The phase 2 AI trade is here

Hello and welcome to Trader Talk. I'm your host Kenny Pulkari and today we're joined by Peter Cheer of Academy Security's head of macro strategy and Adil Zaman who's Wall Street alliance group partner. Gentlemen, thank you for joining me today. I look forward to this conversation because we've got a lot to talk about and let's talk about the first thing. We'll make it broad about geopolitics um and the tensions around the world uh the shifting dynamics with China, energy security, domestic security, cyber s ...