On todays episode of the podcast I am happy to have hosted Russell Clark, Former CEO and CIO of Russell Clark Investment Management.

On the podcast we talked about food inflation, how the Russia-Ukraine conflict and other factors have influenced the current inflation, the impact on current geopolitical dynamics and whether we will see a period similar to the 1970's. I hope you enjoy!

0:00 - Introduction
0:22 - Food Inflation
2:50 - Why has China become reliant for food imports?
6:27 - All fathoms are politically driven rather than supply driven
11:43 - Ukraine - Russia impact on China economy
13:20 - Food and Wage Inflation
15:58 - North Africa and Middle East exposure to gain exports from Russia & Ukraine
17:19 - Can economies take an accelerated increase of interest rates?
20:54 - Do you see countries looking inwards and onshoring?
27:08 - Why this Food Inflation may be different to the past?
31:50 - Will we see a repeat of the 70’s? High Wage and Commodity Inflation?
34:55 - Will we see US Dollar strength with these changes?
37:10 - Will we see a move to the markets/economy as it was before 2008?
38:32 - Do you normally spend a long time before making investments?
40:27 - Can you give an example of some of your warnings?
44:41 - One piece of advice from the interview?
47:28 - Where to find Russell’s work?

Russell has 20 years experience in the investment business across multiple countries. He was recently the CIO & CEO of Russell Clark Investment Management, where he was a multi award winning hedge fund manager. Russell pioneered the use of Net International Investment Position data in currency analysis and was a leading exponent of utilising currency volatility in short selling.

Russell - 

Newsletter: https://www.russell-clark.com/
Twitter: https://twitter.com/rampagingruss
LinkedIn: https://www.linkedin.com/in/russell-clark-2239273/

WTFinance - 

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