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Inflationary Recession Is On The Horizon | Paul Hodges

Forward Guidance

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The Volatility of WTR

I think anyone looking at a portfolio has to assume that what they've been doing very successfully for the last 20 or 30 years probably won't work in the future. So, you know, I'm going to keep watching on China. I'll also be keeping an eye on Oedov Scholz, who just become German Chancellor. He delivered a historic speech to the German Parliament where he basically overturned the entire post-war German policy. And now you have to undo Nord Stream 2, obviously. You've got to unwind your dependence of gas coming on Nord Stream 1. It's remarkable how quickly things can go from negative to positive and then back again. France is important because it

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