Arthur Hayes

Could be okay.

People get like, hey, fuck it, whatever.

China is the number two and number one.

We're number one and number two.

And we deal with it, right?

And as you mentioned, right?

China has rare earths.

The U.S.

doesn't have any.

That'll persist for however long it persists.

But it basically means that if China's not going to sell you the stuff to shoot the weapons, then you can't shoot the weapons.

Which, essentially, is a really good thing.

Because if the U.S.

doesn't have enough weapons to shoot, then this whole situation would be probably a lot more scary in terms of the global...

sort of situation globally.

But because they can't shoot enough weapons, then, you know, Trump has to stop the war in Ukraine.

You know, as sad as the Israel-Iran situation was, it lasted 12 days because Israel started to feel what happens when you get bombed by another country.

You don't have enough missiles to defend yourself, right?

And so, again, this is all predicated on China's there to make money and trade.

They're not there to supply the United States with car plastic or launching missiles at people.