A ‘Great Reset’ Is Shifting How The World Trades
Big Take
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The Future of the Global Semiconductor Industry
The length and the degree of the transformation is going to depend on whether the US-China conflict goes from a cold war situation to a hot one. There's absolutely nothing wrong with having some cash on the sidelines you're leaning pretty hard toward equity. Because of all the dislocations, there's always relative value trades that you can be doing.
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Transcript
