The speaker does not recommend liquidating all equity holdings, but once the ceasefire bounce stabilizes and if it continues for another 1-2 weeks, investors should consider buying hedges when the VIX is back below 20.
normativepending
Speaker
Unidentified Speaker — Why the Food and Energy shock will outlast the War — and ho… [x3eUAWjvXl0]Evidence Quote
“you got the VIX down back down below 20, I think it would be a very wise thing to to to buy some hedges at that point”
Source
Why the Food and Energy shock will outlast the War — and how You can position for it— Brent Johnson Milkshakes Pod | Investing • FinanceCreated: 8/12/2026, 10:20:37 PM
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