[This episode was recorded Sunday March 6th, 2022. The impetus for this Twitter Spaces gathering was to try to make sense of the Commodity and Equity landscape given recent events]
@agnostoxxx, better known as The Shrub is an incredibly sharp thematic and macro thinker - he lays out his vision for where the world is heading and how he is positioning for the landscape which so dramatically changed upon the Russian invasion of Ukraine.
The first 20 minutes alone are well worth the time, as Shrub gave a comprehensive overview of his current thinking.
Special Edition: Macro & Commodity Landscape post Russian Invasion of Ukraine (3/6/22)