4 Stocks That Are Actually WAR-PROOF

14 Mar 2026 · 6 min · 4 chapters

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Earn Your Leisure Podcast Notes

Episode Title

4 Stocks That Are Actually WAR-PROOF

Episode Overview In this episode, hosts Rashad Bilal and Troy Millings discuss financial strategies for navigating market volatility, particularly during times of global conflict. They present four stocks they believe are resilient ("war-proof") in uncertain economic conditions and explore the nature of wealth creation during wartime.

Key Concepts

Market Volatility and War

  • Rising Uncertainty: The hosts acknowledge increasing market volatility due to global conflicts and economic instability.
  • Defensive Investing: They emphasize the importance of creating a defensive portfolio that can withstand turbulent times.

War-Proof Stocks

  • Recommended Stocks:
  • Costco
  • Walmart
  • Amgen
  • Eli Lilly

These stocks are identified as stable investments that are expected to perform irrespective of international conflicts or economic downturns.

Investment Strategies

Portfolio Construction

  • Tech Exposure: Emphasized as a critical component of a robust portfolio.
  • Index Funds and ETFs: Suggested as safe investment vehicles that provide broad market exposure.
  • Sectors to Consider:
  • Technology
  • Utilities
  • Industrials

These sectors are seen as consistently necessary, regardless of external circumstances.

Gold and Bitcoin

  • The hosts recommend investing in gold and Bitcoin as protective measures against currency devaluation, especially given the increased spending during war times.

Ethical Considerations of War Profiteering

  • Morality in Investment: The discussion highlights the ethical dilemma surrounding profiting from war; while some may benefit from exploitation of conflict, others argue that being strategic about investments in these times is sensible.
  • Overall Sentiment: Despite the grim nature of war, the hosts argue that if one is observant and knowledgeable, it is not morally corrupt to capitalize on economic opportunities presented by conflict.

Key Takeaways

  • Construct Your Portfolio Wisely: Ensure your portfolio is resilient to external shocks by including stable companies and sectors.
  • Stay Informed: Knowledge of market conditions and global events can inform better investment decisions.
  • Think Long-term: Consider the future of currencies and assets, such as Bitcoin and gold, as alternatives in times of instability.

Conclusion The episode serves as a guide for navigating financial uncertainty amidst global conflicts, emphasizing strategic investment in resilient stocks and sectors while considering the ethical implications of profiting from war. The hosts encourage listeners to evaluate their financial strategies and ensure their portfolios are positioned to withstand market fluctuations.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Investing During War: Strategies Discussed

3:04 to 3:56

Exploring investment strategies during geopolitical conflicts.

“I don't think the war, it's a great question.”

The Safety of Your Portfolio

3:56 to 4:50

How to ensure your portfolio withstands global turmoil.

“So you can add Exxon, you can add tech for sure.”

Discussing Moral Implications of Profit

4:50 to 5:48

Debating the ethics of profiting from war and conflict.

“I hate the idea of getting rich during a war.”

Future Predictions for Gold and Bitcoin

5:48 to 7:53

Analyzing the future value of gold and Bitcoin amid economic challenges.

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Transcript

Automatic transcript. May contain errors.

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3:03What are three ways to get rich during this war with Iran? I don't think the war, it's a great question. I don't think the war is going to last enough for anybody that's not inside of the administration to get rich from it. So what should you have exposure to? Tech. If you want to go gas, ExxonMobil, which has been a great pick for a long period of time. And then thirdly, index funds. That's it. Now, if you're outside of the market, real estate. But the thing about two tech, two index, I designed it to outstand any assassination attempts or completions, any war, any famine, any pandemics, any 10 year droughts, any Ponzi scheme reveal, any reveal of asset erasure through circular investment.

3:55Every scenario, the dinosaurs coming back, everything. Hold those. So you can add Exxon, you can add tech for sure. But unless you're in that administration, you're not going to get rich off Iran. You're not. Invest in gold. Invest in Bitcoin. You'll be good. Here's my big lesson for you. Regardless of what happens regime-wise anywhere internationally, is your portfolio safe? The four stocks that I think are AR-proof and war-proof, Costco, Walmart, Amgen, Eli Lilly. I don't care what happens in a foreign country. those four will be okay the question is given your current configuration of what you have in your portfolio will yours be fine like my phone was blowing up and I'm sure yours was it like what do you think about the war it's going to affect my uh my portfolio I'm like how would that war affect your portfolio if you constructed it properly

4:56shouldn't yeah i'm gonna i was gonna say the three ways i i you took it uh i was gonna say indexes and etfs and if you want to break it down to etfs then you can just take three etfs and say there goes the basket of companies that i'm investing in which sectors technology for sure i think utilities and industrials for sure i think those those would be safe bets um in this type of environment or any type of environment, right? We know that those things are always going to, we're always going to need energy and we're always going to need infrastructure and technology is going to be the reason, obviously with data centers now, but it's going to be the reason that that infrastructure and those utilities are going to be needed.

5:35So yeah, that, that would be mine. That would be mine. I hate the idea of getting rich during a war. Big facts. But those, those sectors would, would, should be fine. But every, but the whole point of a war is to get rich. That's also - But you have to be on the, that's a great - point but this isn't 1990 where Halliburton doesn't want like they're not going to allow you to know how to get in on those contracts even like volunteers shouldn't be beaten up the way that it is as a result the point of a war is to get rich I'm saying if you start a war you you're starting a war to enrich to enrich yourself with yourselves cook on tell us more that's literally that's literally the point of war reason yep yeah so so the whole point of war is to actually get rich well and when the entire point is for the one percent of the one percent they're not going to pass the riches on to the american people yeah that's that's what i'm for yes for the people in leadership that make those decisions i'm just saying the who and specifically like for who to get rich well because some people will and are going to we saw that today and we've seen that over the course of the first year of this administration have made a lot of money from propaganda and creating scenarios and creating environments where it's conducive for them to make money but i don't think that's the overall theme for what is it there's a all americans there's a saying oatmeal is better than no meal so yeah you're not gonna you're not no merck no children you're not gonna be you're not gonna be able to benefit the same way that the people in the government's gonna be able to benefit obviously and i don't necessarily look at it as like benefiting from war but i do look at it as if you're an intelligent person and you see something you can't i don't think that it's morally corrupt to take advantage of something that you just see with your own two eyes you know that this war is costing 800 million dollars a day.

7:37That's almost a billion dollars a day. That's not even sustainable. So the US dollar is definitely going to get devalued even more because of the tremendous amount of debt that we continue to put ourselves in and we still haven't handled the burden that we already have financially. Gold is going to continue to go up. Bitcoin at a certain point has to as well. it has no other option because it's a it's it's an alternative to the to the dollar and the dollar's future is not sustainable as far as the value it's it already the dollar is designed to get devalued that's that's how it's always got devalued it's accelerating even more so i mean those are two things like I think if you're just looking at it from an objective standpoint you can say I think that in the next 10 years gold will be higher bitcoin will be higher this situation will just accelerate that even if it's not right now the effects will be felt in the near future and and in the future I mean you know you look at some defense stocks you look at some other like I don't think it's necessarily a bad thing to make a financial gain from an unfortunate situation.

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From the publisher

Market volatility is rising, but these 4 "all-weather" stocks are designed to survive global conflict and economic crashes. We break down the ultimate defensive portfolio for uncertain times.

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