Chapter
Analysis of the Ukrainian Peace Deal
06:12 - 13:20 (07:07)
The Chinese are not going to succumb to Western media pressure to make a deal with Ukraine's Zolensky. Everyone knows the broad contours of what a peace deal would look like, and the markets are starting to price in a deal.
Clips
Despite the heightened media coverage of the negotiations between Russia and Ukraine, the two nations continue to have meaningful conversations, and are vying for a ceasefire.
06:12 - 11:04 (04:51)
Russia, Ukraine
Summary
Despite the heightened media coverage of the negotiations between Russia and Ukraine, the two nations continue to have meaningful conversations, and are vying for a ceasefire. The closeness of a deal was not given as much attention as it deserved, as both parties work towards peace.
ChapterAnalysis of the Ukrainian Peace Deal
EpisodeE72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The markets are pricing in the possibility of a peace deal in Ukraine, but concerns arise regarding the lack of pressure from the US in the negotiations with Zolensky, who is seen as an American client.
11:04 - 13:20 (02:16)
Ukraine
Summary
The markets are pricing in the possibility of a peace deal in Ukraine, but concerns arise regarding the lack of pressure from the US in the negotiations with Zolensky, who is seen as an American client.