The WINNING investment strategy for the America-first bull market!

Fortuna Investments frames policy shifts—not just fundamentals—as the key driver behind re-ratings in uranium, rare earths, defense, and Miami-based capital flows.

• America First plus innovation: Fortuna Investments (Justus Parmar's VC firm) argues the two goals overlap since most world-leading tech firms are already American-made, so patriotism and returns aren't mutually exclusive.
• Three IPOs timed to policy: Fortuna took stakes in a uranium miner, one of the only U.S. rare-earth mines (China supplies ~90% of rare earths), and an aerospace/defense company (a Rocket Lab shareholder) years before the Trump administration's re-rating of those sectors.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.