Section 1: Executive Summary: The World of Tomorrow: Extreme Risks, Exceptional Opportunities
Section 2: Understanding the Macro-Picture: Our debt based economic growth paradigm is broken - A dangerous economic rollercoaster ride will follow and continue for some time ... until we will have found a new and robust economic growth paradigm
Section 3: A Perfect Inflation Storm is in the Making
Section 4: The 1970s Inflation Crisis: Invaluable Insights for the World of Tomorrow
Section 5: Inflation and Mega Risk Chains: Why high inflation will lead to new Mega Risk events in the future
Section 6: Managing companies during times of high inflation: Ten inflation management activities and tools
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Part 1: Your Navigation Tool: The Four Phases Inflation Management Model (23:44)
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Part 2: Training needs, inflation mechanics and dynamics, inflation vulnerability analysis, stress-testing corporate strategy, understanding maximum point of inflation pain and gain (23:45)
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Part 3: Criteria to identify inflation winners and losers (10:25)
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Part 4: The Double Victory Beat Inflation Program, company specific inflation metrics, Merger & Acquisitions Strategies, use of external experts (18:20)
Section 7: How Companies can beat Inflation: The Double Victory Beat Inflation Program
Section 8: High Inflation and Financial Institutions: A disaster waiting to happen
Section 9: Inflation and Investments
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Part 1 Introduction: No inflation flu-shot available - A dynamic strategy is needed (12:05)
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Part 2: The Global Perspective: Asia may win, the Developed World will lose (7:21)
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Part 3: Inflation and Investments; How inflation mechanics and dynamics impact investments (10:39)
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Part 4: How the Four Phases Inflation Management Model can help investors develop dynamic strategies (27:47)
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Part 5: Equity markets and high/volatile inflation (33:35)
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Part 6: Other asset classes: cash, bonds, foreign exchange, bitcoin, gold, real estate (35:43)
Section 10: Warren Buffett case study: How to turn an inflation crisis into an exceptional opportunity
Section 11: Inflation and Countries: Pain for all ... Inflation Hell for some - How to assess the inflation vulnerability of your country and what to do about it
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Part 1: Global Analysis: Winners, Losers, and a new World Order (10:42)
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Part 2: How does inflation affect a country? (25:22)
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Part 3: Determine the inflation vulnerability of a country: 27 inflation vulnerability criteria for assessing the health of a country (20:20)
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Part 4: Case Study: Germany: From 1970s inflation winner to 2020s inflation loser? (20:45)
Section 12: If I was an Advisor to the President: How Politicians Should Fight Inflation
SUPPORTING MATERIALS
