Production for Security Replacing ESG

💡Navigating your investments in a ‘Pre-War World’? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4or33jv

Are we sliding from a post-war era into a pre-war world, and what does that mean for your money and investments? In this timely and thought provoking conversation, Peter Tchir, Head of Macro Strategy at Academy Securities, joins CoinFund’s President Christopher Perkins to explain why U.S. policy is shifting to a pre-war state of “peace through strength” and “production for security”, and how that could fuel the next investing cycle across AI infrastructure, energy, and select digital assets.

Key Topics

• Why “production for security” is replacing ESG as the decade’s big investing theme
• How rare earths, chips, nuclear, solar, and big-cap energy fit the new playbook
• Why AI adoption can lift market-wide multiples, not just the LLM hyperscalers like Google and Amazon
• How stablecoins extend U.S. monetary power and why Peter leans ETH within crypto
• The key geopolitical risks (China, Taiwan, Africa) and why deterrence matters
• Why he’s not worried about runaway deficits/inflation, and where bonds fit

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

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