Michael Zezas: Investing in New Geographies

This podcast episode discusses the Biden administration's approach to the U.S.-China relationship and its impact on global markets. While diplomatic efforts have focused on opening communication channels, the administration is also preparing non-tariff barriers like export controls and investment restrictions. These measures signal an emphasis on incremental adjustment rather than decoupling. Companies are responding by diversifying supply chains, and investors should consider shifting equity allocations to countries likely to benefit.