Displaying 1 - 20 of 482 in total
The Essential National Security Economics of the U.S. Navy - Part 6
Closing Reflection — Where U.S. Manufacturing Stands TodayWhen you line it all up — South Korea’s massive yards, China’s industrial machine, Newport News’ bottleneck, ...
The Essential National Security Economics of the U.S. Navy - Part 5
World War II — America’s Shipbuilding ArsenalTo really grasp how precarious today’s naval shipbuilding situation is, you have to rewind to the 1940s. During World War ...
The Essential The National Security Economics of the U.S. Navy - Part 4
The Other U.S. Yards, Florida’s Role, and Tampa’s Lost CapacityWhen you step back from Newport News and look at the rest of America’s naval shipbuilding map, you reali...
The Essential National Security Economics of the U.S. Navy - Part 3
China’s Industrial Shipbuilding MachineIf Newport News is the crown jewel of U.S. shipbuilding, then China’s shipyards are the roaring steel mills of naval mass produc...
The Essential National Security Economics of the U.S. Navy - Part 2
Newport News — The Crown Jewel and the BottleneckWhen people in the United States think of shipbuilding, the conversation almost always comes back to Newport News, Vir...
The Essential National Security Economics of the U.S. Navy - Part 1
South Korea’s Shipbuilding MightIf you want to understand modern naval power, you cannot skip over South Korea. What that country has built on its southeastern coast i...
Lazy Days a Daze
When you look at the story of Lazydays, the Tampa-based RV giant, you see a case study in what happens when a company bites off more than it can chew. For years, Lazyd...
Can't Touch This
In full disclosure, I am an investment advisor, and I practice what I preach. I have a method that I believe works, but as every compliance officer will remind you, pa...
Blades, Bullets, and the Trump Doctrine: Why Republicans Bleed for America
Blades, Bullets, and the Trump Doctrine: Why Republicans Bleed for AmericaFrom the guillotines of Revolutionary France to the assassination of Lincoln, the shooting of...
Iryna Zarutska - The Murder & Movement - The Straw that Breaks
Rough Show NotesIntroductionThis is a long-form podcast, and if you’ve listened to me before, you know I don’t do this to entertain. I do it to inform, to bring back h...
The Fiduciary Aha Moment: Clarity, Costs, and Rational Wealth Management
Rough Draft - NotesDISCLAIMERDue to our extensive holdings and our clients, you should assume that we have a position in all companies discussed and that a conflict of...
Formula One or Formula for One
September 8, 2025 - Rough DraftI am an investment and wealth advisor and manager. And you may think of this as a profession but for me, it’s a lifestyle. You see, I ha...
My Children Broke My Bank
You retire, and life is good. Maybe you are traveling, enjoying your mornings without an alarm clock, or simply savoring the reward of decades of hard work. Then life ...
The Scientific Process
Good morning, good afternoon, or good evening, depending on when you happen to be listening. This is the Paul Truesdell Podcast, and I am Paul Grant Truesdell—the Elde...
Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 10
10 Final Summary and Call to ActionOver the course of this series, we have focused on the U.S. Army and its next generation of weapon systems—hypersonics, precision st...
Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 9
9We have covered the visible battlefield of missiles and drones, the invisible battlefield of electronic warfare, and the civilian battlefield of infrastructure. Now w...
Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 8
8So far, we have moved from the visible—the hypersonics, drones, and strike systems—to the invisible, where electronic warfare and lasers dominate. But war is not just...
Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 7
7Electronic Warfare and the Invisible BattlefieldUp to this point, we have laid the foundation, envisioned a Pacific confrontation, explored vulnerabilities in medicin...
Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 6
6At this point in our series, we have covered a lot of ground. In Sections One and Two, we laid the foundation. We explained why the Military Procurement Portfolio is ...
Long Wars, Long Contracts: Why Army Procurement Belongs in Your Portfolio - Part 5
5Typhon and the Mid-Range Strike RevolutionIn Section One, we set the stage by explaining why the Military Procurement Portfolio is about long-term ownership and resil...