Each month I get together with Jim Rickards via Zoom to discuss the ideas in his latest monthly issue of Strategic Intelligence Australia.

This time I had enough questions that would fill three weeks of replies! (For those that know Jim, he’s extremely generous with his answers.)

This was also partly because the latest monthly was all about connecting the dots to create and understand the bigger picture at play.

Usually, Jim’s issues take a deep dive on a range of topics that affect markets and your portfolio — economic growth, central bank policy, inflation, deflation, currencies, gold, stocks, bonds, demographics, geopolitics, and a lot more.

But this month he did something different…

He took two steps back, looking at all of these topics from a broader perspective. Instead of picking one and diving in, he took the major factors that drive markets and synthesised them into a big picture.

It’s like when you go to the theatre to watch a play…