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The Great Rebalancing

Written by Jeroen Blokland

How to break free from the extreme policies of governments and central banks that keep a debt-financed system alive.

In a world drowning in debt, invest in scarcity.

Our economy, society, and politics are changing at a relentless pace. So why haven’t our investments changed with them? And why do we keep saving while inflation steadily erodes our purchasing power?

The Great Rebalancing offers a groundbreaking, objective, and illuminating view of how the financial system truly works and how deeply it shapes our everyday lives. A system built entirely on debt forces central banks and governments into ever more extreme policies. This book guides you through a convergence of forces that make one thing unmistakably clear: The virtue of saving must be re-examined, and the way we invest must be fundamentally rethought.

Language
English

Total Pages
348

Paperback
9789083598819

A book for everyone

WHO IS THIS BOOK FOR?

This book is for investors, policymakers, economists, journalists, entrepreneurs, and socially engaged readers who are being affected by unsustainable debt, persistently low interest rates, and high inflation. It is for anyone open to a different perspective on how our economy and financial markets actually function.

And it is for anyone seeking to protect their savings and grow their wealth.

The Great Rebalancing, the debut book by renowned macro investor Jeroen Blokland

Conviction Required

The Message

Take action now to protect your savings, pension, and investments.

In a world of chronic debt accumulation, unchecked money creation, artificially low interest rates, and persistent inflation, savings and bonds no longer work. The rules of the economic game have changed.

The way forward lies in scarce assets that cannot be endlessly printed or issued: physical gold, bitcoin, and quality stocks. They do more than preserve wealth. They help restore resilience to the system itself.

Once investors, central bankers, and governments finally grasp this, a profound transformation will follow: The Great Rebalancing.

Secure Your Financial Future

Purpose

The Great Rebalancing is meant to be an investment book, a source of inspiration, and a guide to personal financial resilience. If it contributes to securing your financial future, it has done its job.

If this book moves you forward by even one percent, my mission is accomplished.

PREVIEW COPY

DISCOVER A FIRST GLIMPSE

Curious about what to expect from The Great Rebalancing?Explore the preview copy, including the table of contents and the introduction.

Reviews

Readers about the book

The best book on unsustainable debt and its consequences for investors. In clear, easy-to-read chapters, Blokland explains why investing in debt instruments has become increasingly dangerous. Drawing on a range of economic theories, combined with engaging anecdotes and insightful charts, the book confirms what many already sensed: government bonds are no longer a safe haven, and investors must look elsewhere.

This book is exceptionally clear and highly engaging, a must-read for anyone interested in economics, politics, and investing.”

Bart van Wanroij

Director Epona Software Productions

Jeroen’s message is clear: in today’s debt-driven economic system, investment portfolios must be structured radically differently.High debt levels push governments toward ever lower interest rates and higher inflation, rendering the traditional 60/40 portfolio increasingly obsolete. That is why Jeroen introduces The Great Rebalancing, in which gold and bitcoin assume the role traditionally played by bonds.

His case is as comprehensive as it is impressive.”

Wouter J. Keller,

Founder and Manager, Kellers Active Investment Fund (KAIF.nl)

Jeroen Blokland

is an investor at heart

After studying economics at Erasmus University, he worked at several asset managers, including Robeco, where his passion for investing fully took shape. Driven by the question of whether the traditional mix of equities and bonds still truly serves investors, he launched his own investment fund in 2023: the Blokland Smart Multi-Asset Fund.

Known for his clear analysis and data-driven approach, Jeroen has a rare ability to make complex topics both accessible and thought-provoking. Through social media, presentations, interviews, and podcasts, he reaches a large audience of investors and finance enthusiasts. As a result, he has become a leading voice in the debate on the future of investing.

The Great Rebalancing, the debut book by renowned macro investor
Jeroen Blokland