Idea List of the Day! - THE UKRAINE DOOMSDAY PORTFOLIO
The James Altucher Show
James Altucher
4.6 • 2.7K Ratings
🗓️ 18 March 2022
⏱️ 24 minutes
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| 0:00.0 | This isn't your average business podcast and he's not your average host. |
| 0:06.8 | This is the James Altiger show. |
| 0:13.4 | So today's idealist of the day from MoPAD.com and OTPD.com is the Doomsday portfolio by |
| 0:23.4 | Robin Altacher. |
| 0:25.1 | And I have with me here Robin. |
| 0:26.9 | Yes. |
| 0:27.9 | Jay Pollo. |
| 0:28.9 | Robin, why do you create the Doomsday portfolio? |
| 0:31.8 | I just had to do this research for my portfolio. |
| 0:35.2 | So I just thought I'd share. |
| 0:37.1 | Well, it's just, you know, I had to reposition a lot of stocks just to kind of because of what's |
| 0:45.2 | happening, you know, with Russia and the Ukraine. |
| 0:49.8 | And just did a little research on what the effects are going to be for the exports. |
| 0:56.4 | See, I'm just curious when you do this Doomsday portfolio, do you see as long term or do you |
| 1:01.1 | see like maybe like a couple of years after the war or tension? |
| 1:06.0 | That's a great question because a couple of years, by the way, for most investors is |
| 1:08.9 | now considered long term. |
| 1:10.6 | But the question I had Robin is this very short term because what if, I mean, she writes |
| 1:18.8 | in this, there's three scenarios. |
| 1:20.7 | scenario one, Russia takes over Ukraine, like their invasion succeeds for them and they take |
| 1:26.4 | over Ukraine. |
| 1:27.4 | scenario two is Ukraine succeeds in fighting back and Russia gives up without forcing any |
... |
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