The Gabelli Commercial Aerospace and Defense ETF Portfolio Manager Tony Bancroft and Baird Senior Analyst Peter Arment join Market Domination to discuss how to play the aerospace and defense sectors now.
Arment notes the US is trying to"recapitalize our entire military... that takes well over a decade to do." He says that part of that focus is new technology, meaning there are"a lot of opportunities for new companies to be brought into the industry," including Silicon Valley companies and those that are funded through private equity and venture capitalists.
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