Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 2

The Paul Truesdell Podcast · Aug 31, 2025 · 10m

2

Envisioning the Scenario

Now, before I get into a few of the Army’s weapons systems, I want you to envision the following scenario. This is not fiction. It actually happened and it had our firm and me in particular, on a level of extreme focus and attention, and let’s just say, a lot of time was spent on preparing to rapidly adjust equity portfolios in the event of what I will tell you about, being the straw that broke the camel’s back.

The news recently carried reports of U.S. Navy assets — including the aircraft carrier Nimitz, her destroyer escorts, and submarines — operating in the…