Saagar

what's going to happen to our society?

We're going to see shortages, except this time, nobody's going to be in lockdown.

It's not like there are going to be demand destruction.

It's going to be a supply-side shock that hasn't been seen since the oil crisis.

It will have massive social disruption, and that's just here at home.

So it's very much like the last Iran crisis, the oil shock, combined with potential US ground troops

all together, it's genuine polycrisis, which I think sets us up well for our move to the economy.

So let's get to it.

We've got our friend Saurabh Amari standing by.

Let's take a listen.

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