Episode 108: A Peace Premium, a China Surprise, and a Moon Landing

David is joined once again by Renè Aninao, a macroeconomic and foreign-policy analyst at Corbu, a leading Wall Street research firm. The conversation is not for the faint of heart, but they talk a bit about 30 years of post-Cold War market reality and the current reality in the Ukraine. When all is said and done, you will have a better understanding of how financial markets intersect with geopolitics, the opportunity staring President Xi in the face, and the unlikely beneficiary of it all. Furthermore, it will be clear how all of this is an economic story -- a lesson Jerome Powell has understood for over a year now.