The Competent Investor

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David Murrin: Surviving the Shocks and Brutality of the West's Arrogance

September 29, 2026

In this discussion, global forecaster David Murrin outlines his view that conflicts in Ukraine, the Middle East, and the Pacific are not isolated but a coordinated confrontation between democracies and an axis of autocracy led by China. He traces China's rise to a multi-decade strategy developed after the Third Taiwan Strait Crisis, which involved seducing the West into moving its industrial base to China. This was coupled with systematic intellectual property theft and a military buildup, in...

Peter Alexander: China | America's Fiercest Competitor or Enemy

September 23, 2026

Peter Alexander, an American investor with 30 years of on-the-ground experience in China, argues that Western perceptions are polarized and often miss the nuance of China’s strategic direction. He was prompted to speak publicly by a sense of civic duty, seeing a need for a more balanced, non-conventional perspective amid a debate dominated by collapse narratives or hegemonic rivalry.Alexander traces the shift in American attitudes from indifference to resentment after the 2008 global financia...

Rick Rule: Unlocking the Power of Compounding in Resources and the Importance of Long-Term Thinking

September 17, 2026

Rick Rule, president and CEO of Rule Investment Media, argues that a sustained decline in the purchasing power of the US dollar is inevitable due to the staggering $40 trillion in on-balance-sheet and $120 trillion in off-balance-sheet liabilities. He explains that while short-term interest rate hikes may temporarily strengthen the dollar, the political class will ultimately choose to inflate away these obligations rather than default, setting the stage for a replay of the 1970s inflationary ...