Brian Krawez

In this podcast, Vlad Savov, Brian Krawez, and Wei Yao discuss the US considering tougher trade rules on China's chip industry. They explore the impact on companies like Huawei, negotiations, market reactions, investment opportunities in Gentex and Samsung, President Xi Jinping's economic vision for China, technology upgrade focus in China, and measures to boost domestic demand.

The podcast features discussions on Berkshire Hathaway's annual meeting, market updates, Google's antitrust trial, and Tyson Foods' earnings. Topics include Warren Buffett's remarks on succession planning, tech sector concentration, Google's legal challenges, bipartisan views on big tech, Tyson's shift towards branded products, and potential cash movement into equities and fixed income.