Vulpes' Diggle Bets on European Rearmament

The video discusses the current market volatility and the challenges in trading due to the unpredictable risks posed by the Ukraine war. It highlights a strategic shift from investing in China to Southeast Asia due to geopolitical risks and emerging opportunities. The discussion also covers the impact of the war on market uncertainty and the Federal Reserve's approach to managing inflation and interest rates.

What is the main reason the speaker finds it difficult to trade in the current market conditions?

• The markets are not volatile enough.

• There is too much information available.

• The risks are completely hidden by the fog of war.

• The financial crisis of 2007-2008 was more predictable.

Why has the speaker's investment strategy shifted from China to Southeast Asia?

• Southeast Asia has no investment opportunities.

• Geopolitical risks in China have increased.

• Southeast Asia offers better weather conditions.

• China's market is too small.

What is the speaker's view on the potential for peace talks between Ukraine and Russia?

• They are not necessary at this point.

• They will definitely result in a peace agreement.

• They are unlikely to lead to a meaningful ceasefire.

• They are likely to succeed soon.

What is the speaker's assumption about the duration of the Ukrainian-Russian war?

• It will end quickly.

• It will end by the end of the year.

• It will last for a long time.

• It will not affect global markets.

How does the ongoing war impact global inflation, according to the speaker?

• It has no impact on inflation.

• It will significantly increase inflation, especially in Western Europe.

• It will only affect inflation in Asia.

• It will decrease inflation worldwide.

What is the expected number of interest rate hikes by the Federal Reserve this year?

• Three

• Five

• Ten

• Seven

What is the main challenge for the Federal Reserve in the current economic climate?

• Decreasing interest rates

• Increasing exports

• Balancing inflation control with market stability

• Reducing unemployment