Defense industry to evolve into growth industry, says Stifel's Jonathan Siegmann
CNBC Television·2025-06-26 21:10
But our next guest has some more under the radar top picks in the sector for your portfolio. So joining me now is Jonathan Sigman. He's steeple managing director. He's covering aerospace and defense.Jonathan, welcome to the show. It's great to have you on. Thanks so much for having me.So I'm going to start right here with your note. You said you recommend to investors lean into the defense industry changes and throw out the legacy defense investing playbook. What does that mean.Yeah. So the title of the not ...