Monitoring the Situation — And Why You Own Defense Manufacturers
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Monitoring the Situation — And Why You Own Defense Manufacturers
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About this listen
With U.S. and Israeli forces launching joint strikes on Iran this morning under Operation Epic Fury and Operation Shield of Judah, we break down what's happening in real time and what it means for your portfolio. We walk through the defense manufacturer thesis — LMT, RTX, NOC, LHX — and why a permanent allocation to this sector acts as geopolitical insurance rather than a tactical trade. We cover the ITA ETF, why owning individual names gives you cleaner exposure than the index, and how today's events validate the case for always having defense in your book. We also touch on oil, Palantir's unique positioning as a defense-adjacent tech name, and the key market levels to watch when equities reopen Monday.
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