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Mark Yusko's Big Calls For 2023 | Weekly Roundup

Supply Shock

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Europe

"We made China the enemy. We missed the opportunity that it used to be about made in China and importing," he says. "I think Greece is actually interesting again as an investment haven, but I really think this, again, the axis of the aggrieved favors Europe as opposed to the US." 'If you're in Germany and China's locked down, you can't sell them BMWs or Volkswagen's,' Paul Tudor Jones adds.

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