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A Pot of Gold in Ukraine?
The full video link:
https://www.youtube.com/watch?v=hO-1vfoNrL4
Did you know that the price of Ukraine government bonds have risen by 50% over the past two months, since the beginning of the Ukraine's counter-offensive. Is it because Wall Street thinks Putin is losing the war, especially after the mutiny of the Wagner Group? Or is it because the market is expecting unlimited US Ukraine support after the NATO summit? Can game theory, a tool for analyzing strategic interaction between multiple players that is designed for making predictions of its outcome, help us filter out the noise and understand what is driving Putin, Biden Zelensky? What does the War of attrition game theory tell us about the strategies being deployed by the two sides? Is there a pot of gold in the war-ravaged Ukraine? Trade of the week or a disaster waiting to happen?
David Woo, a former IMF economist and top-ranked Wall Street global macro investment strategist, tells it as it is. You may not agree with everything he says but he will make you reassess everything you thought you knew.
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Useful links:
• LinkedIn: https://www.linkedin.com/in/david-woo-1479a492/
• Twitter: https://twitter.com/Davidwoounbound
• Wikipedia: https://en.wikipedia.org/wiki/David_Woo
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