China & TaiwanOpen

East Asia will become the third global geopolitical hot spot after the Middle East and Ukraine, as the US retreats from security guarantees there.

Timeline No deadline given

Timeframe unspecified

Verdict Open

This is open-ended. Tensions in East Asia have risen (North Korean launches, China-Japan frictions), but there is no conflict comparable to the Middle East or Ukraine as of Oct 2026.

What he said

I think the third hot spot will be East Asia.
Read it in the transcript, in context →

More from this video

China & Taiwan

China will use North Korea as leverage: North Korea will threaten South Korea with artillery and launch missiles toward the Sea of Japan, forcing Japan to negotiate with China.

Since July 2026 North Korea has fired missiles toward the Sea of Japan (Aug 6, Aug 12, Oct 12) and had border friction with South Korea over a landmine blast. There is no evidence of the predicted mechanism: China using North Korea as leverage to force Japan to negotiate.

Open
Said Jul 17, 2026no deadline
Society & culture

Over the next 10 years Japan will try to solve its demographic crisis by massively attracting immigrants.

Early signs against: the Takaichi government is tightening rules (a 426,000 cap on the new skill program from FY2027, a lower SSW target of ~805,000, steep permanent-residency fee hikes and income thresholds from Oct 2026), though foreign employment is at a record 2.57 million. Window runs to 2036.

Open
Closes Jul 2036in 3562 days
Economy & markets

Japan will be one of the first industrialized countries to suffer from closure of sea lanes, but will respond with previously unthinkable changes and prove culturally resilient.

Already underway when stated: Japan's Middle East crude imports fell 67% year on year in April 2026, and it released emergency reserves from March. However, no rationing or 'previously unthinkable changes' were reported, and the resilience claim is vague.

Partly
Said Jul 17, 2026no deadline
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Updated 2026-10-16 · 757 calls from 180 transcripts.

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