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#197 - Weekly Update: China, France, and Steel

The Jacob Shapiro Podcast

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Navigating Europe's Market Sentiment

Exploring the positive changes in Europe's market sentiment and growth opportunities, drawing parallels with Japan's historical situation for insights into risk profiles and potential crises related to political tensions, migration challenges, and trade tariffs. Discussing the significant overcapacity in the steel industry globally, with a focus on China's massive production, and analyzing the strategic importance of steel in industrial development and national security, along with the complexities of trade relationships and potential political and economic implications.

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