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BULLISHCore thesis · 5/5

Production for security as a durable macro trend

The guest's core 'ProSec' thesis argued that deglobalization and production for national security/resilience is a permanent, accelerating trend, not a temporary political phase.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Production for security as a durable macro trend · Zortix