InvestTalk 3-14-2024 – Wall St Ends Down Afte...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?

Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk ... Show more

. 43min 11sec

What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star

Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving ... Show more

. 45min 0sec

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