OT: Geopolitical market analysis.

Jacob Shapiro director of geopolitical analysis at Cognitive Investments discusses the many changes to markets that may occur because of the war over Ukraine.

https://youtu.be/hmcjADG-q08

Although a long interview, in light of some board interest in having a view of how the next few months could affect investments, it seemed like a useful thing to share.

Sincerely,

jan

:^\

Of course, you can leave geopolitical risk analysis to WEB, and just relax?

Commodities do affect supply chains, huh?