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Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner

BG2Pod with Brad Gerstner and Bill Gurley

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Market Sentiment and Geopolitical Tensions

This chapter explores the rapid decline in market sentiment driven by geopolitical tensions, particularly affecting major tech companies. It analyzes the implications of trade regulations and uncertainties on investment strategies and earnings forecasts.

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