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TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Onshoring and Geopolitical Dynamics

This chapter explores the strategic motivations behind companies like Apple and Taiwan Semiconductor relocating production to the U.S., emphasizing supply chain resilience and geopolitical tensions. It critiques the notion of a 'Chinese century' by highlighting China's internal challenges and contrasting its approach to global trade with that of democratic nations.

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