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Kharkiv Under Siege Yet Russian Oil Still Flows | Jacob Shapiro

Forward Guidance

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The Commodity Doom Loop

Jacob Shapiro: If Russia takes over Ukraine in a sort of bloody way, it's very likely that the price of natural gas, oil, wheat go higher. He says he sees scenarios where we can go really high and then get in the doom loop. "I don't think it's really possible to come up with an answer right now"

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