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BULLISH

The Prosec trade is a bipartisan, multi-year trend

The guest argued the focus on production security (Prosec) - reshoring, friend-shoring, and securing supply chains - has bipartisan support in the US and is a multi-year trend driven by national security and capitalist incentives, not tied to a single administration.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE