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May 16
55m 17s

The Next Big Trade Is Hiding In Plain Si...

Blockworks
About this episode
In this episode, James of Citrini Research returns to unpack his framework for understanding Trump-era macro policy, highlighting why the trade war pause was inevitable, the return of the three-legged stool, and how the "big beautiful bill" could fuel equities. He also outlines why robotics might be the next great secular investment, breaks down China’s robo ... Show More
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