Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
US tariff policy misdirected on imbalances
The guest argued US trade policy has been oddly focused on countries not contributing to global imbalances, like Canada, while China has been comparatively let off the hook.
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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.