Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 3min
The Russian Invasion of Crimea
03:22 • 4min
The Struggles of Russia in the Georgian War
07:28 • 4min
The Russian Strategy for Taking Over Kyiv
11:43 • 2min
The Price of Oil and Wheat Has Exploded Higher
13:43 • 5min
The Price of Wheat Has Nearly Doubled in a Week
18:43 • 3min
The Impact of Russian Commercial Sanctions on Commodity Markets
21:42 • 3min
The Importance of Foreign Companies Doing Business With Russia
24:40 • 2min
The Next Shoe to Drop for Sanctions
26:22 • 4min
The Trade-Off Between Sanctions and Energy Security
30:19 • 2min
Ukraine's Call for Russia to Be Banned From the WTO
32:10 • 3min
The Importance of Free Trade in the WTO
35:39 • 3min
The Bias of the Russian Stock Market
38:17 • 6min
The US Statemanship Crisis in Ukraine
44:09 • 5min
The Importance of Strategic Depth in Russia's Foreign Policy
49:37 • 2min
The Russian Invasion of Kyiv
51:13 • 2min
The Odds of Energy Sanctions on Russia
53:24 • 2min
Russia's Energy Sanctions on Ukraine
55:46 • 3min
The Middle Line Between Energy Sanctions and Nuclear War
59:05 • 3min
The Fundamentals of Investing
01:01:45 • 4min
The Importance of Energy Sanctions
01:05:29 • 2min
Venezuelan Oil and the US Foreign Policy
01:07:00 • 3min
The Future of US Foreign Policy
01:09:40 • 2min
The Risk Reward of Investing in Russia
01:11:38 • 4min
The Commodity Doom Loop
01:15:09 • 2min