The potential for social unrest in many parts of the world is significantly increased, says David Frum. He argues that if we break supply chains yet again with china, ok, we're in a different world. "We've already got serious problems with inflation, but now a potential food and energy crisis, pushing those prices much higher"
Raoul Pal is the CEO of Real Vision, a cutting edge financial media company and also runs his own macro research business, Global Macro Investor. In this episode we discuss: - Raoul's 3 scenarios for how the war between Russia & Ukraine plays out - The outlook for different asset classes including stock & bonds, commodities & crypto - Why the tokenisation of culture through communities like Bored Ape Yacht Club are so significant We also talk about the practical implications of potential social unrest and how people should be thinking about their life choices in that context as well as Raoul's philosophy of living in the future.