Russell Investments' Pease on Russia Exposure, Tail Risks

The video discusses the economic challenges Russia faces due to its isolation and the potential for social unrest. It highlights the market's reaction to the conflict, with a significant drop in Russian investments and a wait-and-see approach from investors. The financial implications for Russian borrowers, who need to manage substantial debt, are also covered. The video explores the possibility of containing the situation and the risks of broader conflict or energy disruptions, which could lead to higher oil and gas prices.

What are the potential tail risks mentioned in the text regarding the conflict?

What implications could arise from energy prices being affected by the conflict?