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E013: Prime Results, Hiring Execs, China, Ecommerce Health, Investing, Panzerism & More.

OPERATORS

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The Panel Bubble Still Pops in China

This is just the panel bubble still popping in this sector. The demand stayed high longer because there just wasn't enough supply. It took a lot longer for the supply to catch up and a lot of the demand. Mike, the retail thing is the important part. 85% of transactions are still happening at the store. Companies like Walmart and Target, they actually do move the market.

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