Do You Know Something That I Can't Get Out of My Head?

There hasn't been a major global recession in the last forty years that has not been preceded by rising interust rates and rising oil prices. If you sanction russia, which it looks like is going to happen, then the supply of oil around the world contracts dramatically. Number two, thee will be a flight to the us Dollar. There's always a flight to quality. So every sort of speculative asset that was priced for blue skies, its now going to be priced for catastrophe.