With the stock market at all time highs, the global geopolitical challenges highlighted in this interview is what concerns me the most. These are the types of issues that can cause a significant pullback in the U.S. stock market. I'm especially concerned about North Korea.

Thanks, Russ. Great interview. The North Korea issue is a big deal no doubt. Thankfully, our first portfolio pick will help shield us from North Korea's stupidity.

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