Noah Holds Barred Webcast: Episode 4 (Special Edition)

Noah Holds Barred Webcast: Episode 4 (Special Edition): Defense Wins Championships: Aerospace & Defense In A Multipolar World

Hosted By: Noah Weisberger, Chief US Equity Strategist, Matt Gertken, Head of GeoMacro

Moderated By: Jason Glazer, Senior Vice President, Sales

Thursday, August 27
10:30 AM-11:00 AM EDT | 3:30 PM-4:00 PM BST | 4:30 PM-5:00 PM CEST

Key topics discussed:

• The increasing frequency of global conflicts that fail to resolve into durable ceasefires
• Near-term risk to the S&P 500 from an intensification of the Ukraine war
• Risk of a post-midterm re-escalation of the US-Iran conflict
• Trump-Xi thaw and US-China security competition as drivers of global military spending
• The impact of the spending outlook on aerospace and defense stocks
• Do stock prices reflect the impact of a multipolar world?
• Potential ways to hedge ongoing geopolitical tensions