Podcast•Feb 9, 2026•27 min
Can the Aerospace and Defense Rally Continue in 2026?
The episode examines whether the recent aerospace and defense rally can sustain its momentum into 2026, starting with a look at how NATO alliances fund European defense spending. It then shifts to Middle East geopolitical dynamics and their impact on investor expectations, before offering guidance on promising investment targets within the current defense landscape. The hosts highlight the Gabelli Commercial Aerospace and Defense ETF (GCAD) as a focal point, comparing it with peers like ITA, XAR, EUAD, and SHLD, and conclude with actionable takeaways for investors.
