The U.S.-russia conflict is part of a much bigger picture, says Jim Boulden. It's what doctor pippe malrin calls "the new world war three," he adds. The global supply chain makes it almost impossible to fight an economic war with china on the same level as we can now do in this day-to-day struggle for energy supplies and money. He argues that if you're trading commodities like oil or natural gas at higher interest rates, there may be some alpha opportunities available from investors who see things differently.