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100 Days Down: Making Sense of Trump's Market Shockwaves, with Katie Martin

Many Happy Returns

00:00

Geopolitics and Market Dynamics

This chapter explores the overvaluation of the US market, particularly in big tech, against the backdrop of Chinese competition and evolving global investments. It highlights the impact of US-China relations on investment strategies, regulatory changes, and the challenges faced by the Trump administration in trade negotiations.

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