Markets Shouldn't Read Too Much Into 'Erratic' Trade War, Varnholt Says

The video discusses the ongoing geopolitical rivalry between major economic powers, often mischaracterized as a trade war. It emphasizes that while these tensions will persist for years, investors should focus on business adaptability rather than geopolitics. Businesses are quickly adjusting their supply chains, which is promising for future corporate earnings.

In what ways are businesses adapting to the trade war?

What does the speaker imply about the future of corporate earnings?