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Michael Cembalest Takes Us to School
The Compound and Friends
The Third Man With Orson Welles
The opioid epidemic kicked in and directly coincides with counties that had the greatest degree of competition with China after China joined the World Trade Organization. And there's such a huge political fallout as a result of that as well. It's probably permanently changed politics in America, just how many places we're just willing to vote for volatility of any kind. But I think it's going to revive some of those manufacturing communities that got hurt so hard. Re-shoring and building semiconductors here is better than just a blanket trade war.
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