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.

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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…

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