Portfolio picks: Why you can't ignore defense stocks

Amid global geopolitical tensions, defense stocks are quietly booming. In this episode of Trader Talk, Kenny Polcari sits down with Dan Kunze, co-founder of Galei Asset Management and Marine veteran, to explain why defense and aerospace companies are seeing long-term growth. From giants like Lockheed Martin and Northrop Grumman to data firms like Palantir, Kunze unpacks how global instability and innovation in AI and space tech are fueling the sector. If you're ignoring defense in your portfolio strategy, y ...