In this live from the Australian Governance Summit episode, hosts Raphael Dixon and Mark Thurwal analyze current economic and geopolitical developments.
They discuss the "Trump trade" market fluctuations, US CHIPS Act's mixed impact on semiconductor manufacturing, and China's growing chip capabilities. The conversation covers Germany's potential defense spending increase, US steel tariffs affecting Australia, contradictions in US onshoring and immigration policies, and the possibility of talent flowing from the US to countries like Australia.
Throughout, they offer practical investment guidance for navigating uncertain markets.
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The Dismal Science