Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 3min
The Unraveling of Putin's Grip on Power of Russian Stability
03:23 • 5min
The Wagner Rebellion and the War in Ukraine
08:44 • 5min
The Most Probable Transition for Putin's Demise
13:43 • 6min
The Market's Muted on Monday
19:23 • 3min
The Worst Marketing Message of All Time
22:23 • 3min
China's Economic Challenge
25:39 • 2min
The Delay in Stimulus in China
27:41 • 2min
The Irony of the Republican Leadership in the US Negotiating With China
29:11 • 2min
The Geopolitical Risk Premium for European Assets
30:44 • 2min
The Future of Wheat
33:05 • 2min