TOPICS AND TIMESTAMPS:

This Is It 0:00

Much Higher Prices 0:34

Russia Default 4:18

China’s Big Deal 5:50

Incoming Recession 12:28

Commodity Prices Could See an Additional 40% Upside, JPMorgan Says

https://markets.businessinsider.com/news/commodities/commodity-prices-oil-metals-more-upside-investor-under-allocation-jpmorgan-2022-4

Is Today’s Energy Shortage Worse Than The 1970s Oil Crisis? | OilPrice.com

https://oilprice.com/Energy/Energy-General/Is-Todays-Energy-Shortage-Worse-Than-The-1970s-Oil-Crisis.html

Russia’s First Default in a Century Looks All But Inevitable Now - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-09/russia-s-first-default-in-a-century-looks-all-but-inevitable-now

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https://cms.zerohedge.com/s3/files/inline-images/unnamed%20%2811%29_93.png?itok=CKqDYM34

U.S. Sanctions Russian Diamond Miner Alrosa, Producer of 30% World Rough Stones - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/u-s-sanctions-russian-miner-producing-30-of-world-s-diamonds

A fertilizer shortage, worsened by war in Ukraine, is driving up global food prices and scarcity

https://www.cnbc.com/2022/04/06/a-fertilizer-shortage-worsened-by-war-in-ukraine-is-driving-up-global-food-prices-and-scarcity.html

Rice for Millions Put at Risk as Fertilizer Prices Hammer Peru

https://finance.yahoo.com/news/fertilizer-squeeze-making-rice-farming-180211305.html#:~:text=(Bloomberg)%20%2D%2D%20The%20global%20fertilizer,tens%20of%20millions%20of%20people.

Inflation Hedges Are Getting Harder for Investors to Find - Bloomberg

https://www.bloomberg.com/opinion/articles/2022-04-10/inflation-hedges-are-getting-harder-for-investors-to-find?srnd=premium-canada

Are we witnessing the beginning of de-dollarization? | The Hill

https://thehill.com/opinion/international/3262514-are-we-witnessing-the-beginning-of-de-dollarization/

Larry Summers Sees Consensus Building Toward Inevitable U.S. Recession - Bloomberg

https://www.bloomberg.com/news/articles/2022-04-08/summers-sees-consensus-building-toward-inevitable-u-s-recession#:~:text=Former%20Treasury%20Secretary%20Lawrence%20Summers,into%20a%20recession%20next%20year.