#444 – Vejas Liulevicius: Communism, Marxism, Nazism, Stalin, Mao, and Hitler

Bearish

• $RUSSIA— The ongoing conflict in Ukraine, particularly Russia's attacks on civilian targets, makes peace negotiations extremely challenging. This suggests continued instability and potential negative impacts on Russia's economy and markets.

  • “I think that peacemaking is going to face a very daunting task here, given all that's accumulated, and I think in particular, you know, just from the last days of of the launching of missile attacks against indiscriminate or civilian targets, that's not easy to turn the corner on.”

    Vejas·3:13:04Hear it
• $GLOBSEC— The use of force to change borders in Europe, which has been taboo since 1945, is now being challenged. This breakdown of post-WWII norms could lead to increased global instability and conflict risk, potentially impacting global security negatively.

  • “Well, in in a way, we may already be there because ratifying the use of force to change borders in Europe was a taboo since 1945, and and now look where we are. If that is validated, then, it sets up incentives for for more of the same.”

    Vejas·3:15:05Hear it

Not investment advice.