Ep 347. Russia / Ukraine, International Investing, Have Rates Peaked? & Risk / Reward

1

Introduction

00:00 • 3min

2

Were You Surprised to See Russia Get Kicked Out of Swift and All the Other Sanctions?

03:24 • 2min

3

Is This the Time to Buy Great Companies on Sale?

05:25 • 3min

4

Is This the End of a Cold War?

08:13 • 2min

5

Do You Think Putin Is Surprised?

10:40 • 4min

6

Is There a Risk of China Invading the World?

15:02 • 2min

7

Do You Have Exposure to Russia?

17:28 • 3min

8

Is Russia More Like Other European Countries?

20:18 • 2min

9

I Don't Know How This Ends.

21:58 • 2min

10

The Russian Economy Is Stable, but It's Not Stable

23:38 • 2min

11

Are Financials More Attractively Priced Than Before?

25:34 • 2min

12

Do You Think the Fed Will Invert the Curve More Quickly?

27:12 • 2min

13

Is the Fed Going to Have to Reassess?

28:50 • 6min

14

Is There Any Lending That's Better for Business Activities?

34:24 • 4min

15

Is It Just Continuing to Slug Away and Wait for Opportunities?

38:26 • 3min

16

Investing in Russian Stocks?

41:22 • 2min

17

Are Emerging Markets Risky?

43:39 • 4min

18

Government Bonds - Is That a Good Thing?

47:46 • 3min

19

What's the Risk of China?

50:36 • 5min

20

Is There a Party System in China?

55:31 • 3min

21

Investing in Turkey

58:17 • 3min

22

Is Russia Really a Commodity, or a Global Asset?

01:01:29 • 2min

23

I've Never Thought About It That Way

01:03:15 • 3min

24

What Public Trade Stocks Are Skewed the Most to Oil and Banks?

01:06:11 • 2min

25

X on Mobile Is a Very Large Constituent of an Index

01:08:25 • 4min

26

Diversification Is So Important for Investors

01:12:36 • 2min

27

Investing in the Merchant Markets

01:14:37 • 5min