Where Do Things Stand With China?

Episode 1213: Where Do Things Stand With China?

US-China Trade Deal Updates & Insights from The Bahnsen Group Annual Retreat

Show notes

Today's Post - https://bahnsen.co/47ogHOD

US-China Trade Deal Updates & Insights from The Bahnsen Group Annual Retreat

In this week's episode of Dividend Cafe, host David Bahnsen reports from The Bahnsen Group's annual retreat in Dallas, Texas. He highlights the team's dedication to client experience and shares updates on the significant US-China trade deal. The discussion covers recent agreements between the two nations, including tariff reductions, market commitments, and cooperation plans. Bahnsen reflects on how market discipline has influenced policy decisions and gives insights on the potential economic impacts. Looking ahead, he hints at a forthcoming evaluation of the AI CapEx bubble burst in the next episode.

00:00 Welcome to Dividend Cafe

00:06 The Importance of Our Annual Retreat

01:41 US-China Trade Deal Overview

05:06 Key Elements of the Trade Agreement

10:18 Implications and Future Prospects

18:43 Conclusion and Upcoming Topics

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

Hosts

David Bahnsen

David Bahnsen

David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.

View episodes

Guests

Subscribe now

Get new episodes of The Dividend Cafe automatically