Does Russia Dictate the Risk Rally?

The video discusses the impact of Russia-Ukraine tensions on global markets, focusing on stock market volatility, inflation concerns, and central bank responses. It highlights the shift from tech to value stocks, the role of geopolitical risks in inflation, and the challenges faced by the ECB. The discussion also covers safe haven currencies and the ripple effects on commodities.

What are the key themes discussed regarding the performance of tech stocks in the current market?

What are the potential buying opportunities mentioned in relation to tech stocks?

How do the speakers perceive the impact of energy prices on the European economy?