Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
America's relative advantage in chaotic world
The guest's overarching thesis was that despite global chaos and storm clouds, America has a better chance of prevailing and emerging stronger than its competitors or collapsing.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.