Matthew Mazinski on the Peter McCormack Podcast [30:42]: "A very interesting phenomenon, since Trump has taken power, you could look at all the defence stocks in the United States, they are down. In Europe they are up. Complete polar opposites, and big. European stocks are flying right now. Europea defense contractors are flying right now. Specifically because Europe knows that they need to shoulder more of the burden, because they need to rely on the United States anymore". #