#2274 - Mike Baker

Bullish:

• $COBALT - Cobalt is seen as a key resource for electric vehicles and batteries, with a concentrated supply that could drive up demand and value.

  • “Cobalt now is the key. Right? I mean, uranium, you can get from a variety of places, Australia and elsewhere, Kazakhstan and variety of other locations. But, cobalt, they've got maybe 60%, don't quote me on that, but I think it's about that, of the world's cobalt supplies. What do you need cobalt for? Well, electric vehicles, batteries.”

    Mike·1:10:28
• $PRIVSEC - A significant increase in demand for private security contractors is expected, potentially surpassing the boom seen during Iraq operations.

  • “You think you think there was a boom in private security contractors during the Iraq incursions? This will be yeah. This will make that look like nothing.”

    Mike·48:54
• $DEFCONT - Defense contractors in Washington are described as an 'immovable object', suggesting resilience against budget cuts and potential for sustained business.

  • “There's an immovable, object in Washington, DC made up of lobbyists, defense contractors, self interested politicians. Right? They're all like, you know, like this. Right? And and DOGE is obviously, you know, bumping up against them, particularly when when they start now talking about Pentagon spending.”

    Mike·25:23