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The Deflation Scare Is Coming With Deer Point Macro

Lead-Lag Live

00:00

Is There a Risk of Emerging Markets Defaulting?

I don't think that the probability of them defaulting would actually ever take place. If we could do something with semiconductors, obviously that could help tremendously across different kinds of sectors. And then trying to find a way maybe more or less this might not be as much actually an industry, but keeping intellectual property within the United States instead of shipping that abroad I also think would benefit us from an onshoring standpoint.

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