Open your mind. Recessions can bring inflation. COVID may have damaged the world economy but it has also brought a huge infusion of capital and entrepreneurial spirit. Digitization that would have taken 10 years to occur has happened in three months. That’s a good reason the stock markets are so elevated. Geopolitics is no longer what you think: it's no longer about war games, it’s about children's games like Tik Tok. This has many investable consequences. Politics doesn't matter as much. Markets reward certainty and stability more than political persuasion.