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Luke Gromen: Markets Diverge from Reality, BRICS Hold the Leverage (and Gold), and Why Bitcoin Lags

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Geopolitical Shifts and National Security

This chapter examines the U.S. defense strategy in the context of rising tensions with China and Russia, advocating for a more domestic-focused approach. The speakers highlight the dependence on China for rare earth elements and discuss its implications for national security and military strength. Additionally, they address the complexities of industrial policy and the importance of public-private partnerships in navigating current economic challenges.

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