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We dig into why talk of controlling Greenland jolts markets, how NATO and EU cohesion factor into risk, and why mineral and oil narratives run headlong into cost and time. We weigh realistic outcomes—from free association to sovereign base rights—and what they mean for European equities, oil, and defense plays.

• NATO and EU cohesion risk shaping market sentiment
• Russia’s hybrid tactics raising European vulnerability
• Arctic minerals and hydrocarbons facing high extraction costs
• Realistic paths: free association or sovereign base rights
• Precedents from Micronesia, Cyprus, Guantanamo informing options
• Oil pricing driven by uncertainty, not near-term supply shifts
• Defense exposure favoring drones and sensors over moonshots
• Portfolio stance: cautious Europe allocation versus buy-the-dip tactics
• Timelines and cash flows guiding resource investment decisions

Thanks, listeners. This is a quick take, and as such, we don't have a full knowledge and full ability to determine what the best impact is for investors, but thanks for listening, skeptics, and we look forward to serving you and helping you with your portfolios as we unveil more and more of 2026. Stay safe out there and keep your head on the swivel.

Straight Talk for All - Nonsense for None

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Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.