Macro strategist Gillian Edgeworth joins host Thomas Mucha to continue our discussion on the macro and market implications of the war in Ukraine, including the conflict's impacts on energy, food, and geopolitics.
2:10 - Update on the war in Ukraine
5:20 - Oil price cap and the future of the Russian economy
8:30 - Russia's economic relationship with China
12:00 - India's and Turkey's relationship with Russia and the West
16:20 - Positive developments in Ukrainian food exports
18:10 - Investment implications of the war in Ukraine
23:20 - Insights from 14 years analyzing the Russian market
25:30 - Collaborative research approach
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