Shifting Trade Dynamics and Market Implications

Ben and Andrew return to discuss Liberation Day whiplash, Apple’s history in China and tech’s history in Asia, and the various challenges inherent to the efforts to rejuvenate America’s industrial capacity. At the end: Ben recaps a visit to a Formula 1 race in Japan.

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American Disruption — Stratechery

Trade, Tariffs, and Tech — Stratechery Update

A Chance to Build — Stratechery

How Apple tied its fortunes to China — Financial Times

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