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Equities, Cannabis, Chips, And Geopolitics (Podcast)

Bloomberg Intelligence

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Supply Chain and Chips - Should We Keep Them Separate?

The supply chain and chips are two issues that have become conflated and intertwined over the crisis. They are interlinked to some extent, but tech supply chains are very complex and difficult to replicate in other countries. More basic sort of lower value goods or textiles or things that don't require lots of complicated machinery or engineering can be produced elsewhere.

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