by Summary:
In this video with Marc Chandler we talked about the geopolitical turmoil and the supply chain disrution as a result of the war in Ukraine. We talked about how war in Ukraine is disrupting the main products that are exported by Ukraine (agricultural products) and the products that are sold by Russia (especially natural gas and oil). We talked about the central banks policies responding the the higher inflation and higher commodities prices. We talked about the currencies that gained and lost most value. Later we talked about the markets that will gain the most out of this situation and the ones that will weaken. Marc Chandler's blog: http://www.marctomarket.com/ Marc Chandler's LinkedIn Profile: https://www.linkedin.com/in/chandlermarc/ #stockmarket #commodities #naturalgas 00:00 Intro
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In this video with Marc Chandler we talked about the geopolitical turmoil and the supply chain disrution as a result of the war in Ukraine. We talked about how war in Ukraine is disrupting the main products that are exported by Ukraine (agricultural products) and the products that are sold by Russia (especially natural gas and oil). We talked about the central banks policies responding the the higher inflation and higher commodities prices. We talked about the currencies that gained and lost most value. Later we talked about the markets that will gain the most out of this situation and the ones that will weaken. Marc Chandler's blog: http://www.marctomarket.com/ Marc Chandler's LinkedIn Profile: https://www.linkedin.com/in/chandlermarc/ #stockmarket #commodities #naturalgas 00:00 Intro
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| In this video with Marc Chandler we talked about the geopolitical turmoil and the supply chain disrution as a result of the war in Ukraine. We talked about how war in Ukraine is disrupting the main products that are exported by Ukraine (agricultural products) and the products that are sold by Russia (especially natural gas and oil). We talked about the central banks policies responding the the higher inflation and higher commodities prices. We talked about the currencies that gained and lost most value. Later we talked about the markets that will gain the most out of this situation and the ones that will weaken. Marc Chandler's blog: http://www.marctomarket.com/ Marc Chandler's LinkedIn Profile: https://www.linkedin.com/in/chandlermarc/ #stockmarket #commodities #naturalgas 00:00 Intro 01:40 ECB Meeting 06:40 Turmoil Winners and Losers 11:15 OPEC+ supply capacity 14:40 How oil prices effect inflation 15:50 ESG effects on oil production 19:20 Contagion Effect on companies exposed to Russia 22:40 Currency markets 26:20 Gold as a hedge? 26:40 Crypto as a hedge? 27:30 Is renewable energy a good bet? 30:10 Final thoughts This video is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by us as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of opinion. You should be aware of the real risk of loss in following any strategy or investment discussed in this video. |