A continuation of defense spending, paired with the U.S.-Iran conflict, is something Meghan Welch of BGL sees accelerating momentum for defense-tied companies. She explains how the evolving military and aerospace landscape will set a bullish case for companies like Lockheed Martin (LMT), Northrop Grumman (NOC), and RTX Corp. (RTX) for years to come. That said, Meghan sees bottlenecks forming from a lack of labor. See an extended interview with Meghan and Marley on greater M&A activity across the defense space on Market Matters: https://schwabnetwork.com/video/rB4BM6C0ER2BoLYDoP0B5g