David Levine of Odin River joins Real Vision to discuss the emergence of political risk and how it will contribute to the next systemic crisis. Specifically, he provides his thoughts regarding Italy and how its crisis will unfold. Even though David is a short-term bear, he explains why he's optimistic in the long run, and why themes such as transparency will continue to gain traction. Filmed on May 29, 2018 in Greenwich, Connecticut.