Dr. Lev Borodovsky, editor of The Daily Shot newsletter returns to the show to help us unpack geopolitical and macroeconomic developments. The threat of rising inflation, slowing economic growth, and conflicts in Russia and Ukraine have kept investors on edge. But over time, markets can adjust to higher volatility as valuations normalize. Lev has been busy gathering insight across Wall Street – a great value to our listeners and investors! Make sure to subscribe to The Daily Shot.
In the December podcast, we warned that 2022 could resemble 2018 – a year when the Federal Reserve tried to taper, which triggered a mini stock market crash. And now, we start the year with great turbulence. This time, however, a mix of macroeconomic and geopolitical risk emanating from Russia and Ukraine have kept investors on edge.
And of course, the threat of rising inflation lingers. Supply chain disruptions and record low inventories contributed to a surge in prices. But fighting inflation by raising rates comes at the expense of slowing economic growth.
To help us unpack these developments, we turn to Lev Borodovsky, the editor of The Daily Shot newsletter. Geopolitics
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