The Black Plague killed a third of Europe but created advantages for labor, arbitrage disruptions that spawned new power players and merchants, and eventually led to the Renaissance; similarly, the current demographic collapse will create disruption, isolation, and new power players, though it will be a rough ride with a period of mourning and economic disorientation.

Ukraine has proven the nation state is not exhausted as a model, as Ukrainians have demonstrated they can sustain resistance against a larger power through national cohesion and identity.

Deep history meets the market in the current moment: arbitrage opportunities abound from disruption of the old order, and opportunists will jump in and fill niches in new ways, a pattern that has repeated throughout history.

There is a paradox in demographic strategy: if countries continue having many children and growing population they face resource exhaustion, but if they don't have children and don't maintain a young consumer cohort, they exhaust the tax base and cannot support an aging population, making them 'doomed where the paradox is always going to triple up.'

The Ukraine war's nature as a media event, involving social media, online networking, and virtual nationalist mobilization, may be as important as the physical military dimensions in sustaining resistance.