
MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider
The Intrinsic Value Podcast - The Investor’s Podcast Network
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The Risks of China's Reopening
I was hoping you could speak a little bit on what changed or what fell short of expectations regarding China's reopening. It sounds like China is going to be a source of real strength because if you think that lockdowns were the problem last year, the removal of lockdowns would remove the problem this year. Plus, China is also highly susceptible and it's a reflection of the global economic condition too.
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