The Global Bifurcation

I think de-globalization is the biggest kind of thing that we need to be thinking about. We can't, if this is truly becoming an adversarial relationship, if we are truly going into a new Cold War with, you know, for lack of a better term or even a hot war, right? With China, at the end of the day, our economy is not built to work that way. And that takes us back to a different type of economy and has structurally really inflationary effects.

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