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Contrarian Investments and Geopolitical Dynamics
This chapter examines strategic investment choices made amidst geopolitical upheaval, focusing on traditional Russian energy and technology sectors in the US and China. It discusses the implications of US military presence in East Asia and highlights the complexities of governance in the Arab world, particularly Saudi Arabia. The conversation also touches on cryptocurrency, gold investments, and significant socio-economic reforms under Mohammed bin Salman in Saudi Arabia, indicating a cautious yet progressive path forward.