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Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

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The Paradox of Export Controls and Trade Imbalances

This chapter explores the paradox of export controls and their impact on trade imbalances, particularly through the lens of a major tech company. The discussion delves into how restrictions on China could paradoxically worsen the trade deficit, affecting both the domestic economy and manufacturers.

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