Zed Francis
speaker
109 appearances
2 recordings
1 series
first heard May 2026
last heard 8 Jul
Zed Francis’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
It's...
The expectation of that massive decline in earnings has successfully been pushed out over the last six, seven weeks.
And that's why we've seen massive moves in those specific stocks.
But they're always going to be hyper-cyclical where the earnings that you're going to hopefully earn as a shareholder are right in front of you rather than over the next couple of decades.
Well, I think we're a little in between whether or not China is actually receiving the end product via different routes rather than directly.
That might still be happening on the side.
But that is a potential growth engine, right?
If we actually get some more level-headed relationships with China, that may reopen that market directly for them.
But I wouldn't be surprised if they're getting a decent amount of that revenue through other sources.
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