Peter Zeihan (formerly of stratfor) is a big name in the world of geopolitical risk analysis, and provides consulting services to various industries. He's published three books concerning the current global order, its collapse, and the winners/losers of the next hundred years.

If you're familiar with his work, the first quarter of this presentation will be old hat to you - very much an abridged version of his typical conference presentation.

He then segues into discussing the current status of the coronavirus epidemic globally, as well as how its progression may impact the future he's previously modeled.