Episode 8

Weekly Update 6/2

The lads talk macro, China, Latin America, and eventually dive into the fascinating news behind Vietnam's development of a new African Swine Fever vaccine.

Timestamps:

1:15-7:40 – US Macro

7:40-13:55 – China

13:5535:25 – Colombia/LatAm/Populism

35:25-end – African Swine Fever

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Geopolitical and Financial Insights