US and China: In the Foothills of Cold War – Ep 100

Over the last six months, Vitaliy has skewed IMA's portfolios more towards defense companies. Why? The world appears less safe today than at any time since the Berlin Wall came down. Fast-forward two decades from then to now, and we find a drastically...

Over the last six months, Vitaliy has skewed IMA’s portfolios more towards defense companies. Why? The world appears less safe today than at any time since the Berlin Wall came down. Fast-forward two decades from then to now, and we find a drastically different world. In this podcast, Vitaliy explains his thoughts on the US, China, and the role defense companies play in IMA client portfolios.

You can read this article online here: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/

Disclosure: Read this before you buy your next stock

Related Articles

Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215

Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs? 📩 Join 86,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS Soul in the...

Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32

📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My website/blog - 🔗 Business Website -  🐦...

Expanding Perspectives Through Travel – From Spain to the UK – Ep 214

My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation. 📩 Join 86,000+ readers on my weekly email newsletter: 📚 GET MY BOOKS...

This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31

📩 Join 86,000+ readers on my weekly email newsletter: 📚 Get my books: Soul in the Game -   The Little Book of Sideways Markets -   Active Value Investing - My Key Links 🌍 My website/blog - 🔗 Business Website -  🐦...