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Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro
Forward Guidance
The Future of Investing in the Global Economy
We're going through a major geopolitical cycle where we're moving from globalization to more self-sufficiency and more regionalization. Between rising and falling great powers, which means rebuilding supply chains, which also has inflationary impact as well. I wouldn't just throw my money at an India ETF And say hey, they have a billion people the demographics look good They're going to grow really fast. So it's more about being very specific about what sectors you want to be kind of exposed to globally.
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