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Telecoms recession, China and Germany
This week\u2019s pod was recorded remotely because Scott was larging it in the Canary Islands. After reflecting on Scott\u2019s weekend on the lash, they start by reviewing data showing the telecoms recession is set to get worse before it gets better. They move on to assess China\u2019s ability to manufacture cutting-edge chips before concluding by discussing a popular story of Iain\u2019s regarding German policy towards Huawei.