This is really good.
We operate on the assumption that financial systems are an accurate model of reality.
What if that is no longer true?
Tim Morgan makes the observation that the amount of energy needed to provision all the future economic activity already baked into the cake (via debt, pension obligations, etc) simply can not exist.
IE, the financial economy has diverged from the real (energy based and energy constrained) economy in a way, and to an extent, that can never be reconciled.