Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.
Japan's hidden industrial and defense supremacy
The discussion argued Japan has retained and compounded critical industrial competence, becoming the indispensable manufacturing and defense technology partner for the US and allies, often under the radar.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.