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7min chapter
Reverse Ponzi Scheme
The Compound and Friends
Navigating U.S.-China Tech Dynamics
This chapter examines Apple's heavy revenue reliance on China and its implications for investors amidst ongoing U.S.-China tensions. The discussion works through the complexities of trade relationships and how major U.S. companies, including Tesla and Amazon, navigate their international markets. With a focus on automotive stocks and their valuations, the chapter highlights both the opportunities and risks of investing in companies tightly integrated with the Chinese market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode