Inflationary Recession

The global dynamic where people are somanic, basically, right? And i think that is what's shocking to me, is just how quickly you seem the narrative shift from inflation to recession. As tats wy i sea eentri capital on othe sorts of more growth, these sarts of the sector become more vulnerable. They're based on confidence in a growing global system, growing economy. But certain setrs kind o ere going to benefit from ju political tension, right? Werein il have to be reversing some of the flows of mobilization that we've seen or 20 years ago.