Is 'National Security' The New Investing Priority? | Peter Tchir

Peter Tchir advocates for the ProSec trade, focusing on sectors essential to national security like defense, energy, and minerals as globalization ends.

Massive increases in military spending by the US and Europe create strong tailwinds for companies in defense, electricity generation, and critical minerals.

South America and Mexico are highlighted as top investment destinations, while Europe is described as struggling with structural economic challenges.