Markets in Wartime
What Goes Up
00:00
China
I'm speculating, but you know, again, i'm just going to give you my irrationally confident, hyperbolic view. China does import food, food prices on a matter one. And we've got political risks at home. Every recession has been preceded by doubling in old presses. I think the risk is there, but the risk of positioning yourself for a reception is also enormous,. Because what do you do then? You buy ten year yields. What happens if this is a georgia senaria? A short term, a month long conflict like anyboty waihe? So that would iwout playing both Idady and inflation through commodity paradime.
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