Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 9

The Paul Truesdell Podcast · Aug 31, 2025 · 9m

9

We have covered the visible battlefield of missiles and drones, the invisible battlefield of electronic warfare, and the civilian battlefield of infrastructure. Now we must turn to the most pervasive battlefield of all: economic warfare. In today’s interconnected world, economics is not just a background factor—it is the frontline.

Semiconductors: The Silicon Choke Point

Every device you own—your phone, car, computer, even your medical equipment—depends on semiconductors. More than 60% of the world’s chips come from Taiwan, and nearly 90% of the most advanced ones. This is not just a…