Andrew, Matt, and Claude discuss the market rotation into small caps, DroneShield, Advanced Braking Technology, and Adacel Technologies and the challenges of investing in companies dealing with the Government.

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0:57 - Rotation to small caps

7:50 - DroneShield (ASX: DRO)

21:01 - Advanced Braking Technology (ASX: ABV)

27:28 - Macro - China

29:28 - Adacel Technologies (ASX: ADA)

33:01 - Investing in companies dealing with the Government