I combine India and Russia trades together in a portfolio because India prefers lower commodity prices while Russia prefers high commodity prices, so together they hedge out some of the commodity question and whose performance is determined by commodity prices.

normativepending

Speaker

Lyn Alden

Evidence Quote

Combine India and Russia... India prefers lower... Russia prefers high... takes out commodity question

Source

Lyn Alden's Macro Masterclass (w/ Raoul Pal)Real Vision
Created: 8/12/2026, 10:22:19 PM

My Notes

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