Excess Returns  cover image

What Investors Need to Know About Geopolitics with Marko Papic

Excess Returns

00:00

Is the End Game Here?

The Korean War ended without really a peace deal because the two sides were exhausted and there was a line of control established. I think that we're reaching a point where both the Russians and Ukrainians are exhausted. So I think the Russian offensives will fail over the course of the next three to six months. And I think Ukrainian offensiveswill continue to actually surprise to the downside from this point.

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