Juan and Russell explore what has changed in the world from a monetary point of view since his last appearance on TVP. They discuss what history has taught us about the state in which we find the world today, given the conflicts in Europe and the Middle East, but also what the current analysis is missing out on. They’ll reflect on Russell’s very well-timed prediction on inflation coming back, which he made in 2021, but also what is coming next. Finally, they analyse China’s need to further devalue its currency. Enjoy!