Redacted News Everything is Changing and A New World Order Just Emerged
Feb 28, 2026
Mark Wilburn, president of NEO's Capital and author known for macro market calls, shares big-picture reading of a fractured world order. He discusses where opportunities lie now: precious metals, nuclear and data‑center plays, real estate, and AI supply chains. He also covers capital wars, trading entries/exits, and practical ways to turn market gains into tangible assets.
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Post 1945 World Order Has Broken Down
- Ray Dalio declares the post-1945 world order broken and we've entered 'Stage 6' of the Big Cycle, the historical war/great disorder phase.
- Stage 6 means rules give way to raw power, debt cycles hit breaking points, and the global map gets redrawn, per Clayton and Mark's discussion.
Don't Rely Solely On Your 401k
- Avoid treating a 401k as your sole retirement plan; it's not designed to stand alone according to Clayton and Mark.
- Reduce max 401k contributions if needed and diversify into tangible assets or skills to protect against tax or wartime asset controls.
AI Growth Creates A Power Investment Theme
- Data centers now consume a meaningful share of US power and scaling AI requires massive additional energy.
- Mark sees nuclear and microreactors as the clean, scalable solution powering AI/data centers and a long-term investment theme.