Making Sense of the Selloff in the U.S.

The video discusses the recent market sell-off, attributing it to rising interest rates and uncertainties in US trade policies. It highlights the strategic tech rivalry between the US and China, emphasizing the potential for two competing global tech ecosystems. The discussion covers the impact of tariffs, non-tariff retaliations, and the strategic importance of technology in global trade dynamics.

What are the potential implications of rising interest rates on growth stocks?

In what ways might tariffs impact investor confidence in the market?

What role does technology play in the current trade dynamics between the US and China?

How does the perception of China as a technological threat affect US-China relations?

What are the potential consequences of having two competing technological ecosystems?