May 13, 2012
World Debt and GDP - Unsustainable
This is the chart I have been looking for. Sorry, but the axis labels are not part of the graphic file. I have described them below. Thanks to Hayman Capital Management, LLC and Kyle Bass, via my dentist, for the lead to finally find it. Here is a comparison of the world's total debt to GDP .
The dire conclusion is that the world's debt has grown at an 11% annual rate in these 9 years from $80 trillion to $220 trillion while the total world's GDP has grown only at a rate of ~4%. This is unsustainable and Bass' conclusion (in late 2011) is that hard defaults are imminent. See the full report and analysis here.