Decoder is a show from The Verge about big ideas — and other problems. Verge editor-in-chief Nilay Patel talks to a diverse cast of innovators and policymakers at the frontiers of business and technology to reveal how they’re navigating an ever-changing landscape, what keeps them up at night, and what it all means for our shared future.
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Investing Amid Trade Wars with Kai Wu
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Manage episode 485016433 series 2431123
Content provided by Alpha Architect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alpha Architect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What stocks should you own in a trade war? That’s the question I posed to Kai Wu, founder of Sparkline Capital, after reading his latest blog post. His answer? It's not what most investors expect—and it goes way beyond headlines about tariffs and retaliation. We discuss: • The two key dimensions of trade exposure: sales and supply chains • Why global firms have historically outperformed—despite higher risk • The concept of a “geopolitical risk premium” • How intangibles like brand equity and human capital change the game • What investors can do today to stay globally exposed without losing sleep Sources: Investing Amid Trade Wars by Kai Wu: https://www.sparklinecapital.com/post/investing-amid-trade-wars International Intangible Investing by Kai Wu: https://www.sparklinecapital.com/post/international-intangible-value Subscribe for more insights on diversification, market trends, and smart investing strategies! Website & Disclosures For more educational resources, visit our website: https://www.alphaarchitect.com Disclosures: https://www.alphaarchitect.com/disclosures
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66 episodes
MP3•Episode home
Manage episode 485016433 series 2431123
Content provided by Alpha Architect. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alpha Architect or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What stocks should you own in a trade war? That’s the question I posed to Kai Wu, founder of Sparkline Capital, after reading his latest blog post. His answer? It's not what most investors expect—and it goes way beyond headlines about tariffs and retaliation. We discuss: • The two key dimensions of trade exposure: sales and supply chains • Why global firms have historically outperformed—despite higher risk • The concept of a “geopolitical risk premium” • How intangibles like brand equity and human capital change the game • What investors can do today to stay globally exposed without losing sleep Sources: Investing Amid Trade Wars by Kai Wu: https://www.sparklinecapital.com/post/investing-amid-trade-wars International Intangible Investing by Kai Wu: https://www.sparklinecapital.com/post/international-intangible-value Subscribe for more insights on diversification, market trends, and smart investing strategies! Website & Disclosures For more educational resources, visit our website: https://www.alphaarchitect.com Disclosures: https://www.alphaarchitect.com/disclosures
…
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