US and China: In the Foothills of Cold War (Updated) – Ep 138
The Intellectual Investor – Value Investing by Vitaliy Katsenelson · Vitaliy Katsenelson
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Show Notes
Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations.
He also discusses and shares an update on IMA’s investment in defense stocks, in light of the current geopolitical climate.
John Cena apologizing: https://www.scmp.com/video/china/3135092/hollywood-star-john-cena-apologises-china-calling-taiwan-country Defense Stocks article: https://contrarianedge.com/defense-stocks/
You can read this article online at: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/
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