In this week's Off the Cuff podcast, Chris and Charles discuss:
- Being Bullish Now Means Ignoring Market History
- Learnings from the Wine Country Conference
- Mainstream Media Blackout
- Real news is hard to come by these days
- Explaining Ukraine
- Lots of smoke & shades of grey
Fresh off the Wine Country Conference, Chris and Charles discuss their key takeaways from the experience. Most notably, the data shared there basically makes the claim that to remain bullish on the market's prospects at this point is to ignore all of history.
From there, they address the paucity of commentary — really any news at all — in the western media about the latest developments in Ukraine. This leads to a larger discussion of the decline of investigative journalism, and the rise of concentrated media ownership and government influence.
They close with an update on the Ukraine conflict, with Charles noting how at its essence, it embodies a central theme of the Three E's: rising resource-driven conflicts.
by kugscheese 
