Top Traders Unplugged cover image

GM12: WW3 is just the beginning ft. Peter Zeihan

Top Traders Unplugged

00:00

The Chinese Are No Longer Reliable Partners in Supply Chain Manufacturing

The chinese are no longer even reliable partners in supply chain manufacturing, because they can't fight the virus effectively. The first mover advantage has gone to certain companies and everyone who's late to the game now has to figure out how to do something completely from scratch. So we're seen china removing itself by bit by bit, or chunk by chunk, from the entirety of everything that we've always associated with them. But my guess is that she would have been pre advised or warned around the time of the winter olympics that potin was planning this.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app