U.S.
also referred to as: the u.s.
11 statements across 7 episodes · 2 bullish · 4 bearish · 7 people on the record · first statement Sep 30, 2025 by Dylan Patel · across every show →
Everything said about U.S., oldest first
Sep 30, 2025 bearish
Oct 16, 2025 bearish
Wang: America gets AI McKinsey, while China gets AI Foxconn
“And, you know, to be very glib here, I, I'll say that, you know, maybe America gets a much better McKinsey, and China gets a much better Foxconn, and then they're gonna use this much better AI Foxconn to produce a lot more drones and munitions and ships as wel…”
Oct 16, 2025 neutral
Wang: US builds technological ladders, but Chinese firms climb them
“The U.S., in my words, is really great at setting a lot of ladders in place, but its firms are no longer really great at climbing these ladders. It is really the Chinese firms that are able to climb all of these big technological ladders.”
Oct 16, 2025 neutral
Oct 16, 2025 neutral
Feb 24, 2026 neutral
Mar 10, 2026 positive
Sankar: Extending drug patents would incentivize pharma to manufacture in the US
“So why don't we manipulate patent length and say, look, drug companies, if you make your worldwide supply of your branded drugs here in the U.S., I will extend your patent length such that you recover two extra capex investment to go do that. That's a simple b…”
Jun 23, 2026 neutral
Liberty Mutual Investments avoids European expansion, remaining US-focused
“Things we have not really done, we have not expanded much into the European market, largely because we don't think we have the right relationships in place there, the right expertise. And even though that, that particular region is more interesting than it has…”
Jul 21, 2026 bearish
Smith: U.S. gas storage will fall below historical minimums by 2029
“When you get to the middle of twenty-twenty-eight, We start to break very materially below in a historical way where gas available in storage has ever been before. And by 20, 29, we dropped below all known historical storage evidence.”
Jul 21, 2026 bullish