Given the unfolding saga of the Russian invasion of Ukraine, I am including a link to the latest Moses and Methusaleh podcast which I produce in collaboration with my friend the fund manager and author Peter Seilern. As an Austrian by both and having lived for many years in Europe, he brings an invaluable Central European perspective on the tragic conflict which is unfolding on the eastern borders of Europe. The podcast was recorded on Monday morning (February 28th) and I am posting it immediately for obvious reasons. I also include an edited extract from his latest investor letter.
This is t...
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