He presents an interesting viewpoint, but he is NO genius, nor am the insignificant nobody me. Only TIME will tell, but still one can deduce how the future can based upon EVIDENCES,
He used the often quoted word spheres of influence, and many would presume a hard round metallic ball, which RUS and the current Zhong dynasty PRC actually is. They merely project a hard surface to bully and scam others into submission.
Our World is made up equally of OTHER spheres too, of other Nations -194 of them, but not as tough or scamming as the Communists do.
USA is a sphere too, but there are many forms of spheres, Even a bubble or cellular matter is a sphere. USA, thru its Democracy Institutions, survived for 200+ yrs. It uses soft power and thus is a mere bubble like substance but is equivalent to cellular matter, to absorb other cells, replicate and reproduce cells for a better Humanity.
As it is a soft power interacting with other bubbles or cellular matter (other Nations), subsets are created over time and that's where smaller Nations exits and eventually will have to choose - to be SQUASHED by a hard metallic ball, or to join a better softer cellular matter to produce a better World.
In terms of stocks, ultimately, it will be the ROI ( Return On Investments) that investors will consider before ploughing their hard earn savings in. BRICs? Gold when one cannot even eat it? Dictatorships whereby one's hard earn savings and even possession of gold can be seized anytime to save the Dictator's failed governances?
OR
In spherical cellular matter whereby the Rule of Law, quality education, progress and REAL innovation exists?