Geopolitical Investment Risks
Josh highlights the precarious position of SoftBank amid geopolitical tensions and the resurgence of the Chinese Communist Party. He emphasizes the potential dangers of underestimating the CCP's influence on global markets, suggesting that while there are macro risks, a thaw in relations is likely. Scott shares a bullish perspective, believing that the CCP will ultimately support its innovators rather than stifle them permanently.In this clip
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