
Closing Bell Overtime: Title: Are Markets Mispricing Geopolitical Risk?; MP Materials CEO On Stock Surge & Supply Chain 6/17/25
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Navigating Shifts in Global Defense Investments
This chapter examines the evolving market dynamics in defense investments, emphasizing opportunities in international markets as geopolitical tensions rise. It also explores asset allocation strategies, highlighting sectors like defense and cybersecurity, while addressing the cautious investor sentiment towards the U.S. dollar and emerging markets.
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