’s most radical initiatory tradition. Where the first volume established the doctrinal architecture of non-rejection, this volume enters the laboratory.

The practices examined here are three in their major categories. The first is vibhuti: sacred ash drawn from the cremation fire, applied daily to the skin as both ritual and perceptual technology. The second is the kapala, the skull bowl, which functions as a cognitive confrontation that begins long before any ritual use, and continues to resist being made into furniture for as long as the practitioner remains honest about what it is. The third, and the apex of this volume’s inquiry, is shava sadhana: meditation conducted in direct physical contact with a human corpse, at a cremation ground, in the hour before dawn. Between these practices, occupying the central section of the book, is a thorough examination of the Pancha Makar, the five ritual elements whose names begin with the Sanskrit letter ma and whose reputation has produced more misunderstanding in both popular and scholarly literature than any other dimension of Tantric practice.

What this volume argues, through fieldwork conducted over years at sites including Varanasi, Tarapith, and the cremation grounds of Chhattisgarh, is that these practices are not transgressions for their own sake. They are a systematic, empirically refined curriculum designed to accomplish a specific task: the functional reorganization of the nervous system’s disgust reflex, the ancient mechanism through which the body enforces its inherited categories of the pure and the impure. The Aghori tradition holds that insight which has not been metabolized into tissue and nervous system is not yet insight but only its approximation. The chapters that follow are an attempt to map what it takes to close that gap.”

Re: Coffee & a Mike: AI

I found this analysis (link below) to be cogent. Key takeaways for me:

  • Senior engineers and architects got their wisdom via hands-on experience (i.e lots of scars on the posterior). By cutting out junior staff, companies ensure that there will be nobody with the requisite domain expertise/experience to properly review AI-generated work products once the current “old guard” retires and dies off.
  • By laying off large numbers of middle class workers, we will disrupt our consumer economy: people with no income don’t buy things.

BTW - I am a senior member of technical staff (i.e. one of the “old guard”) at a large engineering firm that is embracing the use of AI. Fortunately, the goal is not to reduce staff but to augment the current staff’s productivity. We continue to hire new junior engineers. [Upper management is frequently rational, perhaps because most of them are ex-engineers.]

We largely use Claude Code. Our experience is that it makes as many mistakes as humans, and we subject AI-generated work products to the same technical peer-review process that we use for manually created artifacts. [Many of our engineers refer to Claude as “the summer intern”]

We have been developing frameworks for complex, AI-augmented work flows that incorporate human-in-the loop gates for review and re-direction of Claude, to ensure that the results are reliable and repeatable.

Personally, I think the growth of AI will be reigned in by two factors (a) the non-sustainable economics, and (b) lack of energy. This will be a Good Thing, but when it happens is an open question.

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This! Plus, a good junior will need direction and advice but not babysitting. AI needs babysitting. Does the senior want to do that in addition to higher level tasks? Yes, if they have to in order to keep their jobs, but I suspect that’s no way to get the best from your wisest people. And certainly no way to get innovation.

Used to be new graduates were expected to spend time in a mfg environment. nothing like having to deal with difficult assembly that an engineer dreamed up. That has principally gone away. I mentioned this before, I was asked to come back and train some engineers, as they were failing big time. I passed on the opportunity.

I don’t know how accurate the SPR data is but if we assume it’s close to accurate, we won’t make it to the elections before big fuel trouble hits. We shouldn’t have a fuel crash but a highly restricted supply for a while. It has that engineered crisis feel to it already because a kindergartner could solve this problem before it becomes a problem. Yet again, I’m amazed that the general public is walking into completely oblivious with no memory of the Covid era.

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Have any of you Blokes ever heard Michael Yon’s extended Rant about how no one can prove that Taiwan was ever part of China? But, isn’t Michael Yon missing the point?

Youngmin Kim in “A History of Chinese Political Thought” says that there are 3 distinct possible bases for determining Chinese Nationalism: (1) territorial boundaries and physical borders (which are malleable); (2) Chinese “Culture” (Central Yellow River valley and plain); and (3) Race/ Ethnicity.

Under (1) and (2), I may qualify.

I’m not sure if Andrew Henderson contemplates any Group Identity, much less “Nationalism”. According to Wasana Wongsurawat, Thai “Nationalism” based on territorial boundaries is an artificial construct of State Propaganda.

What about “Gender” and Sexual Identity as a basis of Nationalism? Does Andrew set off your Gaydar?

“Go Where You’re Treated Best”

  • Andrew Henderson, “Nomad Capitalist”

The bathroom in the back of the Stone Wall Bar, Greenwich Village, New York

Whether he tickles your gaydar and why is for you to decide, however Andrew Henderson mentions being married in some of his videos and refers to a wife. He seems to keep some private details of his life out of the videos choosing to retain a more professional approach to content creation

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I was stunned when I read this about using the dead dog as a pillow. Because I once had a vivid dream which felt prophetic. Part of the dream showed a child using a dead dog as a pillow. I was very emotional about this when I woke up and have never forgotten it. Also in the dream, people were fighting over pieces of bread. I don’t remember anything else.

My take on the predictive paradigm is, you should have a bit of everything in it. Why do the 2 avenues have to be in competition? Yon’s method involves observing patterns, isn’t that using data? Chris likes the Bayesian Experiment, which involves intuition, not just data. We did the experiment at one of the Peak Summits and we were told not to think too much.

When I try to predict, my method is mostly intuitive, but that is still based on decades of research, which have given me a sense of things.

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I believe this is the article Michael and Dave were referring to:

…Not sure why you say Chris does not consider design/purpose in his predictive model. Does he even claim to have a specific predictive model? I don’t know.

I think Chris and Yon both use a variety of data points, including intuition.

In terms of the Bayesian Experiment and Bayesian Statistics, it really is above my pay grade to explain. But the application Chris uses seems to rely on various areas of expertise, including general intuition, to answer a question. It was great fun at the 2024 Summit. We were asked many questions about the future and told to stand on a particular line of probability.