Is De-Globalization Really a Business Opportunity?

I think de-globalization represents a massive investment opportunity from a capital allocation perspective over the next 10 years. I've done business in China before, by the way. You can't be a good fiduciary to an American consumer managing an American's funds if you have the boot of the CCP on your neck. Now, that is actually a business opportunity to operate with greater integrity and serve the American consumer unapologetically.