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Listen "Investing Amid Trade Wars with Kai Wu"
Episode Synopsis
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
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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