Saturday May 10, 2025

Ep 216. China's Freights Hit the Brakes

David breaks down some alarming global economic shifts—from Germany’s deepest recession since reunification to a dramatic slowdown in global trade. He dives into why Europe is becoming nearly “un-investable,” how political leanings are impacting economic growth, and what it means when container ships from China and American freight volumes hit the brakes. Plus, hear how Apple’s pivot to India signals a broader shift in global manufacturing—and what it all means for your financial future.

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