Free Video: The Defense Industry Is Being Reinvented
Posted July 31, 2026
I have just published a new seven-minute video, The Defense Industry Is Being Reinvented. It is free for everyone to watch, and I highly recommend it.
Tag Archives: Defense spending
FREE VIDEO: Deficits, Bubbles, China, Defense, And AI — A Framework for Understanding the World Today
Posted July 23, 2026
This Macro Watch video is free for everyone to watch. You do not need to be a Macro Watch subscriber. Over the last several months,
The Titans of Traditional Defense
Posted June 11, 2026
America is entering a new era of rearmament. President Trump has called for $1.5 trillion of defense spending in fiscal year 2027, a dramatic increase
The Defense Spending Boom Has Begun
Posted May 19, 2026
The defense spending boom has begun. This new Macro Watch video explains why US defense spending is likely to rise significantly in the years ahead