Alex Morris - TSOH Returns
The Business Brew
Is NAFTA Going to Have a Good Run?
I think I'm 60% confident that NAFTA is going to have a pretty good run here. It's reasonably probable that the inflation reduction act was actually a pretty well crafted trade bill at the end of the day. And I think especially if you believe we're going to some stagflationary environment, it would be really dumb to not try to study who are the companies that are getting the subsidies and who are the tangential beneficiaries. But I have no idea how to play that yet.
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