Over the last six months, Vitaliy has skewed IMA's portfolios more towards defense companies. Why? The world appears less safe today than at any time since the Berlin Wall came down. Fast-forward two decades from then to now, and we find a drastically different world. In this podcast, Vitaliy explains his thoughts on the US, China, and the role defense companies play in IMA client portfolios.
You can read this article online here: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/
Disclosure: Read this before you buy your next stock
US and China: In the Foothills of Cold War - Ep 100