James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Geopolitical Tensions and Financial Markets
This chapter examines the effects of rising inflation and the geopolitical landscape shaped by the Ukraine conflict on financial markets. It discusses the intricate balance investors must navigate amidst tightening financial conditions, regulatory concerns with reserve currencies, and the volatility of cryptocurrencies. The conversation also highlights the implications of sanctions on Russia, the potential challenges of energy prices, and the strategic need for increased commodity representation in investment portfolios.
Transcript
Play full episode
