Скачать или смотреть Getting Ready for the “European Kill Switch” | LFTC

On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues something bigger is happening: Europe is rebuilding not just its military, but its digital infrastructure to reduce dependence on U.S. tech platforms.

⁠Matt⁠, CEO and CIO of Tuttle Capital Management, joins ⁠Downtown Josh Brown⁠ to discuss digital sovereignty, shifting procurement, and whether this marks a cyclical rotation or the start of a structural reallocation away from U.S mega-cap dominance. We cover the impact on defense, cloud, U.S. tech giants, China exposure, currency effects, and how investors should size the opportunity.

This episode is sponsored by Public. Find out more at: https://public.com/Compound

00:00 - Start
01:23 - Intro
02:47 - “European Kill Switch”
09:13 - International Markets
15:51 - European Outlook
24:37 - Tuttle Capital

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