Update on Russian Stocks, long term implications, impact of potential peace deal
Following our previous video on buying Russian stocks, Lyall Taylor of the LTCP Fund and I had a quick follow up discussion.
📌 Lyall Taylor's great blog: https://lt3000.blogspot.com/
📌 Lyall's Twitter handle: https://twitter.com/lt3000lyall?s=21
📌 Lyall's email: lyall.taylor@swissasia-group.com
TIME STAMPS
00:00 Sanctions on Russian stocks, what to do now?
06:20 Russian stocks are priced like cheap call options
08:00 Accelerated de-globalization and risks for investors
11:20 The impact of a potential peace deal
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