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Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management

Hedgeye Podcasts

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Is 2023 an Inflection Point?

We believe that it's probably, you know, the majority of it's in the hands of Lockheed and Northrop Grumman. And we would suggest to you keep that 2023 is actually the inflection point. This is a game changer for the United States from a military aspect and agame changer from the energy aspect. You're already starting to see politicians start to jockey for this conversation.

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