As Germany's politics and economy shift, the direction the country is headed is eerily similar to its past. Meanwhile, Russia's economy may be faltering under a wartime economy that has been dragging on. As this all unfolds, Germany seems to be taking the leadership role for the EU, as it pertains to the war in Ukraine. This includes the ramping up of weapons supply and capabilities that Ukraine can use against Russia. Is this history repeating? Or is this time different?

 

Chapters:

00:00 - Intro

01:14 - Sunlight the cure

04:04 - Germany Geopolitics

21:26 - Russia Geopolitics

26:24 - Strength of Economies

29:05 - Second-order consequences

36:39 - Investment Ideas

44:32 - Outro

 

Watch this episode on YouTube: https://youtu.be/b4FsoV9UNRg

 

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