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Show Notes

[00:02:48] - [First question] - His thoughts on what’s happened so far between Russia and Ukraine

[00:06:18] - The geopolitical motivations for Russia and what they can gain from the conflict

[00:10:52] - How his impressions of warfare have evolved watching this play out

[00:13:45] - What to consider about nuclear war and different types of nuclear weapons

[00:16:31] - The economic warfare from the West against Russia and its implications

[00:21:06] - Whether or not the world is de-globalizing and how interconnected we all are

[00:24:45] - How we should view post-covid inflation, specifically in the US

[00:30:34] - The ways the Fed’s role has evolved

[00:33:25] - Impacts of liquidity on asset prices and why it’s such a key factor in markets

[00:34:16] - China’s positioning and how the Ukraine conflict could alter their plans

[00:40:58] - Thoughts on Taiwan and how global supply chains might change

[00:44:47] - Why so few people believe that China has peaked

[00:48:52] - His take on income equality in the US and why it’s the number one issue

[00:53:03] - What the US could do to improve itself as a country most going forward

[00:55:35] - Having a green energy transition view is crucial and the surrounding politics

[00:59:22] - The preconditions for doing well in atoms-based innovation

[01:01:13] - What he’s watching most carefully about the conflict in Ukraine

[01:02:51] - The kindest thing anyone has ever done for him