Could we be in for an inflationary boom, with pension funds chasing assets, with governments around the world searching for ways to put money in the hands of the people, and shall it be on the backs of a declining dollar with the end of American Exceptionalism?

We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.

Changing weather patterns pose a bigger risk than geopolitics. China is the country most vulnerable to flooding as global temperatures rise.

What if I told you the S&P 500 will reach new record highs in six months and continue rising for a few more years. Is that something you’d be interested in?

Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?

The favorable inflation base effects will start to fade just as the Fed ends its tightening cycle later this year. What could possibly go wrong?

Why invest in a country with a shrinking working age population, excessive debt, a slow-motion property crash, unprecedented sanctions, and a leader for life?

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Bringing together the most interesting people in the most interesting locations for the most interesting ideas.

Markets frequently produce outcomes that expose the folly of most investors and humble even the most successful and confident participants.