A relaxed late night podcast one month after the onset of a war that almost made us sell our shorts. We discuss our reaction to Russia invading Ukraine, what it has meant for our inflation hedge, the recent moves in the bond market and a few thoughts on human nature and why everyone seems so grumpy.

All our content you can be found here:

linktr.ee/mitchandkass

Always remember - We are not your financial advisors and none of our content should be used as investment advice. We are private investors and all comments are our personal opinions.