Semiconductor industry emerges stronger from the pandemic
Capital Ideas Podcast
00:00
The US Is Trying to Reverse Course and Reduce Geopolitical Risk
I think that there's been an awakening of the situation and there's a realization that this is truly not sustainable. The decisions were done based on economics. It was cheaper to do it somewhere else. But did no one think about that at the top? So I'm going to give you my opinion and some facts, a combination of that. You know, my view is that this geopolitical risk can be reduced. It cannot be eliminated. And we probably won't solve it 100%. We'll reduce the risk.
Play episode from 12:36
Transcript
