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EssentialThe Essential Conversation

There Will Be a World Beyond Russia-Ukraine

Featuring Genna Lozovsky and Harry Melandri

Mar 22, 2022 • 41 minutes

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Essential

The Essential Conversation

There Will Be a World Beyond Russia-Ukraine

The end of the globalization era does not mean the end of attractive emerging markets.

Featuring Genna Lozovsky and Harry Melandri

Mar 22, 2022 • 41 minutes

Ukraine will not be abandoned after its war with Russia ends. It will rebuild as foreign allies provide external funding. And it will once again be a good place to invest, a market-friendly jurisdiction with a proven track record of servicing its sovereign debt. When the present crisis passes, according to Genna Lozovsky, managing partner at Sandglass Capital, Ukraine will prove a solid credit and an attractive target for capital allocation. Lozovsky talks to Harry Melandri, an advisor with MI2 Partners, about the impact of the Russia-Ukraine war on globalization, commodity prices, Europe’s dependency on Russian gas, and China’s role in the aftermath of the war. Lozovsky and Melandri also explain why China will not invade Taiwan and hypothesize about investment opportunities in Russia should regime change take place. Switching hemispheres, Lozovsky notes that Argentina is moving to a more market-based economy and that Sandglass Capital continues to bet on the South American nation. Recorded on March 16, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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