Cold War Economics
Rob discusses the looming cold war dynamics between the West, China, and Russia, predicting a challenging landscape for global markets. He highlights the potential for significant investment opportunities in Russian assets, particularly if there were to be a regime change, drawing parallels to the wealth generated after the 1998 crisis. However, he warns that the current geopolitical climate may lead to lower growth and higher inflation, creating a tough environment for investors.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
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