ITAXARBULLISHIn depth · 4/5

Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.

Government industrial policy as investment catalyst

The discussion framed increased government mercantilism and direct investment - tipping the scales for strategic industries - as a catalyst for growth in a deglobalizing world.

Thoughtful Money'shead of macro strategy at Academy Securitieson Thoughtful Money

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The story so far

CONTESTED · 103 MENTIONS · 73 EPISODES · 31 SHOWS

24 JUL 2025 — 21 AUG 2026 · YESTERDAY

44 SUPPORT · 5 CHALLENGE · 2 REPEAT · 52 MENTIONED

24 JUL 2025 · FIRST HEARD
THE ACQUIRERS PODCAST
- Ribosomal microfactories as a decentralized model
53 EPISODES BETWEEN · 70 MENTIONS · 13 NOT KEPT
1. 13 EPISODES NOT SHOWN
2. 6 NOV 2025
  MACROVOICES · 4 MENTIONS
  - Geopolitical bifurcation as the new normal
  - Strategic sectors face full supply chain bifurcation
  - Forced allied investment in US reindustrialization
  - US weaponizing financial system and geography
3. 13 NOV 2025
  THE DERIVATIVE
  - China dominates global shipbuilding
4. 21 NOV 2025 · CHALLENGES
  VALUE INVESTING WITH LEGENDS
  - China's deflationary dumping aids Fed, hurts industrials
5. 24 NOV 2025
  MACRO MUSINGS WITH DAVID BECKWORTH
  - China's real estate bust frozen in place
6. 6 DEC 2025
  THE BUSINESS BREW
  - Structural caution on China
7. 8 DEC 2025
  THE GRANT WILLIAMS PODCAST · 2 MENTIONS
  - Bifurcation into US and China financial spheres
  - Gulf states caught between US security and China economics
8. 17 DEC 2025
  THE TIM FERRISS SHOW · 3 MENTIONS
  - US infrastructure hampered by lawyers, not engineers · CHALLENGES
  - China's hyper-competitive provincial capitalism
  - China's innovation and cost advantage is real
9. 27 DEC 2025
  SMARTERMARKETS · 2 MENTIONS
  - US must build mines or cede EV industry to China
  - China, Middle East, India driving renewable expansion
10. 14 JAN 2026
  FORWARD GUIDANCE
  - China's capital flight as a strategic weakness
11. 16 JAN 2026
  WHAT BITCOIN DID
  - Fed should not be independent
12. 17 JAN 2026
  SMARTERMARKETS · 2 MENTIONS
  - Power supercycle displaces oil as energy driver
  - Electrification driven by energy security, not carbon
13. 24 JAN 2026
  SMARTERMARKETS
  - Chinese control of critical materials
14. 29 JAN 2026
  THE BUSINESS BREW
  - Critical shortage of skilled process knowledge in US
15. 31 JAN 2026
  SMARTERMARKETS
  - Hoarding theme gaining momentum
16. 2 FEB 2026 · CHALLENGES
  CAPITAL ALLOCATORS
  - Chinese chemical overcapacity threatening global margins
17. 4 FEB 2026
  THE ALPHA EXCHANGE · 3 MENTIONS
  - China leapfrogged West in key industrial sectors
  - Geopolitical de-escalation as G2 framework
  - Higher commodity prices from China reflation
18. 9 FEB 2026
  THE GRANT WILLIAMS PODCAST
  - Europe's strategic vacuum amid US pivot
19. 9 FEB 2026
  THE MEB FABER SHOW
  - China's biotech rise as a global competitor
20. 13 FEB 2026
  THE GRANT WILLIAMS PODCAST
  - US political polarization undermines long-term strategy
21. 19 FEB 2026
  THE GRANT WILLIAMS PODCAST · 3 MENTIONS
  - China's sovereignty quest delays global market role
  - Geopolitical pivot crowds out consumer sectors
  - Bifurcated markets create new cost equilibriums
22. 25 FEB 2026
  WHAT BITCOIN DID
  - Aim: contain China, not crush it
23. 2 MAR 2026
  MACRO MUSINGS WITH DAVID BECKWORTH
  - Bretton Woods II: China's peg fueled hyper-globalization
24. 6 MAR 2026
  THE BUSINESS BREW · 2 MENTIONS
  - China as a regional power, not global hegemon
  - China seeks regional power, not global supremacy
25. 6 MAR 2026
  ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  - China's military buildup greatest in history
26. 9 MAR 2026
  MACRO MUSINGS WITH DAVID BECKWORTH
  - China's demographic decline dims renminbi prospects
27. 9 MAR 2026
  ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  - China's rapid rise as a manufacturing and tech power
28. 11 MAR 2026
  MONETARY MATTERS WITH JACK FARLEY
  - Industrial policy and public research are essential
29. 12 MAR 2026
  THE JULIA LA ROCHE SHOW · 2 MENTIONS
  - China won the trade war at immense economic cost
  - China's growth from liberalization, not central planning
30. 14 MAR 2026
  SMARTERMARKETS
  - China prioritizes energy security over decarbonization
31. 25 MAR 2026
  FORWARD GUIDANCE
  - Geopolitical AI race: US vs China
32. 26 MAR 2026
  THE GRANT WILLIAMS PODCAST
  - American hegemony in terminal decline
33. 1 APR 2026
  THE JULIA LA ROCHE SHOW
  - US-China prisoner exchange of goods
34. 6 APR 2026
  MACRO MUSINGS WITH DAVID BECKWORTH
  - China's export wave threatens global development paths
35. 6 APR 2026
  ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  - Reindustrialization as the path to US prosperity
36. 7 APR 2026
  FORWARD GUIDANCE · 2 MENTIONS
  - China's energy security stronger than US allies
  - China's shift from 'wolf warrior' to pragmatic partner
37. 9 APR 2026
  WEALTHION - BE FINANCIALLY RESILIENT
  - China's shift from market share to profits aids US miners
38. 15 APR 2026
  ODD LOTS
  - Asia re-evaluating US reliability, seeking insulation
39. 15 APR 2026
  PALISADES GOLD RADIO
  - Europe's geopolitical crossroads: cooperate with East
40. 20 APR 2026
  THE TWENTY MINUTE VC
  - AI as a commercial and economic race
41. 22 APR 2026
  ODD LOTS
  - EV adoption divergence: China leads, US lags
42. 23 APR 2026
  THE ACQUIRERS PODCAST
  - Chinese EV makers face US brand barrier
43. 24 APR 2026
  ODD LOTS
  - China's Latin America trade: commodities for cheap goods
44. 1 AUG 2026 · 3W AGO
  PLANET MICROCAP PODCAST
  - Rare earths: China's cost advantage gone
45. 2 AUG 2026 · 3W AGO
  PROF G MARKETS
  - China's rise as a sophisticated, autocratic superpower
46. 3 AUG 2026 · 3W AGO
  ODD LOTS
  - China's 80% tungsten supply dominance
47. 5 AUG 2026 · 2W AGO
  A16Z PODCAST
  - China's critical minerals talent advantage
48. 5 AUG 2026 · 2W AGO
  ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  - US shipbuilding capacity lags China 230-to-1
49. 6 AUG 2026 · 2W AGO
  COMMODITY CULTURE · 2 MENTIONS
  - China's runaway entrepreneurial train
  - US disengagement as path to renewal
50. 6 AUG 2026 · 2W AGO
  MACROVOICES
  - China strong in build-out, weak in capital allocation
51. 6 AUG 2026 · 2W AGO
  WEALTHION - BE FINANCIALLY RESILIENT
  - China holds leverage in economic war
52. 8 AUG 2026 · 2W AGO
  THE TWENTY MINUTE VC · 2 MENTIONS
  - US R&D spending deficit versus China
  - China's regulatory speed advantage
53. 10 AUG 2026 · 2W AGO
  THE TWENTY MINUTE VC
  - US compute advantage over China is temporary
54. 12 AUG 2026 · 1W AGO
  TOP TRADERS UNPLUGGED
  - China's innovation leadership in EVs, robotics, AI
13 AUG 2026 · 1W AGO
ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 2 MENTIONS
- US underinvestment in R&D threatens leadership
- Build an economic bloc to isolate China
14 AUG 2026 · 1W AGO
COMMODITY CULTURE
- Critical minerals supply chain bifurcation
16 AUG 2026 · 6D AGO
THOUGHTFUL MONEY · 3 MENTIONS
- Deglobalization reshapes energy and commodity trade
- America, Canada, Europe as deglobalization winners
- Government industrial policy as investment catalyst · THIS IDEA
17 AUG 2026 · 5D AGO
ANIMAL SPIRITS
- Geopolitics weaponizing China's material dominance
17 AUG 2026 · 5D AGO
BIGGERPOCKETS REAL ESTATE PODCAST
- Physical constraints are the West's growth bottleneck
21 AUG 2026 · YESTERDAY
COMMODITY CULTURE
- China's strategic stockpiling of silver

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD