Bi-Weekly Geopolitical Report – Update on US and China Defense Spending (8/11/2025)

from Confluence Podcasts · host Confluence Investment Management

The race between the United States and China for military superiority might be a lot more complicated and worrisome than the headline numbers suggest. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler with an update on US and Chinese defense spending and why it matters for investors.

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This episode is 13 minutes long.

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This episode was published on August 11, 2025.

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