EPISODE · Feb 21, 2023 · 8 MIN
Bi-Weekly Geopolitical Report – Chip War (2/21/2023)
from Confluence Podcasts · host Confluence Investment Management
Computers. Banking. Healthcare. Transportation. These are only a few of the industries and social services which rely these days on semiconductors. Confluence Staff Economist Thomas Wash discusses their importance, how the need to secure an adequate supply drives many US foreign policy decisions and can shape geopolitical events, and where investment opportunities might exist.
What this episode covers
Computers. Banking. Healthcare. Transportation. These are only a few of the industries and social services which rely these days on semiconductors. Confluence Staff Economist Thomas Wash discusses their importance, how the need to secure an adequate supply drives many US foreign policy decisions and can shape geopolitical events, and where investment opportunities might exist.
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Bi-Weekly Geopolitical Report – Chip War (2/21/2023)
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