In this investment podcast, Chief Strategist David Llewellyn-Smith, Chief Investment Officer Damien Klassen, and Senior Financial Adviser Sam Kerr take another look at the commodities price boom in the face of the Ukrainian invasion.
Agenda:
- Latest situation Anatomy of a blow-off
- Effective sanctions
- Supply elasticity
- Demand destruction
- Risks: Financial crisis / Recession / Supply chain risks / Retaliation
- All about the Fed
- Investment Impact