China’s Recovery: Engagement First, Autarky Eventually
Plus! Zombies and Superstars; Foreign Policy Pivots; Ventilators and Game Theory; Pigs, Then Corn; The Budget; Theatrical Windows Minus Theaters
This week’s subscriber Q&A will be at 11:30am Eastern Time on Friday the 4th. This round, we’ll be focused on lending against software contracts—with special guest Alex Danco.
In this issue:
China’s Recovery: Engagement First, Autarky Eventually
Zombies and Superstars
Foreign Policy Pivots
Ventilators and Game Theory
Pigs, Then Corn
The Budget
Theatrical Window…