
The Food Was The Delivery Mechanism
Ultra-processed food supplies 55 to 60 percent of the calories an American adult eats, and nine in ten particles in a litre of bottled water are small enough to cross the blood-brain barrier. The damage was never the calories. It was the transport.
The Calories Arrived. The Nutrition Did Not.
The industrial food system solved a problem I spent sixteen years failing to solve. It made calories cheap, stable and available in every filling station between Bremen and Kazan. What it did not bring along was the nutrition. Among American adults, 55 to 60 percent of total calories now come from ultra-processed food. Among children aged 1 to 18 the figure is 62 to 70 percent. These are industrial formulations, typically five ingredients or more, built from hydrogenated oils, high-fructose corn syrup, emulsifiers, thickeners, colourants and flavourants. Processing strips the fibre and most of the micronutrients out and leaves the caloric density in. A 2024 review pooled 45 meta-analyses covering nearly 10 million people. It found a 50 percent higher risk of death from cardiovascular disease, 66 percent higher risk of death from heart disease, 55 percent higher risk of obesity, 40 percent higher risk of type 2 diabetes, 48 percent higher risk of anxiety disorders, 41 percent higher risk of sleep disorders, 20 percent higher risk of depression and 21 percent higher risk of early death from any cause. The same review ties these foods to 32 distinct health conditions. Fibre tells the same story in two numbers. Traditional diets deliver 40 to 60 grams a day. The Western diet delivers 10 to 15. Nothing on that list is exotic. That is a trolley.
One Plastic Card A Week
Here is the part I did not want to believe. It took three separate papers before I did. An average person takes in 78,000 to 211,000 microplastic particles a year, depending on how the measurement is done. Food and drink alone account for 39,000 to 52,000. Add inhalation and the range runs 74,000 to 121,000. On mass that is 18.33 to 71.69 grams a year, about one plastic credit card a week. Bottled water is the largest single source. A 2024 study measured 110,000 to 370,000 plastic particles per litre, and around 90 percent of them were nanoplastics, small enough to cross biological barriers. A person drinking only bottled water takes in roughly 90,000 particles a year against 4,000 for someone on tap water. None of it is leaving. A 2024 University of New Mexico study found microplastics in human brains had risen 50 percent in eight years, from a median of 3,345 micrograms per gram in 2016 to 4,917 in 2024. Brain tissue carried a higher share of polyethylene than liver or kidney. The particles have turned up in cerebrospinal fluid, which means they crossed the blood-brain barrier. I have signed guarantees I could not cover. This is the same trade with a longer clock.
The Fire That Never Goes Out
The body does not attack the food. It attacks what the food lets through. A diet high in ultra-processed food, refined sugar and industrial fats changes the composition of gut bacteria. That disturbance raises intestinal permeability. Bacterial endotoxin, lipopolysaccharide, then crosses the intestinal wall into the bloodstream, and the immune system answers the only way it can, with IL-6 and TNF-alpha. The state has a name. Metabolic endotoxemia. It stays after the diet improves. Visceral fat is not a warehouse. It is an active inflammatory organ. Research from 2024 and 2025 shows fat around the gut promoting Alzheimer’s pathology through microglial activation in the brain. Belly fat and dementia sit on the same pathway. Rates of inflammatory bowel disease and the other non-communicable diseases have climbed over five decades in near-exact step with the spread of this diet. The pathway runs one way. Dysbiosis, permeability, translocation, cytokines, tissue damage, disease. Every link has been measured.
The Light You Sleep Under
I have worked across eleven time zones. I know what circadian misalignment feels like long before I know what it is called. Mine was paid for in flights. Most people buy it with a lamp. Adults need seven to nine hours of consolidated sleep. The sleep-wake cycle is the strongest time-setter the body has, and wake time holds the clock steadier than bedtime. Let the two drift apart and the risk of metabolic disease, cardiovascular disease and cognitive decline rises with the drift. Between 10pm and 4am, screen light suppresses melatonin and pushes sleep onset back by one to three hours. Retinal cells tuned to wavelengths around 460 to 480 nanometres run that response. Red light under 10 lux does essentially nothing to the clock. Morning light does the opposite. Ten minutes outdoors in the first two to four hours after waking, thirty on a grey day, sets the early cortisol rise that makes the following night’s sleep work. Modern work reverses the pattern. Office hours from 8am to 6pm sit on top of peak circadian alertness, and artificial light stretches the desk into the evening. Almost no morning light, a great deal of late light, the exact inverse of what the body was built on. 65 percent of American adults report sleep disruption tied to work stress. Shift workers carry elevated cancer risk on the same mechanism.
The calories arrived on schedule. The nutrition did not come with them.
Loneliness, Dosed Like Cigarettes
In May 2023 the US Surgeon General, Dr Vivek Murthy, issued an advisory titled Our Epidemic of Loneliness and Isolation. It put loneliness in the same risk category as smoking and obesity. The headline number is this. Lacking social connection raises the risk of premature death by an amount equivalent to smoking up to 15 cigarettes a day. The breakdown runs 29 percent higher risk of heart disease, 32 percent higher risk of stroke and 50 percent higher risk of dementia in older adults. Around half of US adults reported measurable loneliness before 2020. Among people aged 15 to 24, time spent with friends fell 70 percent in a decade. Same fire, different fuel. Isolation raises cortisol and norepinephrine, lifts IL-6, TNF-alpha and C-reactive protein, and shifts gene expression toward inflammation. Chronic work stress does it through the HPA axis. The healthy pattern is a sharp cortisol peak at 6am to 8am and a long decline through the day. The modern pattern is a flat morning and cortisol still up at midnight. Job stress costs US employers over 300 billion dollars a year.
The Invoice Is Already Written
The bill exists. It is itemised. US national health expenditure reached $5.3 trillion in 2024, or 15,474 dollars per person, 18.0 percent of GDP. About 90 percent of it, roughly 4.8 trillion, goes on chronic and mental health conditions. Chronic disease is on pace to cost $47 trillion between 2024 and 2039, near 2.2 trillion a year in direct medical costs plus close to 900 billion a year in lost productivity. Then the trap closes. 66.5 percent of all bankruptcies in the United States are caused directly by medical expenses. 530,000 families file every year over medical bills, at least $220 billion in medical debt is outstanding, and 28 percent of households earning under 40,000 dollars carry medical debt against 6 percent above 100,000. A person earning 30,000 dollars cannot clear the debt and eat whole food in the same month. The illness makes the debt and the debt feeds the illness. That loop does not appear on the chart. What I do with a system like this is what I did in 2008, when I restructured a EUR 75 million industrial group and stopped forecasting the quarter the money would stop. I priced it instead. I signed a EUR 20 million personal guarantee that folded on Christmas Day 2008. I lost savings in the 2013 Cyprus bail-in. Both events were called improbable by people who were paid to estimate them. The probability that a diet of emulsifiers, seed oils and bottled water is neutral is not zero. It is low, it compounds year on year, and almost everyone is pricing it at zero. Sixteen years of field work took me through rural Nigeria, post-conflict Serbia, Kazan and Fukushima, and every machine I deployed arrived with a spreadsheet of what it would cost to be wrong. Nobody hands you that spreadsheet for your own body. Build it. Change the water first. Then the food. Then the light.
Belly fat and dementia sit on the same pathway, and every link in it has been measured.
The map is dead. Nobody told you.
Bali State of Mind is the survival guide for the collapse of everything you were taught to believe.
Beyond this book
Building the same thing somewhere else.
Julien Uhlig is available for advisory work, board seats and media appearances. Write to media@exventure.co.
The academy that trains the operators, across every company in the group, is EX Epic Academy - 25,000 applications, 25 seats per cohort, 210 alumni across 19 countries. academy.epicsolutiongroup.com
18-20 November. Online, Las Palmas, Bali.
Three days on what happens to work, capital and institutions when the map stops matching the ground. Seats are limited by cohort.
ex-aisummit.com →