Noah Holds Barred Webcast: Episode 4 (Special Edition)
27 Aug 2026, 10:30 EDT
Please join Noah Weisberger, Head of Equities & Matt Gertken, Head of GeoMacro for a Webcast: Defense Wins Championships: Aerospace & Defense In A Multipolar World.
Moderated By: Jason Glazer, Senior Vice President, Sales
Thursday, August 27
10:30-11:00 AM EDT | 3:30-4:00 PM BST | 4:30-5:00 PM CEST
Key Topics For Discussion:
- 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