1 rich Libsyn https://www.libsyn.com 90 600 This is the inside view of how U.S. government priorities could drive the next leg of growth in defense, tech, and infrastructure. In a special edition of The Altimetry Authority Show, Professor Joel Litman and Rob Spivey are joined by Colonel Jon Shaffner (Ret.) to break down how federal spending, modernization, and geopolitical risks are setting the stage for a major wave of defense and tech contracts. &amp;nbsp; &amp;nbsp;In this episode, we cover: Why the real story behind tariffs isn’t trade—it’s national security How AI and Doge (the government’s digital overhaul) could unlock massive efficiencies What record-breaking defense conference attendance tells us about future military spending How geopolitical tensions with China, Iran, and Russia are influencing procurement and gold buying The overlooked investment opportunity in small-cap defense and AI contractors Wall Street isn’t tracking &amp;nbsp; Timestamps 00:00 Introduction 01:45 Tariffs and Delays 07:50 Defense DOGE 15:39 A D.C. Recession? 18:24 The Real DOGE Story 26:25 The Geopolitical Landscape Don’t forget to like, subscribe, and click the bell for unfiltered insights from the top minds in finance and strategy. 👉 Be sure to join the free Altimetry Daily Authority newsletter for ongoing updates:&amp;nbsp;https://getaltimetry.com/&amp;nbsp; Altimetry Authority https://sites.libsyn.com/575465 <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37547125/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/37547125