Aerospace Defense Contractors: The New Military Investment Cycle episode artwork

EPISODE · Apr 8, 2026 · 45 MIN

Aerospace Defense Contractors: The New Military Investment Cycle

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue operations and ongoing conflicts highlight increased demand for advanced military technology and aerospace capabilities.Today's Stocks & Topics: Alerian MLP ETF (AMLP), Market Wrap, Franklin FTSE Australia ETF (FLAU), Intel Corporation (INTC), Aerospace Defense Contractors: The New Military Investment Cycle, Strategy to Use During War, SS&C Technologies Holdings, Inc. (SSNC), 401k to Roth I-R-A Strategy, U.S. Wealth, Iron Mountain Incorporated (IRM), March Jobs Report.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Episode metadata supplied by the publisher feed · Published Apr 8, 2026

Embed this episode

NOW PLAYING

Aerospace Defense Contractors: The New Military Investment Cycle

0:00 45:43

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of InvestTalk?

This episode is 45 minutes long.

When was this InvestTalk episode published?

This episode was published on April 8, 2026.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this InvestTalk episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!