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MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times

Macro Voices

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Are You Positioning Yourself for World War III?

I don't think anybody's positioning themselves for World War III. Partly because if it happens, well, I'm probably dead anyway. And if it doesn't happen, then I've wasted capital trying to protect myself from it. So there's a little bit of a tells I lose and heads I don't win kind of thing in there. If and when they do happen, as we saw with COVID, you get this brutal realignment. Then typically what has also happened is people then expect governments to step in. But yeah, nobody's positioning itself for the World War III that you describe. And that I hope doesn't happen.

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