Geopolitical Investment Risks
The conversation dives into the implications of sanctions on Russia and the potential ripple effects on China and Taiwan. Concerns arise about the self-sanctioning of financial institutions and the economic repercussions of distancing from Chinese assets. The discussion highlights a shift in focus from inflation to the broader geopolitical landscape, suggesting that higher inflation may be tolerated if it means applying pressure on authoritarian regimes.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
Related Questions