Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 4min
The US-China Relationship Is Unlikely to Get Better Than the Last Couple Months
03:35 • 4min
Taiwan's Political Future Is Uncertain
07:20 • 3min
How to Fuel Up Fast With Ready to Eat Meals
09:56 • 2min
The Diversification of Supply Chains Away From China
11:31 • 4min
The Future of the US Reserve Currency
15:56 • 5min
The Deep Dive Navigating the Most Dangerous Investing Environment in Decades
20:44 • 2min
The Decline of the Need for China to Buy US Treasuries
22:31 • 4min
The Unique Structure of China
26:14 • 2min
The Importance of a Unique Perspective on China
28:36 • 2min
The Ex-State Owned Enterprise Fund
30:44 • 5min