"Acclaimed economic and geopolitical forecaster David Murrin returns to the Southbank studios for a second interview with Boaz Shoshan (Southbank Investment Research) - this time focusing on Russia's invasion of Ukraine.
In this in-depth discussion, David details the path that led to Russia's invasion and what motivated Putin's greatest gamble yet, before examining the consequences for investors and the world.
From picking defense stocks as investors rediscover the grim art of warfare to investing in agriculture as food-security becomes paramount, the pair explore the lessons learned from past conflicts which investors would do well to remember. And as the "macro-war" on Russia's economy and currency creates a new paradigm of financial conflict, David speculates how Russia might strike back - with gold...
We hope you find this masterclass through the world of geopolitics and finance insightful. Don't miss the rapid-fire market roundup at 1:24:27 where David gives his one-year outlook for gold, oil, sterling, the FTSE, and more!
David Murrin's uncannily successful predictions about the future have been informed by a unique career - from the jungle of Papua New Guinea to the trading floors of Wall Street.
Using a combination of economic cycles, military history, and human behaviour, David has created a model for the rise and fall of empires, which he incorporates into his investment analysis."
Comments
Helen Limb
What an amazing interview. He talks about many issues nobody else is mentioning. Thank you for organising this Boaz. Yes please to a 3rd interview.
Joe Aindow
First class interview Boaz; a very comprehensive and thought provoking discussion👍. Many thanks!
Mike Hooton
Great interview. I see David as a 'truth seeker' that simply aims to get to the core of the matter, whatever that may be. I always leave David's interviews and presentations feeling that I understand the world in a much clearer way. Has SIR considered bringing David in as a regular contributor, especially for subscribers to SIR's newsletters?
Mick eeboy
It's very depressing that this kind of discussion is not on mainstream media outlets, thank you for your regular mind opening videos
Craig Hoad
Another cracking interview Boaz, and yes a third is a must. As per some of the other comments, David brings together all of the seemingly inconsequential facts and draws on his experience to coalesce them into strategic thinking and predictions. It does paint a gloomy picture though.
Kim Thompson
Part II was even more amazing than Part I. Strange feeling to be amazed and depressed at the same time. Yes please to Part III in 6 months to a year… if we’re all still here. 😞
Andy George PARKINSON
Loved the “Darwin Award“ to anyone buying into China in the near term , or did I miss hear ?
Really interesting conversation , will watch again later. Thanks for a thinking discussion.
AJ
i just love the way this guy kicks ass about us growing our own food & boots the idea of the empire into the long grass - terrific!
sceptimistic
The quality and depth of David's knowledge is exceptional and Boaz does a great job letting him speak and with some well thought out questions. The last interview a few months back was enlightening too. Really enjoy listening to these and broadening my knowledge. Genuine strategic (lateral) thinking going on here....and so obvious when you compare it to all the complacent, linear thinkers in government.
Fábio Milheiro
Yes, I'd a 3rd interview. If I'm not being too pushy, I'd even like a weekly interview. Thanks for this
Him Outdoors
Depressing stuff, but fascinating all the same. Roll on part 3!
Derek C
A third interview a definite must!
Brian Crockett Banbury
Yes a third interview would be great..... why not make it a monthly thing
james anfield
This is fantastic. I do not know if David is correct but he certainly views things in ways that are not shared in mainstream politics or finance. The general direction of russia and china moving to supplant america +allies is clear now but whether he is correct about the actual power balances or how things will play out is hard to know. The complacency is definitely true. Would love to hear this man speak more often. One thing I suppose he could keep in mind is that even though it was hitler who was the aggressor challenging the declining British empire in WW2 it was not hitler who came out ahead. Hard to see where this will really end up.
Peter Tylee
Good value. Yes indeed, do a third interview.
James
Great content!
Mike Wood
Never mind the NLAW anti tank missile - my Mother-in-Law would destroy those Russian tanks with evern more devastation.
Mike Milton
Speaking truth to power. NATO have not thought this through imho.
Nick N
3rd interview essential.
Mike Benson
Third interview please!
Helen Limb
What an amazing interview. He talks about many issues nobody else is mentioning. Thank you for organising this Boaz. Yes please to a 3rd interview.
Joe Aindow
First class interview Boaz; a very comprehensive and thought provoking discussion👍. Many thanks!
Mike Hooton
Great interview. I see David as a 'truth seeker' that simply aims to get to the core of the matter, whatever that may be. I always leave David's interviews and presentations feeling that I understand the world in a much clearer way. Has SIR considered bringing David in as a regular contributor, especially for subscribers to SIR's newsletters?
Mick eeboy
It's very depressing that this kind of discussion is not on mainstream media outlets, thank you for your regular mind opening videos
Craig Hoad
Another cracking interview Boaz, and yes a third is a must. As per some of the other comments, David brings together all of the seemingly inconsequential facts and draws on his experience to coalesce them into strategic thinking and predictions. It does paint a gloomy picture though.
Kim Thompson
Part II was even more amazing than Part I. Strange feeling to be amazed and depressed at the same time. Yes please to Part III in 6 months to a year… if we’re all still here. 😞
Andy George PARKINSON
Loved the “Darwin Award“ to anyone buying into China in the near term , or did I miss hear ?
Really interesting conversation , will watch again later. Thanks for a thinking discussion.
AJ
i just love the way this guy kicks ass about us growing our own food & boots the idea of the empire into the long grass - terrific!
sceptimistic
The quality and depth of David's knowledge is exceptional and Boaz does a great job letting him speak and with some well thought out questions. The last interview a few months back was enlightening too. Really enjoy listening to these and broadening my knowledge. Genuine strategic (lateral) thinking going on here....and so obvious when you compare it to all the complacent, linear thinkers in government.
Fábio Milheiro
Yes, I'd a 3rd interview. If I'm not being too pushy, I'd even like a weekly interview. Thanks for this
Him Outdoors
Depressing stuff, but fascinating all the same. Roll on part 3!
Derek C
A third interview a definite must!
Brian Crockett Banbury
Yes a third interview would be great..... why not make it a monthly thing
james anfield
This is fantastic. I do not know if David is correct but he certainly views things in ways that are not shared in mainstream politics or finance. The general direction of russia and china moving to supplant america +allies is clear now but whether he is correct about the actual power balances or how things will play out is hard to know. The complacency is definitely true. Would love to hear this man speak more often. One thing I suppose he could keep in mind is that even though it was hitler who was the aggressor challenging the declining british empire in WW2 it was not hitler who came out ahead. Hard to see where this will really end up.
Peter Tylee
Good value. Yes indeed, do a third interview.
James
Great content!
Mike Wood
Never mind the NLAW anti tank missile - my Mother-in-Law would destroy those Russian tanks with evern more devastation.
Mike Milton
Speaking truth to power. NATO have not thought this through imho.
Nick N
3rd interview essential.
Mike Benson
Third interview please!
Richard Leppington
Brilliant analysis
© David Murrin 2024. All images courtesy of Getty Images. |