Section
Russia
52 posts
Doomberg: Trump, Energy Policy & Geopolitical Chaos
Listen on The Move In this episode, Richard and Pierre are joined by the brilliant and…
November 19, 2024
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Are Sanctions Working?
by Vaibhav Tandon, Senior Economist, Northern Trust Sanctions have not been as powerful as expected. In many sports,…
May 16, 2024
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Listen on The Move In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics…
April 9, 2024
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
September 27, 2023
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
July 25, 2023
Niels Clemens Jensen: One Year On
by Niels Clemens Jensen, CIO, Absolute Return Partners We forgot that war is history’s favourite driver of inflation.…
March 1, 2023
The Green Futures’ Chernobyl Moment
by Cole Smead, Smead Capital Management Dear fellow investors, What has taken place in 2022 is nothing short…
September 6, 2022
CS Zoltan Pozsar: War and Industrial Policy
by Zoltan Pozsar, Credit Suisse Copyright © Credit Suisse
August 27, 2022
The Decline of Vladimir Putin
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PHOTOS OF VLADIMIR PUTIN with a blanket covering…
May 10, 2022
What About the Russian Generals?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives SEVERAL READERS RAISED AN INTRIGUING issue yesterday, after…
March 23, 2022
Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and…
March 21, 2022