David Sokulsky: Carrara Capital CIO/CEO on markets as they should have been and as they are now and what to look for in a volatile market

Episode 2 takes us on a journey with Carrara Capital CIO on rate volatility, energy policy and its effect on commodity prices, stagflation pricing, Europe's future pre and post the Ukrainian conflict and where he is investing now and what to look for in the second half of 2022. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.