Alasdair Macleod, Eric Coffin and Chen Lin are this week’s guests on the program.
Alasdair’s February 24, 2022 article upon which the topic of this show is based occurred before the Russian invasion into the Ukraine. Since then, it appears that the NATO countries have been more unified than anticipated and the Ukrainian army and citizens are putting a very courageous fight against the invaders that may be countering attempts by Putin to drive a wedge between America and the non-Anglo-Saxon EU. But can this unity last when the economic repercussions of sanctions and broken supply chains start to cause serious hardship for Europeans? Alasdair also suggested that the U.S. was trying to suck Russia into an untenable occupation that Putin wouldn’t fall for. We will ask Alasdair how that might hurt Putin’s cause.
How does $108 oil come into play as central banks continue to print massive amounts of money in an effort to offset economic damage caused by sanctions and supply chain disruptions? With the equity markets currently getting slammed hard, money is flowing back into Treasuries reducing interest rates for the time being. But the longer term fundamentals that Alasdair talked about appear to be very much intact. With Putin showing more aggression than anticipated, how might that alter Alasdair’s views on how the Ukraine fits into the global jigsaw?
Eric Coffin will talk about the March 10 and 11 Metals Investor Forum in Vancouver and a favorite stock pick of his. Chen will provide his latest views on gold, silver and biotech and no doubt also note a favorite investment or two.
