Quarterly Call Q2 2022 - The Revenge of Geopolitics & Rise of the Old Economy

The world has changed dramatically since we last convened. Our projections have similarly been altered in response to this shifting global landscape, which has arrived sooner than we expected. If the Russian invasion of Ukraine feels to have come quickly on the heels of the Covid pandemic, it seems this way because it has. This is in line with historical precedent as crises tend to beget further dislocations whenever complex systems stumble unto new equilibria.