About this episode
Ben Hodges, Former U.S. Commanding General in Europe, says we don't need to have American soldiers on the ground in Ukraine. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says markets are now pricing in a big slowdown. Tim Ash, Bluebay Senior EM Sovereign Strategist, says Russians themselves didn't see the invasion of Ukraine coming. Kona Haque, ED&F Man Head of Research, says $120 oil is now a given. Robert Rosener, Morgan Stanley Senior U.S. Economist, says the Fed is still on track to raise rates in March. See omnystudio.com/listener for privacy information.