Strategists Thomas Mucha and Johnny Yu discuss US-China strategic decoupling, trade tensions, and the implications for global markets and supply chains.
2:25 – Pause of US “reciprocal” tariffs on China
6:00 – National security concerns and market takeaways
10:10 – Impact on global supply chains
15:20 – Effects on other strategic allies and international relationships
23:10 – US self-isolation and long-term investment themes
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