5min chapter

Stansberry Investor Hour cover image

Your Portfolio's Best Defense for an Uncertain 2023

Stansberry Investor Hour

CHAPTER

ETFs

I remember you talking a year or two ago about this the next generation of like military helicopters and where is that at right now. I think that the tech we identified is pretty awesome and I think that we'll see it in the US and Netherlands and UK repertoire soon. For me defense is one of my macro trends and micro trends in the ferris report so you know I've chosen one of the big ETFs which I guess we're going to have to reveal here because Dave has something to say about it. Let's pick on broad cloud so broad cloud spending like 68 billion bucks to buyVMware makes software otherwise 99.8% of Broadcom revenue comes out of Taiwan but if anything

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode