Zortix
SearchAsk Zortix…⌘KSign in
SECTOR ETFFXIKWEBBEARISHIn depth · 4/5

Zortix matched this thesis to China ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.

Supply-chain dependency makes decoupling from China impossible

The guest argued that moving critical supply chains out of China is logistically impossible in a relevant timeframe and would be wildly inflationary, which current debt levels cannot tolerate.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
CONTESTED · 92 MENTIONS · 66 EPISODES · 28 SHOWS
24 JUL 2025 — 17 AUG 2026 · YESTERDAY
36 SUPPORT · 5 CHALLENGE · 2 REPEAT · 49 MENTIONED
  1. 24 JUL 2025 · FIRST HEARD
    THE ACQUIRERS PODCAST
  2. 6 EPISODES NOT SHOWN
  3. 6 SEP 2025
    SMARTERMARKETS · 2 MENTIONS
  4. 18 SEP 2025
    MACROVOICES
  5. 25 SEP 2025 · CHALLENGES
    MACROVOICES
    • Supply-chain dependency makes decoupling from China impossible · THIS IDEA
  6. 50 EPISODES BETWEEN · 66 MENTIONS
    1. 4 OCT 2025
      SMARTERMARKETS · 2 MENTIONS
    2. 16 OCT 2025
      MACROVOICES
    3. 28 OCT 2025
      GOLDMAN SACHS EXCHANGES
    4. 5 NOV 2025
      GOLDMAN SACHS EXCHANGES
    5. 6 NOV 2025
      MACROVOICES · 4 MENTIONS
    6. 13 NOV 2025
      THE DERIVATIVE
    7. 21 NOV 2025 · CHALLENGES
      VALUE INVESTING WITH LEGENDS
    8. 24 NOV 2025
      MACRO MUSINGS WITH DAVID BECKWORTH
    9. 6 DEC 2025
      THE BUSINESS BREW
    10. 8 DEC 2025
      THE GRANT WILLIAMS PODCAST · 2 MENTIONS
    11. 17 DEC 2025
      THE TIM FERRISS SHOW · 3 MENTIONS
    12. 27 DEC 2025
      SMARTERMARKETS · 2 MENTIONS
    13. 14 JAN 2026
      FORWARD GUIDANCE
    14. 16 JAN 2026
      WHAT BITCOIN DID
    15. 17 JAN 2026
      SMARTERMARKETS · 2 MENTIONS
    16. 24 JAN 2026
      SMARTERMARKETS
    17. 29 JAN 2026
      THE BUSINESS BREW
    18. 31 JAN 2026
      SMARTERMARKETS
    19. 2 FEB 2026 · CHALLENGES
      CAPITAL ALLOCATORS
    20. 4 FEB 2026
      THE ALPHA EXCHANGE · 3 MENTIONS
    21. 9 FEB 2026
      THE GRANT WILLIAMS PODCAST
    22. 9 FEB 2026
      THE MEB FABER SHOW
    23. 13 FEB 2026
      THE GRANT WILLIAMS PODCAST
    24. 19 FEB 2026
      THE GRANT WILLIAMS PODCAST · 3 MENTIONS
    25. 25 FEB 2026
      WHAT BITCOIN DID
    26. 2 MAR 2026
      MACRO MUSINGS WITH DAVID BECKWORTH
    27. 6 MAR 2026
      THE BUSINESS BREW · 2 MENTIONS
    28. 6 MAR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    29. 9 MAR 2026
      MACRO MUSINGS WITH DAVID BECKWORTH
    30. 9 MAR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    31. 11 MAR 2026
      MONETARY MATTERS WITH JACK FARLEY
    32. 12 MAR 2026
      THE JULIA LA ROCHE SHOW · 2 MENTIONS
    33. 14 MAR 2026
      SMARTERMARKETS
    34. 25 MAR 2026
      FORWARD GUIDANCE
    35. 26 MAR 2026
      THE GRANT WILLIAMS PODCAST
    36. 1 APR 2026
      THE JULIA LA ROCHE SHOW
    37. 6 APR 2026
      MACRO MUSINGS WITH DAVID BECKWORTH
    38. 6 APR 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    39. 7 APR 2026
      FORWARD GUIDANCE · 2 MENTIONS
    40. 9 APR 2026
      WEALTHION - BE FINANCIALLY RESILIENT
    41. 15 APR 2026
      ODD LOTS
    42. 15 APR 2026
      PALISADES GOLD RADIO
    43. 20 APR 2026
      THE TWENTY MINUTE VC
    44. 22 APR 2026
      ODD LOTS
    45. 23 APR 2026
      THE ACQUIRERS PODCAST
    46. 24 APR 2026
      ODD LOTS
    47. 1 AUG 2026 · 2W AGO
      PLANET MICROCAP PODCAST
    48. 2 AUG 2026 · 2W AGO
      PROF G MARKETS
    49. 3 AUG 2026 · 2W AGO
      ODD LOTS
    50. 5 AUG 2026 · 2W AGO
      A16Z PODCAST
  7. 5 AUG 2026 · 2W AGO
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  8. 6 AUG 2026 · 2W AGO
    COMMODITY CULTURE · 2 MENTIONS
  9. 8 AUG 2026 · 1W AGO
    THE TWENTY MINUTE VC
  10. 10 AUG 2026 · 1W AGO
    THE TWENTY MINUTE VC
  11. 13 AUG 2026 · 5D AGO
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  12. 17 AUG 2026 · YESTERDAY
    ANIMAL SPIRITS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE