Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth. New episodes of Trader Talk release Wednesday 5pET.
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Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth. New episodes of Trader Talk release Wednesday 5pET.
Portfolio picks: Why you can't ignore defense stocks
Trader Talk
23 minutes
3 months ago
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, you might be missing one of the market’s most reliable performers.
Watch more episodes of Trader Talk here.
Trader Talk with Kenny Polcari on Yahoo Finance delivers expert analysis and actionable insights, empowering you to navigate market volatility and secure your financial future.
Trader Talk
Kenny Polcari brings you market insights from his 35+ years on Wall Street. Kenny breaks down complex financial trends into clear, practical advice for everyday investors. Trader Talk’s mission is to equip you with the knowledge and strategies to navigate the markets confidently, cut through the clutter, and make informed decisions that grow your wealth. New episodes of Trader Talk release Wednesday 5pET.
