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Update on Russian Stocks, long term implications, impact of potential peace deal
Following our previous video on buying Russian stocks, Lyall Taylor of the LTCP Fund and I had a quick follow up discussion.
📌 Lyall Taylor's great blog: https://lt3000.blogspot.com/
📌 Lyall's Twitter handle: https://twitter.com/lt3000lyall?s=21
📌 Lyall's email: lyall.taylor@swissasia-group.com
TIME STAMPS
00:00 Sanctions on Russian stocks, what to do now?
06:20 Russian stocks are priced like cheap call options
08:00 Accelerated de-globalization and risks for investors
11:20 The impact of a potential peace deal
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No part whatsoever of the discussion and presentation is, or should be considered as, investment advice, financial advice, legal advice, or tax advice. Always do proper due diligence and speak to a qualified professional advisor in your jurisdiction. Also, be advised that Ladislas Maurice and The Wandering Investor staff may own real estate or investments in the specific markets or opportunities that are discussed. The Wandering Investor may also have marketing agreements in place with certain opportunities that are mentioned.
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