We'll Need a Lot of Dry Powder Ready, Says Rock Creek's Doriwala

The video discusses the current market pressures due to economic warfare, particularly the impact of sanctions on Russia. It explores the risks of inflation and potential recession, highlighting central bank actions and the possibility of stagflation. The discussion includes market correlations, diversification strategies, and the importance of maintaining liquidity. The video also covers global diversification, focusing on the US and emerging markets, and the potential for a fractured global economy due to rising food prices and supply chain disruptions.

How do supply chain disruptions impact inflation and market stability?

What role does diversification play in investment strategies during volatile markets?

What are the long-term implications of rising food prices on global economies?