Today, we will discuss the geopolitical events of the past and present. Geopolitical risk is nothing new, but will current conflicts significantly impact the economy?
What we discuss:
0:30 – Things change quickly
2:05 – Keeping perspective
3:16 – Ukraine and Russia history
3:56 - Ukraine wanting to join NATO
6:00 – Different types of risk
8:37 – Geopolitical risk in perspective
10:46 – 26 market corrections since WWII
13:14 – Gas prices throughout history
15:28 – Four mega trends
17:46 – What can we expect to see?
20:29 – Not everything is affected equally
22:20 – What is the ‘solution’?
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