Food Inflation Is Starting To Bite| Russell Clark
On this episode of “On the Margin,” Blockworks Co-founder Mike Ippolito is joined by returning guest & former Hedge Fund Manager Russell Clark of Russell Clark Investment Management. After spending over a decade as an Investment Manager, Russell joins On The Margin to discuss the period of change we find ourselves in.
From trends in inflation to the evolution of market structure & reliance on clearing houses, Russell provides a big picture macro framework for thinking about markets, & the world more broadly.
Russell shares his thoughts on the connection between real wages & food prices, what conflict in Ukraine means for food, energy & U.S treasuries as a global reserve asset, the unwinding of the 50 year petrodollar system, how a Russian debt default could increase market volatility & so much more!
They also cover:
- Russell’s Market Outlook
- recent price action in commodities
- and so much more
Watch the full episode below! 👇
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts. At the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.
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Brianna BeckfordBlockworks
Video Editor
Brianna Beckford is a Florida-based editor mainly focused on digital assets and the crossroads between the virtual and physical. As a University of Florida grad in Art + Technology, she’s dabbled in writing and reporting with a focus on the growth of hypermediacy in the present day. She focuses on video and podcasting for Blockworks.