In Confluence's geopolitical report from May 9, 2022, we projected a world devolving into two major economic and political blocs: U.S.-led and China-led. In many ways, this process has already begun and the Ukraine war is serving as an accelerant. Countries within the China-led bloc are likely to be poor and more populous but they do include many major commodity producers, which is our focus today. Confluence Market Strategist Patrick Fearon-Hernandez joins the podcast to look at various resources and identify potentially significant problem areas for the U.S.-led bloc and some action steps for investors.

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