17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0e~mn1op2jzz5.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/09-r7sdqv1jf4.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_ADavNnop8X1LgnurSAwpmKs3ySqi"],"IconMark"] 18:T4b3,

Brett Hillard turns to two very different industries while offering strong insights for each. On defense, he favors "early stage" tech companies with signs of profitability. As Brett explains, just mind the length of government contracts. He later touches on the supply restraints in real estate and why they won't shift anytime soon.

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Defense's Move from Contrarian to Consensus, Real Estate's Rough Path Ahead

Schwab Network

Defense's Move from Contrarian to Consensus, Real Estate's Rough Path Ahead