Published on: March 31st, 2022 • Duration: 35 minutes
Russia’s invasion of Ukraine sent oil to the moon. But what’s next? Macro Investor Nicoletos and Tracy Shuchart, Energy & Material Strategist at Hedge Fund Telemetry, unpack a wide-ranging set of consequences of war in Eastern Europe for global markets. Investors should expect supply chain dysfunction for the next few years, says Shuchart, who also offers some intriguing theories on how authorities might deal with the energy crisis. An inflationary environment will likely favor commodities over equities, Nicoletos notes, and even a ceasefire won’t change that. Nicoletos also explains why a rallying U.S. dollar could be a problem. Recorded on March 28, 2022.