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.
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The coming week sees Europe’s leaders once again meeting in crisis mode to debate whether its wealthy northern members should issue corona bonds to help Spain, Italy and other heavily indebted southern European nations. In the latest Moses and Methusaleh weekly podcast, Jonathan Davis and Peter Seilern, two veteran followers of global financial markets, discuss this perennial EU issue and also look carefully at the assumptions which have prompted a rally in global equity markets.
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