Russia-Ukraine Impact on Investors

The video discusses investment strategies in the current economic climate, focusing on bond and stock markets. It highlights the impact of geopolitical events, such as the Ukraine conflict, on market volatility and regionalization. The discussion also covers the shift in investment regimes due to inflation and geopolitical risks, and the long-term economic changes post-pandemic, including the end of the era of cheap goods and labor.

What new regime for investors is suggested in the context of central banks and inflation?

What are the expected changes in the economic landscape post-pandemic according to the discussion?