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Joseph H. Davis
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Preface: Skagway, Jack Bogle, and Megatrends vii
Chapter 1 Challenging My Own Assumptions 1
Chapter 2 AI AND Two SIMPLE TRUTHS 19
Chapter 3 The Fallacy of Globalization’s Retreat 49
Chapter 4 Not Destiny, Just Demographics 71
Chapter 5 GOVERNMENT DEBT AND DEFICITS: One MATTERS MORE 85
Chapter 6 Megatrends Around the World 101
Chapter 7 THE TUG-OF-WAR: AI vs. FISCAL DEFICITS 115
Chapter 8 PREPARING FOR THE TUG-OF-WAR: PRINCIPLES vs. DOGMA 137
Chapter 9 A Victor’s Portfolio, Act I: Divide and Conquer 151
Chapter 10 A Victor’s Portfolio, Act II: Choose Wisely 173
Chapter 11 Conclusion 183
Appendix Framework Details for the Interested Reader 187
Acknowledgments 199
Index 203
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