Andrey Movchan: "Those who don’t play by the rules gain the advantage" // "Tell Gordeeva"

At 00:00 the interview opens with a reflection on human needs, followed by a brief recap at 2:42. At 5:33, Movchan discusses the weak late‑19th‑century economy and its role in sparking WWI. He explains how war extends the economy at 11:00, and how Russia might have attacked Germany in 1917 at 13:43. At 18:15 he critiques celebrating military victories, and at 23:15 he argues that a tank does not create new value. He continues to trace the absence of WWI to the lack of USSR, fascism, or communism at 26:18, and reveals his investment strategy of avoiding news at 27:58. He comments on the war in Russia at 31:40, the nature of expectation at 33:37, and his view of Trump at 36:24. At 40:52 he explains why Trump shut down USAID, and at 47:59 he recounts leaving a research institute in 1992. He describes joining Alfa Group at 49:31, taking responsibility for a $100,000 a year fee at 51:17, and the Soviet Ukraine industrial policy at 53:31. He discusses Yeltsin’s era at 58:17, the ties to power at 1:00:04, and Russia’s friendship with Serbia at 1:04:37. He advises against investing in Europe at 1:10:59, warns of 15% annual returns at 1:12:31, and notes crypto losses at 1:15:59. He explains how money trapped in Russia funded the war at 1:19:28, questions investor forecasts at 1:27:52, and describes sanctions on Sberbank heads at 1:31:20. He comments on Ruben Vardanyan at 1:38:15, his campaign role at 1:42:32, and advises against storing money during instability at 1:47:12. He recounts meeting RUSNANO at 1:52:11, his emigration at 1:55:34, and his differing views at 1:58:18. He discusses fear of success at 2:01:09, his contributions to Russia at 2:07:12, and losses from lending at 2:10:11, concluding with what’s next at 2:11:00.