This week Ed spoke about continued themes of food protectionism (India rice export ban), recent currency volatility with the pound and the yen, and the global implications of a stronger US dollar. Thoughts on why some German companies are now insolvent (but not illiquid). Why energy price caps don't work; demand will have to be destroyed (rations/energy curtailing) or additional energy supply will have to be restored/brought online. Thoughts on the shortage of US teachers.
