Confluence Podcasts
Confluence Podcasts
Confluence Investment Management
Bi-Weekly Geopolitical Report – Chip War (2/21/2023)
8 minutes Posted Feb 21, 2023 at 4:54 pm.
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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 joins the podcast to discuss their importance, how the need to secure an adequate supply drives many U.S. foreign policy decisions and can shape geopolitical events, and where investment opportunities might exist.