Behind The Markets Podcast: Sam Rines
Behind the Markets Podcast
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The Probability of a Zero Is a Significant Risk, Existential
I would argue that while it's less than 10%, that 10% is top of mind. It is not bottom of mind. And you saw yesterday, I would say one of the more sophisticated tech investors put a pause on their Chinese investments on the tech front. That's pretty big indicator of where investors' minds are at at the moment. If all of a sudden you begin to see significant threats towards Taiwan, you would have to sell your Chinese assets very, very quickly.
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