The Macro Moment: Why The Situation With War Is So Hard To Analyze

Macroeconomic analysis is simply compared to geopolitics. With the former, we can start at some baselines that will not change. The same is not true with geopolitics.

In this video I discuss how we are seeing the geopolitical situation radically altering the macroeconomics. This is causing any analysis to be fluid at best (and impossible at worst). Perhaps Buffett was right, avoid stocks in times of war.

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