Market Reaction to Potential Nuclear Conflict
The episode discusses the potential market impact of a nuclear conflict and analyzes the current ring fencing of risks. The speakers highlight the disconnect between humanitarian crises and market reactions, emphasizing the importance of considering second and third order economic impacts. The conversation also explores the concept of fat tail risk and its implications for market expectations.In this clip
From this podcast
All-In Podcast
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
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