Russia/Ukraine Crisis To Cause Commodity “Doom Loop” | Jacob Shapiro
Forward Guidance
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The Importance of Investing Long and Short
We really have to think of investment not as Pick one country that's going to outperform Think of the global opportunities Both long and short that you're going to be able to capitalize on. I'm very bullish about Latin America In part because I think U.S. supply chains are not all going to just Come home and re-short the United States They're going to knee short, near short And that means good things for places like Chile, like Mexico, like Brazil. Turkey and Iran both Middle Eastern powers that I think are on the rise Especially as Iran kind of comes back into the normal economic world. India could do extremely well in some areas but there'll be other areas where they
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