Several days ago, my friend David Kilcullen and I gave a webinar for some 200 CEOs and family offices, all major real estate investors. Our topics were was Geopolitical risk, the global economy and markets, and what investors can do to protect their capital. David is the world’s foremost expert on counterterrorism and geopolitics—you can get his latest book by clicking here—and, alas, I am just me. We each gave a 10 minute briefing to the group followed by an hour of questions. I think David would agree that the Q&A on Russia, Ukraine, China, Taiwan, inflation, recession, QE, QT, was more compelling than the presentations.
I am working on carving up the webinar’s (massive) video file into short posts for each of the briefings and each Q&A. In the meantime, I would like to know the questions you would ask. You can post them as comments in this thread and I will do my best to answer them as they come in. I hope you join the discussion and look forward to your questions and comments.
The more I read about how Nord Stream 1 is still "undergoing maintenance" the more I begin to worry about the impending doomsday scenario that may become reality this winter if Putin decides to halt oil all exports to Berlin. Can you please provide your opinion on this in terms of actual probability that you see this scenario becoming a reality? How would you hedge against this?
Securing and protecting your 'capital' best would be to invest in 'grass root' local peoples regardless of the societal umbrella they exist under that most effects your specific capital exposure?
Dr. Rutledge
What changes in shorter term Chinese policy and/or economic direction would make you invest in the country's assets?
What about the medium term?
The more I read about how Nord Stream 1 is still "undergoing maintenance" the more I begin to worry about the impending doomsday scenario that may become reality this winter if Putin decides to halt oil all exports to Berlin. Can you please provide your opinion on this in terms of actual probability that you see this scenario becoming a reality? How would you hedge against this?
Would/Could the best advice be this;
Securing and protecting your 'capital' best would be to invest in 'grass root' local peoples regardless of the societal umbrella they exist under that most effects your specific capital exposure?
Serious question.