In this episode of On The Margin 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, recent price action in commodities & so much more! -- Follow Russell Clark: @rampagingruss Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter