
The Next Big Trade - Alex Gurevich Is Playing the Long Game
Real Vision: Finance & Investing
00:00
Supply Chains and Resiliency
I'm a simple man. I drink too much, so it's not difficult to confuse me. A lot of the real capital we have is in china or its in the former soviet union. Supply chains were optimized for 20, 30 years by people who er, whose educational background is in maximising financial returns. So i think we will need a huge amount of real investment in defence. For example, you can't build up your armaments without it creating a race. The russians will continue to spend,. god knows how much, what a proportion of duty p they've got on arms. You can see also that we're going to build a new ser energy inf
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