Show Notes
Macro investor and former manufacturing consultant Craig Tindale delivers a chilling reality check on the state of Western defense production. Referencing Elon Musk's urgent warnings regarding electricity and utility capacity, Tindale breaks down the shifting leverage in global logistics. From the shocking reality that the U.S. only holds 2 to 3 weeks' worth of artillery shells in an all-out war scenario, to our absolute reliance on the Chinese supply chain to even assemble defense systems, the question remains: who are we actually prepared to defend against? #Geopolitics #Macro #SupplyChain #ElonMusk #Military #NationalSecurity #Defense #Investing #CraigTindale #NatalieBrunell #CoinStories
