FOOD INFLATION & its Influence on the New World Order - Russell Clark
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On todays episode of the podcast I am happy to have hosted Russell Clark, Former CEO and CIO of Russell Clark Investment Management.On the podcast we talked about food inflation, how the Russia-Ukraine conflict and other factors have influenced the current inflation, the impact on current geopolitical dynamics and whether we will see a period similar to the 1970's. I hope you enjoy!0:00 - Introduction0:22 - Food Inflation2:50 - Why has China become reliant for food imports?6:27 - All fathoms are politically driven rather than supply driven11:43 - Ukraine - Russia impact on China economy13:20 - Food and Wage Inflation15:58 - North Africa and Middle East exposure to gain exports from Russia & Ukraine17:19 - Can economies take an accelerated increase of interest rates?20:54 - Do you see countries looking inwards and onshoring?27:08 - Why this Food Inflation may be different to the past?31:50 - Will we see a repeat of the 70’s? High Wage and Commodity Inflation?34:55 - Will we see US Dollar strength with these changes?37:10 - Will we see a move to the markets/economy as it was before 2008?38:32 - Do you normally spend a long time before making investments?40:27 - Can you give an example of some of your warnings?44:41 - One piece of advice from the interview?47:28 - Where to find Russell’s work?Russell has 20 years experience in the investment business across multiple countries. He was recently the CIO & CEO of Russell Clark Investment Management, where he was a multi award winning hedge fund manager. Russell pioneered the use of Net International Investment Position data in currency analysis and was a leading exponent of utilising currency volatility in short selling.Russell - Newsletter: https://www.russell-clark.com/Twitter: https://twitter.com/rampagingrussLinkedIn: https://www.linkedin.com/in/russell-clark-2239273/WTFinance - Website - https://www.wtfinance.online/Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4LinkedIn - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas