Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.
US-China war risk dissipates, bullish China
The guest argued that the risk of a kinetic war between the US and China is rapidly decreasing, removing a major overhang that had made Chinese equities 'uninvestable'.
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The story so far
CONTESTED · 11 MENTIONS · 10 SHOWS
26 AUG 2025 — 10 AUG 2026 · 1W AGO
1 SUPPORT · 3 CHALLENGE · 2 UPDATE · 2 REPEAT · 3 MENTIONED
- THE LONG VIEW
- THE BUSINESS BREW
- MACROVOICES
- US-China war risk dissipates, bullish China · THIS IDEA
- FORWARD GUIDANCE
- THE ACQUIRERS PODCAST
- REAL VISION DAILY BRIEFING
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- PLANET MICROCAP PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- EMPIRE
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD