In this week's round up, Mark and I dug into the investor uncertainty caused by the Russia Ukraine conflict. Disclaimer: war is always first and foremost a humanitarian crisis. It goes without saying that our hearts go out to Ukraine and those involved in the conflict.
Mark and I focused on the markets angle because we aren't geopolitical experts and that is where our expertise lies. The most important part of this story is, of course, the human side.
We began with the response in US equities to the news of the invasion, including the Nasdaq's move higher. We also covered the behavior of Russian equities and debt markets.
Other topics we went over include the inverted correlation between gold and Bitcoin, energy prices, investor sentiment, and historical analogs based on past war time.
Finally, we concluded with a discussion around SWIFT and the potential deplatforming of Russia. For that take, you'll have to watch the episode.
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