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SECTOR ETFFXIKWEBBALANCEDSubstantive discussion · 3/5

Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.

Path to US-China detente exists but is wide and risky

The guest argued that the Trump administration's unconventional, ambitious approach to China opens a wider aperture of potential outcomes, including a path to a 'grand bargain' on major trade issues, though it carries significant risk of escalation.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Path to US-China detente exists but is wide and risky · Zortix