Independent Strategy's Roche on Risks After Russia Defuses Mutiny Crisis

The transcript discusses the weakening state of Russia and President Putin's precarious position. It explores the potential breakup of Russia due to internal factions and oligarchs. The risks of nuclear options increase as Putin becomes more desperate. China's potential support for Russia is considered, especially if Ukraine wins the conflict. Financial advice is given, emphasizing the importance of holding U.S. assets amid geopolitical tensions.

How might the economic interests of different factions in Russia influence its stability?

What factors could lead to a disorderly outcome in Russia?

What strategies should money managers consider in light of the current situation in Russia?