I have met the authoir of this book and read some of his work. I have yet to read this one but have no doubts as to the validity of the underlying assupmtions.
http://www.amazon.com/Coming-Financial-Crisis-Wizards-Curtain/dp/0996968644/ref=sr_1_1?ie=UTF8&qid=1452065397&sr=8-1&keywords=john+truman+wolfe