Regentatlantic Capital Co-CIO on Markets

The video discusses the market's reaction to geopolitical events, particularly the unexpected full-scale invasion by Russia and the resulting sanctions. It highlights investment opportunities, especially in the energy sector, while advising caution with Russian stocks. The potential for policy missteps and their impact on the bond market is explored, with a focus on the Federal Reserve's likely actions. The video also examines the challenges facing emerging markets, suggesting that volatility may create future investment opportunities.

What risks are associated with investing in Russian stocks during this period?

How might emerging markets present investment opportunities in the future?