Is There Anything That's Underbrained?

I think we see a big rip in the defense and aerospace stocks because people think it'll be a huge increase in spend, of course. I do want to hold to that maybe things end up being better than many people had expected at the beginning of this year. This is not a year to not take risk, but I think you need to be more tactical. You need to play on the dispersion, both within an industry, across industries and across different regions.

Play episode from 50:07

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app