War is big business. And with the world on edge, defense spending is soaring. So which stocks should you be watching? In this video, we talk to a top investor and military expert Jeff Hull about 12 companies on the frontlines of global conflict—from major defense contractors to cutting-edge tech firms. As always, a friendly reminder, this is not financial advice.
Chapters:
0:00 Intro
0:28 Why are defense stocks soaring?
1:11 Defense theme 1 -- NATO spending surge
2:05 Defense theme 2 - Ukraine
3:32 Defense theme 3 - Critical Minerals
4:37 Future theme 1 - Cyber
5:11 Future theme 2 - Space
5:20 Future theme 3 - AI
5:31 Future theme 4 - Quantum
5:56 Future theme 5 - Drones
6:24 Future theme 6 - Alliances
7:09 Defense stock group 1 - pure play stocks
7:17 Defense stock group 2 - blend stocks
7:26 Defense stock group 3 - stealth hybrid stocks
7:55 Stock 1 - pure play stock
9:29 Stock 2 - pure play stock
10:29 Stock 3 - pure play stock
11:04 Stock 4 - pure play stock
12:11 Stock 5 - pure play stock
14:37 Stock 6 - pure play stock
15:32 Stock 7 - blend stock
16:49 Stock 8 - blend stock
17:40 Stock 9 - stealth hybrid stock
19:34 Stock 10 - stealth hybrid stock
22:59 Stock 11 - stealth hybrid stock
24:55 Stock 12 - stealth hybrid stock
Our thanks to Jeff Hull, Senior Financial Advisor at Manulife Wealth and Director, NATO Association of Canada, for sharing his perspectives!
Are there defense stocks you're watching? Let me know in the comments.
And make sure to subscribe so you don’t miss our next investing video!
I also write an investing newsletter - sign up here! https://jonerlichman.substack.com/
Exec Producer: Caroline Lesley - https://www.instagram.com/caroline.lesley/
You can also find more of my content here:
● TikTok - https://www.tiktok.com/@jonerlichman?lang=en
● Instagram - https://www.instagram.com/jonerlichman/?hl=en
● X - https://x.com/JonErlichman
