Sectors
Defense and aerospace
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 35
- Share
- 3.3%
- Shows
- 34
- Net sentiment
- +0.39
Bullish 15Mixed 9Neutral 7Bearish 4
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 15
- Space Force has grown to nearly 10,000 people and a roughly $60 billion budget, signaling expanding defense spending.Inside the Rise of a $60B Space Force Organization with Alan Brechbill · From The Top with Chad Hesters · Sep 23
- Defense spending is rising toward about 5% of GDP, and smaller firms are being pushed into weapons supply.Navigating the New Global Order: Rebeccah Heinrichs, Senior Fellow at Hudson Institute · The Reboot Chronicles with Dean DeBiase · Sep 23
- Government now buys space missions commercially, with fast responses and new national security contracts for Rocket Lab.Why Space Infrastructure Costs 10x Less Now | Peter Beck · MTS · Sep 22
- Covers US CCA aircraft deliveries, a $1.2 billion Lockheed missile award and European artillery purchases, signaling defense spending growth.President Trump to Address UN General Assembly on Tuesday + UK RAF to Provide Air Refueling Support to Saudi Arabia + US Army Contracts Precision Strike Missile Inc 2 · I - On Defense Podcast · Sep 22
- Record defense budgets and modernization needs are driving strong demand and consolidation across the sector.Meghan Welch on Defense, Aerospace M&A Impacts to Future Battlefields · Schwab Network · Sep 21
- Guest sees growing defense budgets and innovative small contractors as strong investment opportunities.Joel Litman: We Are NOT in an AI Bubble · Stansberry Investor Hour · Sep 22
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- Boomless cruise and the legalization push could open a new supersonic passenger market, though timing remains uncertain.Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine · All-In with Chamath, Jason, Sacks & Friedberg · Sep 22
- Government now seeks low-cost drones and faster procurement, creating opportunity for hard-tech startups.What Could America Build by 2035? (with David Ulevitch) · Explain to Shane · Sep 24
- Rising security spending drives demand for precision parts for drones, missiles, ships and aircraft.Reindustrializing the West - with Alexander Fitzgerald (Isembard) · The Defense Brief · Sep 23
- Venture investing in pure-play defense has become viable and rewarding, though funding obstacles existed at launch.Ep 18 – You Don't Have a Weapon, You Have a Toy: Eveline Buchatskiy on Ukraine's Defense Tech · Ukraine Military History · Sep 21
- Aerospace backlogs are large and supply constrained, with defense seen as a high-value manufacturing fit.Rebuilding Aerospace: The Future of Digital Manufacturing with Vishal R. Sanghavi · GSD Venture Studios Podcasts by Gary Fowler · Sep 21
- Joby's flight computer and electric aircraft tech, plus military demonstrations, point to a growing aerospace opportunity.Michael Thompson, Board Member at Oklo & Joby on Betting on The Future · We The Builders · Sep 26
- Taiwan's Cheetah vehicle mass production and Anduril-backed defense export push point to growing demand.Taiwan tech news 2026/09/19-09/25 (+Taiwan-India tech cooperation) · Taiwan Tech Update · Sep 26
- Defense demand for low-cost munitions and interceptors creates opportunities for Hadrian's manufacturing model.How to Dominate Manufacturing in the US | Chris Power, Hadrian · Relentless · Sep 21
- Palantir-linked defense AI surged on an expanded Pentagon task order.Fed's Decisive Move!! · The ELEVEN: US Markets · Sep 21
Bearish 4
- Failed Pentagon munitions project shows waste and lack of contractor accountability, a risk to defense program investors.Fiasco in the Factory: Taxpayers Funded a $533 Million Artillery Plant That Made Nothing · ProPublica Narrated · Sep 25
- Hosts portray Anduril's border and military contracts as a sign of unchecked surveillance and defense profiteering.Andurils Big Brother Border Wall!!! · INN News · Sep 22
- Hosts expect defense budgets to flatten or fall after midterms, pressuring program funding and force size.WarTalk: Potemkin Pacific, Midterm Budget Woes · ChinaTalk · Sep 25
- Speaker claims aid money flows to weapons makers and drone producers, fueling the war.Zelensky’s Press Secretary Returns From Exile With a Message for the Tyrant · The Tucker Carlson Show · Sep 25
Mixed 9
- Korean warship and submarine exports and US naval procurement offer opportunity but face competition, politics and scaling doubts.From Yard to Fleet: How South Korea Can Strengthen US Shipbuilding · K-Defence · Sep 24
- Counter-drone standardisation and new Navy doctrine centre raise both capability gains and vendor lock-in concerns.Navy Builds Robot Warfare Command, Lattice Goes Live | Sep 25, 2026 · The AI War Brief · Sep 25
- Airbus ramp-up and Boeing certification problems weigh against strong order books and new facilities.Airbus wing-production shift, Boeing 777-9 ETOPS hiccup and Vertical preps for production · FlightGlobal Focus · Sep 27
- Debate over CCA numbers, F-15 and F-16 buys, MQ-9 replacement cost and hypersonic partnerships shows uncertain fleet direction.Defense & Aerospace Daily Podcast [Sep 21, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Sep 21
- Defense stocks lagged while budget visibility and midterm uncertainty weighed on sentiment.Defense & Aerospace Report Podcast [Sep 27, ’26 Business Report] · Defense & Aerospace Report · Sep 27
- Debate over military contingency planning and reliance on US defense firms implies both opportunity and risk.Elbows up! Carney stops U.S. invasion! (Relax, we're kidding) · The Line · Sep 25
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- Air defense interceptor shortages and European rearmament raise defense demand but strain supply.Shashank Joshi on Why Russia Won't Invade NATO—Yet · The Good Fight · Sep 23
- Rheinmetall and defence spending benefit, but speakers view tanks as non-productive insurance spending.Europe's Crisis of Competence Revisited & Germany's Political Crisis with The Brawl Street Journal · In the Company of Mavericks · Sep 22
- F-35 versus Gripen debate highlights defense supply dependence on US-controlled parts and software.The Canada-US Trade War: A Bridge Too Far? w/ Jesse Huebsch · Decouple · Sep 25
Neutral 7
- Charity work supporting veterans, Gold Star families, and military communities, with no investment angle.559: Turning Unimaginable Loss Into Purpose. The Legacy of Marc Lee. With Debbie Mama Lee · Jocko Podcast · Sep 23
- Discussed factually as the defense customer requirements driving persistence, flexibility and certification needs.Anduril's vision for powering maritime defense · Catalyst with Shayle Kann · Sep 24
- Covers military aircraft and service rifles without investment implications.#342 Garand Thumb - SERE Specialist on Surviving the Most Dangerous Places on Earth · The Shawn Ryan Show · Sep 24
- Historical discussion of Napoleonic, Revolutionary and World War II military campaigns and mobilization.Historian Robert Tombs on the 1,000-Year Rivalry Between Britain And France · TRIGGERnometry · Sep 23
- Carrier and navy relevance discussed factually against missile threats and asymmetric warfare.Robert Kaplan: Can America and China Avoid a Catastrophic Conflict? · A Charlie Rose Global Conversation · Sep 27
- Notes government and defense are main space customers with exquisite, costly requirements.BSV Podcast 0175: Source Energy · Eye of the Dragon · Sep 24
Around it
Companies named
- Lockheed Martin 5
- Anduril 5
- Boeing 4
- General Atomics2
- RTX2
- Palantir 2
Shows that covered it most
- Defense & Aerospace Report2
- GSD Venture Studios Podcasts by Gary Fowler1
- Relentless1
- Schwab Network1
- The ELEVEN: US Markets1
- Ukraine Military History1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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