Look at the air, look at the hang time, look at the flying motion. The debate is an ongoing one. Michael Jordan or LeBron James - who is the greatest player that ever lived. For me, it’s Michael – hands down. Sure, I’m biased – I grew up in the 80’s. The shoes, the jersey, the shorts, the posters – I was obsessed with him. Watching highlights of MJ now gives me goosebumps each and every time. His skill, his talent, his style, his accuracy, his precision, that air time would not only have the supporters in the stands up on their feet, but also the game’s commentators yelling and screaming. Everyone was biased.

I distinctly recall the days leading up to it. We were in complete lock down. It was absolute manic. Huge daily swings in the markets. It was wild. I was loving it - weird, I know. We wouldn't know it then, but the market bottomed out on the 23rd of March 2020. Last week marked the 2 year anniversary of the COVID market bottom.

The stock market had increased six fold in just 8 years. And after prices peaked, economist Irving Fisher proclaimed: Stock prices have reached what looks like a permanently high plateau.

Buy land, they're not making anymore of it - Mark Twain When I was a kid, I loved played Monopoly. I don't really get a chance anymore, like many other things in life. My two boys have the Monopoly Junior boardgame. I hate it. It's too simple. What I think however, doesn't matter at all. The boys enjoy it. Simple or otherwise, the objective doesn't change. Roll the dice, and buy everything. My eldest son gets it. Whatever he lands on, he buys. My youngest son however, is very selective. He wants the Swimming Pool and not the Ice Cream Parlour. He wants the Library and not the Pizza House. You get my drift. He's picky. Before you know it, my eldest sone owns 80% of the land and my youngest son is paying rent until he's broke. It's hilarious - I think anyway.

In his book, Skin in the Game: Hidden Asymmetries in Daily Life, Nassim Taleb says: Don't tell me what you think, tell me what you have in your portfolio.

Geopolitical risk is a livewire. It's talked about every year by market gurus. The impact on global economies and financial markets is carefully narrated. Meanwhile, market participants watch in awe.