Kevin Duffy

Principal of Bearing Asset Management and editor of Coffee Can Portfolio. He provides insights on international trade, tariffs, and investment strategies.

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Apr 18, 2025 • 42min

Ep. 2633 Is China Guilty as Charged?

Kevin Duffy, Principal at Bearing Asset Management, dives into the complexities of U.S.-China relations and international trade. He discusses the effectiveness of tariffs and the myths surrounding China's economic competition. Duffy critiques the misunderstanding of China’s technological advancements and urges a more nuanced view of trade dynamics. He also shares insights on investing wisely in uncertain times, focusing on gold and opportunities in Asian markets, encouraging listeners to rethink their perceptions of economic challenges.

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