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JONATHAN TEPPER is the founder and Chief Editor of Variant Perception, a macroeconomic research group catering to hedge funds and high-net-worth individuals.
Acknowledgments | p. xiii |
Introduction: Endgame | p. 1 |
The End of the Debt Supercycle | p. 11 |
The Beginning of the End | p. 15 |
Why Greece Matters | p. 31 |
Let's Look at the Rules | p. 45 |
The Burden of Lower Growth and More Frequent Recessions | p. 73 |
This Time Is Different | p. 91 |
The Future of Public Debt: An Unsustainable Path | p. 109 |
The Elements of Deflation | p. 133 |
Inflation and Hyperinflation | p. 157 |
A World Tour: Who Will Face Endgame First? | p. 175 |
The United States: The Mess We Find Ourselves In | p. 181 |
The European Periphery: A Modern-Day Gold Standard | p. 215 |
Eastern European Problems | p. 233 |
Japan: A Bug in Search of a Windshield | p. 247 |
The United Kingdom: How to Quietly Inflate Away Your Debt | p. 261 |
Australia: Could It Follow in Ireland's Footsteps? | p. 273 |
Unintended Consequences: Loose Monetary Policies and Emerging Markets | p. 283 |
Conclusion: Investing and Profiting from Endgame | p. 293 |
Epilogue: Some Final Thoughts | p. 297 |
Notes | p. 301 |
About the Authors | p. 309 |
Index | p. 311 |
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