"What's Uninvestable During War?"

The video discusses the impact of the European crisis, particularly in Ukraine, on global investments. It highlights the uncertainty faced by investors and the shift towards more conservative strategies. The role of gold as a hedge against currency devaluation is explored, along with the challenges in energy investments due to US policies. The video concludes with strategies for managing geopolitical uncertainty, emphasizing diversification and liquidity.

What are the implications of the U.S. banning Russian oil imports on global energy markets?

In what ways does the speaker believe the current administration's approach to energy is naive?

How does the speaker suggest investors should respond to geopolitical uncertainty?