#2303 - Dave Smith & Douglas Murray

Bullish:

• $DEFENSE - The discussion suggests potential opportunities in the defense industry due to significant U.S. government spending on military aid and its global influence, although this is not explicitly recommended as an investment strategy.

  • “We've spent closer to a hundred and 70 [billion dollars on Ukraine], so whatever.”

    Dave·39:50

  • “We are, after all when I'm saying we, I'm saying The United States Of America's federal government, is the largest, most powerful organization in the history of the world. It is the world empire.”

    Dave·2:32:35

Bearish:

• $QATAR - The speaker criticizes Qatar's influence in the United States, suggesting potential risks associated with the country's activities, although this is not explicitly presented as investment advice.

  • “Qatar pours hundreds of millions of dollars into this country, billions indeed, and tries to change policy in this country. And, nobody's trying to overthrow Qatar. Nobody's trying to throw the overthrow the emir or his family. And they are they've been poisoning American universities, American institutions, buying up American politicians.”

    Douglas·1:21:44