Vulpes' Diggle Bets on European Rearmament

The video discusses the current market volatility and the challenges in trading due to the unpredictable risks posed by the Ukraine war. It highlights a strategic shift from investing in China to Southeast Asia due to geopolitical risks and emerging opportunities. The discussion also covers the impact of the war on market uncertainty and the Federal Reserve's approach to managing inflation and interest rates.

Discuss the potential risks associated with investing in China as highlighted in the text.

How do market speculations influence investment strategies during uncertain times?

What are the implications of the ongoing war in Ukraine on global markets?