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

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