underlying anxiety about America's place in the world, our geo-strategic positioning, our national security state, our geopolitical power. And so that kind of, you know, brings me to another question, which is how do you factor these things in? Politics, national security, how do you factor these things in when you consider where to invest? Understanding that government regulations may change in line with the needs of the national security state, and that could impact the value of your investments. Well, I guess the greatest example of that today is China and Taiwan. You know, a lot of people say China is investable. There are other people out there that say because investors say China is uninvestable, it's actually a great investment. You know, the risk to your Chinese investments is that a situation happens like Russian investments. I'm on the board of a company in Europe that manages funds for individuals, and they had some exposure to Russian-vated Ukraine. You couldn't trade those (50/57)
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