Taiwan

“I know a lot of people's PMs are like, oh, you can't invest in TSMC because geopolitical risk, and it's like, no, dude, you can't invest in fucking Apple.”

“At the end of the day, if the models don't improve, we're absolutely screwed, and in fact, the US, like, you know, in another year, if this lasts another year, and then it happens, like, the US economy will go into a recession, like, straight up because of thi…”

“Right now I see the status quo persisting because the status quo works well for the Chinese, the Taiwanese and the Americans.”

“If that supply chain were to get screwed up or disremediated, we would have, like, a, Incredibly bad economy. On the order of, like, depression type economy.”

“In terms of the big markets, yeah, there's a lot going on in Korea, Taiwan, Japan. I'm Probably more bullish on just in terms of a hunting ground to find great companies. The European markets are just tough right now, given the regulatory environment. They jus…”

“I mean, let's imagine China declares a blockade of Taiwan, which could very easily happen.”

“And we see the Chinese, I think they're trying to get themselves into a position where they could have a soft blockade, where, like, they could give the orders that any ship that wants to go to Taiwan first has to stop at a Chinese port and go through a custom…”

“And the Japanese see would see Chinese control of Taiwan as a direct threat to Japanese independence.”