In this episode of QAV America, Cameron and Tony wrestle with market chaos as the US–China trade war hits pause. Cameron shares the challenges he faced creating a US buy list, digging into several interesting (and occasionally suspicious) tickers: a mortgage REIT, a Chinese fintech with a Cayman shell, and an impressively renewable-heavy Chilean utility. They debate governance red flags, explore deep value bets versus gut instinct, and examine why Enel Chile (ENIC) might be quietly powering the future.