Getting Ready for the “European Kill Switch” | LFTC

Описание: On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues something bigger is happening: Europe is rebuilding not just its military, but its digital infrastructure to reduce dependence on U.S. tech platforms.

⁠Matt⁠, CEO and CIO of Tuttle Capital Management, joins ⁠Downtown Josh Brown⁠ to discuss digital sovereignty, shifting procurement, and whether this marks a cyclical rotation or the start of a structural reallocation away from U.S mega-cap dominance. We cover the impact on defense, cloud, U.S. tech giants, China exposure, currency effects, and how investors should size the opportunity.

This episode is sponsored by Public. Find out more at: https://public.com/Compound

00:00 - Start
01:23 - Intro
02:47 - “European Kill Switch”
09:13 - International Markets
15:51 - European Outlook
24:37 - Tuttle Capital

👕 Check out The Compound shop: https://www.idontshop.com

🎙️Listen to our podcasts:
TCAF: https://podcasts.thecompoundnews.com/...
Animal Spirits: https://podcasts.thecompoundnews.com/...
Ask The Compound: https://podcasts.thecompoundnews.com/...

The Compound Newsletter: https://www.thecompoundnews.com/subsc...

Linkedin:   / the-compound-media  
Instagram:   / thecompoundnews  
Twitter:   / thecompoundnews  
Tik Tok:   / thecompoundnews  

Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at⁠ public.com/disclosures/ga⁠. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at⁠ https://public.com/disclosures/matchp.... Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.

Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here:
https://ritholtzwealth.com/podcast-yo...

The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertisin....

#thecompound #investing #stockmarket #stocks