#2237 - Mike Benz – The Joe Rogan Experience

Bullish:

$CENSORSHIP - The 'censorship industry' is becoming entrenched in academia and institutions, suggesting potential growth in this sector.
$LNG - Liquefied Natural Gas (LNG) is becoming increasingly important for European energy supply as an alternative to Russian gas pipelines.
$NAFTOGAZ - Naftogaz, Ukraine's state-owned energy company, has significant potential in the European energy market, especially if privatized.
$BURISMA - Burisma, a Ukrainian energy company, is seen as strategically important in US foreign policy and energy strategy.
$ENERGY - European efforts to diversify energy sources away from Russian dependence present growth opportunities in the energy sector.
$DEFTECH - Defense technology contractors, such as MITRE, receive significant funding from the Pentagon, indicating potential growth in this sector.

Bearish:

$TECH - Increased EU regulation poses significant threats to big tech companies' business models.
$SOCIALMEDIA - Government involvement in content moderation and censorship operations poses risks for social media companies.
$GAZPROM - Gazprom's dominance in European gas supply is weakening due to geopolitical shifts and Europe's energy diversification efforts.
$RUSMIL - Western efforts aim to reduce Russian military influence globally, potentially leading to a decline in Russian military exports.