Back to Learn

“At the Sound of the Guns, Buy”: Gen. Spider Marks & Peter Tchir on Iran, China & Critical Metals

Is the US running out of bombs? General Spider Marks of Academy Securities tells 250 Digital Asset Management CEO Chris Perkins yes, cites the Department of War's $200 billion readiness request, and argues this is the "sound of the guns" moment to buy defense and critical metals. Peter Tchir, also of Academy Securities, warns markets are too complacent about Iran as oil, diesel, LNG, and fertilizer pressures build, while Spider flips the consensus and argues China, far from winning this war, is actually its biggest strategic loser. They also cover rare earths, Intel, Europe's "whatever it takes" moment, the future of NATO, the expansion of the Abraham Accords, and why Israel is now the regional hegemon. Peter closes with his "ProSec" thesis, production for national security, and the case for shipbuilding, water, electricity, and the investment themes defining the next phase of deglobalization.

General Spider says at the sound of the guns, buy, and it starts with critical metals. Join Wealthion's Real Assets Community: https://wealthion.com/realassets

Peter warns markets are too complacent about Iran. Concerned about your portfolio? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3QYpHUG

If this conversation has you thinking about hard assets, GBI Direct offers physical gold and silver: https://gbidirect.com/?aff=WTH

Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

Investment Insights

What Serious Investors Are Watching

Dive into expert interviews, market analysis, and long-form content built to help serious investors think long-term.

Explore More
How to Hedge Against Inflation: What Six Experts Recommended on Wealthion
Article

How to Hedge Against Inflation: What Six Experts Recommended on Wealthion

Five years of above-target inflation have turned "how to hedge against inflation" from a textbook...

Is AI a Bubble? Six Macro Experts Weigh In (2026) | Wealthion
Article

Is AI a Bubble? Six Macro Experts Weigh In (2026) | Wealthion

Wealthion Editorial | August 2026 Is AI a bubble? The most common answer from six...

You’re Underestimating AI’s Next Trillion-Dollar Opportunity | Brett Rentmeester
Article

You’re Underestimating AI’s Next Trillion-Dollar Opportunity | Brett Rentmeester

Everyone is focused on today's AI boom—but according to Brett Rentmeester, the biggest investment opportunities...

Enjoyed This? Get More Insights

Expert insights and curated opportunities, delivered to your inbox.

    We respect your privacy. Unsubscribe at any time.

    Ready to Position for What's Coming?

    Whether you're still learning or ready to act, your next step starts here.

    Explore Opportunities
    • Independent
    • Macro-Informed
    • Real Asset Focused
    Gold