Hypernormal Investing: Growing Capital & Protecting Wealth Amid Radical Uncertainty
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John Polomy of Actionable Intelligence Alert returns for a wide-ranging conversation on US fiscal decline, the fracturing global order, and how to protect and grow capital through it. We cover the parallels between today's West and the late Soviet Union, how asymmetric warfare exposed the limits of US power projection in Iran, and why the world is splitting into three competing spheres of influence. From there, John lays out his own investment playbook: internationalising capital, holding gold, silver, and Bitcoin as insurance against debasement, building a modern "permanent portfolio" of liquid hard assets, and why he believes uranium offers the best supply-demand setup in commodities today. Topics Covered: • Parallels between the modern US and the late-stage Soviet Union • The "establishment" as a self-preserving organism • Asymmetric warfare, drones, and the limits of US military power post-Iran • The trifurcation of the world into US, China/Asia, and Eurasian blocs • Scott Bessent, the bond market, and the fight to defend the dollar vs. the debt • Why John believes the US won't survive as an intact political entity within a generation • Internationalizing capital: banking, re