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Weekly Update: Rising Yen, China Real Estate, and Investing in Nuclear

The Jacob Shapiro Podcast

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The Global Sit Tion Straight Crisis

This is the fourth tion straight crisis. How did the previous three end? You had a couple months of volatility and uncertainty, and then one side tries to descalate,. I think that's kind of where it is right now. And i do think that china is going to use the opportunity here to reset what is considered normal between wan and china from a military exercise point of view. Obviously, their level of deterrence didn't work because polosi came and visited. So they need to re they need to revisit deterrents, and they need to make their threats a a little more threatening without going too far in tiwan.

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