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Geopolitical Conflicts, Little-Known Natural Defense Innovations, and Investment Opportunities in Volatile Times
Manage episode 404657389 series 3417129
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Craig in this podcast discusses geopolitical conflicts related to national defense. His guest, Steve Place, one of America’s leading investment newsletter writers, is an expert in analyzing macroeconomics and political factors to identify defense sector innovations… including for investments.
In This Episode:
- Geopolitical conflicts including tensions with Iran, wars in the Middle East and Ukraine, and China's alliance with adversaries.
- Importance of controlling global trade routes like the Strait of Hormuz and threats to the Red Sea route
- China's advancing weapons technologies like hypersonics and AI that challenge US military advantages
- Encouraging more innovation from smaller US defense contractors to develop new technologies faster
- & More
Steve explains that control of key trade routes like the Strait of Hormuz has historically determined which nation is the global superpower. In response, the US is encouraging more innovation from smaller defense contractors to develop new technologies faster than the large prime contractors. He believes opportunities exist in publicly traded stocks of companies supporting national defense priorities like energy independence through small modular nuclear reactors.
The podcast is around 16 minutes long.
The feedback we have received has been pretty exciting, I encourage you to listen.
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