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The Market Doesn’t Care About Your Feelings + A Cannabis Conversation

RiskReversal Pod

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China Can't Make Up for Demand Going Down in the US

The rest of the globe is suffering from a demand destruction issue now. So China can't make up for everything that's happening elsewhere. And so I don't think that this is going to change the story materially. If there's some announcement that they completely lift restrictions, what it does change is the supply chain fears,. But it doesn't fix everything that we're dealing with.

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