Is this early WW3?
What happens if China invades Taiwan?
How likely is that?
Should we be hedging this?
And how would we hedge it?
We sit down with
from Thematic Markets to answer the elephants in the room.Reading Assignments:
Global Entropy: Enter the Dragons
May you live in interesting times: The Wheel of Fortune.
Geopolitical Vega: Hedging the Unhedgeable.
Have a good weekend.
Erik
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