’Magellan - In The Know’, is our monthly investment podcast, dropping on the last Tuesday of every month. Since inception in August 2020, we’ve been bringing you timely, thought-provoking insights to help you navigate today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks in global markets. Join Magellan as we engage with industry experts, CEOs, and our investment team, offering deep analyses on macroeconomic trends, geopolitical issues, global markets, and more. Magellan - Experts in global investing. For more information visit: www.magellangroup.com.au and sign up to our regular investment insights programme.
Episodes
Monday Mar 28, 2022
Monday Mar 28, 2022
Russia’s invasion of Ukraine has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook. A combination of strong western government and corporate responses has drastic implications for commodities, food security and raises the possibility that NATO nations may be drawn into a wider conflict. But as Russia’s military fails to meet its objectives, what does a settlement look like, and what are the implications for a Russian president whose aspirations of a resurrected Russian empire appear to be collapsing? Former US Deputy Assistant Secretary of Defence for Russia, Ukraine and Eurasia Evelyn Farkas, and former Deputy Director of the CIA Michael Morell dissect and shed light on the situation with Magellan’s Head of Macro and Portfolio Manager Arvid Streimann.
(interview recorded on 25 March 2022)