Great article. It seems like central banks and governments have painted themselves in a corner.

What do you think the catalyst will be to swing the debt pendulum the other way? How are you preparing your portfolio for it? What role will technology play in solving the issue?

Massive debts are a global issue affecting all economies. Will the countries with the best credit thrive at the expense of lower credit countries? Will there be a showdown between the US and China? The US and the rest of the globe?

I am curious to hear how you think this will play out.