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China’s covid chaos, betting against the consumer & value hunting 11/28/22

Published 3 years, 1 month ago
Description
Protests against Covid controls spread across China. We’ll look at the impact on commodities, on Apple and on American companies that do business there. Plus, a former retail industry insider says it may be time to bet against the consumer. And hunting for value in this market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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