Bi-Weekly Geopolitical Report – Rebirth of US Nuclear Deterrence (3/11/2024)

Confluence Podcasts
11/03/2024 16 min Episodio 198
Bi-Weekly Geopolitical Report – Rebirth of US Nuclear Deterrence (3/11/2024)

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Episode Synopsis


Could the defense industry, at some point, challenge technology for stock market leadership? Members from the Confluence macro team discuss why the rebirth of US nuclear deterrence policy appears to be a game changer on many levels.

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