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

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

Schwab Network · Schwab Network

January 14, 20266m 49s

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Show Notes

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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