Stacey Pettyjohn, a defense policy expert, and Shannon Sokosha, a chief investment officer in the defense sector, dive into the implications of Trump's executive order on defense contractors. They explore how this policy threatens dividends and buybacks, reflecting tensions between military needs and shareholder interests. Pettyjohn discusses the challenges within the weapons supply chain, while Sokosha offers insight into how these changes could disrupt investor confidence and innovation within the industry. Together, they navigate the complex balance of national security and economic priorities.
