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West

also referred to as: the west

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 28, 2022 by Marko Papic · across every show →

Everything said about West, oldest first

Feb 28, 2022 bearish
Prediction Not checkable as stated
Papic: Escalation will trigger 1973-style commodity embargoes and stagflation
“And then you're going to start talking about embargoes of commodities, both self-imposed by Russia and perhaps imposed by the West. And then you're talking about inflationary impacts of this conflict being something akin to the 1973 Yom Kippur War, which is de…”
Marko Papic Feb 28, 2022 ▶ 9:05 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
Jul 11, 2022 bearish
Opinion
A West-China-Russia Cold War Will Crush Asset Prices and Returns
“I really think that we're in a process of moving to a massive cold war of the West against China and Russia. I think that's terrible for returns and asset prices, and it's really bad, obviously, for Chinese assets.”
Rob Citrone Jul 11, 2022 ▶ 26:23 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
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