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Transcript
Chapters
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How Social Media Changed the Financial Landscape
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Ukraine's Two Wars: TV and Financial
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How Do You Deploy Capital when the Financial Architecture Has Shifted?
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The Effects of the Weaponization of the U.S. Dollar
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The Shanghai Lockdown Effects
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How Will the China Supply Chain Disruption Impact U.S. Consumers?
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Deglobalization & Bringing Manufacturing Back to the U.S.
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The End of the Shale Revolution
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Can Energy Prices Ease?
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Where the Fed Got it Wrong
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"The Ultimate Diversification of a Portfolio Is Energy"
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What Will Kill this Bull Market Is High Energy Prices
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The Costs of the Russia-Ukraine War