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The Next Big Short is the Trade War

The Compound and Friends

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Trade Wars and Financial Shifts

This chapter explores the effects of the U.S.-China trade war on major corporations, particularly focusing on Apple's manufacturing dependency in China. It discusses the challenges facing the tech giant amid increasing local competition and critiques its recent innovation lull. The speakers also analyze broader financial sector trends, including the dynamics between larger and community banks, private credit lending evolution, and major banks' strategic adjustments in response to regulatory changes.

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