Wealthion - Be Financially Resilient

Peter Tchir: America’s ‘Pre-War World’ and Its Investing Playbook

13 snips
Oct 15, 2025
Guest
Peter Tchir
Peter Tchir, Head of Macro Strategy at Academy Securities, shares insights on navigating investments in a shifting global landscape. He discusses the transition from ESG to 'production for security' as a key investment theme. Tchir dives into the implications of AI on market multiples and argues for the importance of rare earth processing in U.S.-China relations. He highlights the role of stablecoins in extending U.S. monetary power and emphasizes energy resilience, advocating for a diversified approach including nuclear and renewables.
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INSIGHT

Pre‑War World Raises Market Multiples

  • The world may be shifting from a post-war to a pre-war era, changing policy priorities toward security and production.
  • This shift can lift market-wide multiples and reshape long-term investment themes.
INSIGHT

Production For Security Beats ESG

  • ‘Production for security’ replaces ESG as the decade's dominant investment theme.
  • Governments will prioritize domestic production of critical minerals, chips, and defense supply chains.
INSIGHT

China's Rare Earth Leverage

  • China holds a near-monopoly on processing rare earths and critical minerals, giving it leverage.
  • Beijing may push that leverage to force strategic concessions while U.S. doubles down on chip advantages.
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