6 Comments

Really interesting take on the comparative landscape, vis a vis China and US. I just finished reading "2034" which provides a frightening hypothetical scenario if this clash of titans continues, especially in the political arena

Expand full comment

Excellent article and a good continuation of your last post. However I’m not sure what you mean when you say this; “The experience of the post World War II period is that trying to lift all boats is a winning policy, and yet markets are pricing in the opposite outcome.” What are you alluding to that markets pricing in? Inflation, mega cap Tech continuing to win, supply chain beneficiaries also winning?

Expand full comment
founding

Supportive of your view would be China banning Bitcoin

Expand full comment
founding

Supportive of your view would be China banning Bitcoin

Expand full comment