Trillium's Smith on Markets, Eco Outlook

The video discusses the impact of geopolitical tensions, particularly the Ukraine war, on global markets. It highlights the challenges posed by nuclear threats, inflation, and commodity price surges. The Federal Reserve's policy responses and the potential for economic recession are examined. The video also explores the uncertainty in investments and the possible global repercussions of a Russian debt default.

How does uncertainty in the market affect investment decisions?

What are the potential consequences if Russia defaults on its sovereign debt?

What factors contribute to the heightened uncertainty in the global macroeconomic picture?