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
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Aerospace Defense Contractors: The New Military Investment Cycle
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