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The Ukraine conflict shows no signs of resolution despite early predictions, with Russia taking a long-term strategic approach that suggests we may be only halfway through what could become a six-year confrontation.

• Russia's aggression extends beyond Ukraine with increased military presence near Finland, telecommunications sabotage, and cyber warfare against Europe
• Ukraine is developing a powerful military force with homegrown equipment and innovative tactics, potentially becoming a major NATO contributor
• Europe is shifting from ESG-focused spending to military expansion, with Germany committing 5% of its budget to defense
• Defense companies with diverse military offerings and less dependence on US government financing present long-term investment opportunities
• Ukraine's rare earth mineral reserves represent strategic assets coveted by both Russia and Western nations
• Energy security has accelerated Europe's investments in alternative sources, creating opportunities for American LNG exporters
• Long-term investment in defense requires tolerance for significant volatility driven by geopolitical developments

Join us next time with special guests Rich Weiss and Marcus Sturtevant as we continue exploring investment opportunities in an increasingly complex global landscape.

Straight Talk for All - Nonsense for None

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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.