On episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Valley's $66 billion bet on defense tech is disrupting the industry and why defense stocks are selling off during an active war. Peter makes the case for breaking up Lockheed Martin, explains why cheap drones are beginning to challenge the F-35, and walks through the nuclear renaissance powering overlooked names like Curtis Wright and BWX Technologies.

0:00:00 - Intro

0:01:19 - What's Happening in Defense?

0:08:44 - Real Eisman Playbook Premium Preview

0:09:49 - The Impact of the War in Iran

0:12:35 - Is the US Low on Munitions?

0:16:08 - The Pentagon's Perspective

0:18:00 - The Primes

0:22:55 - Lockheed Martin, Drones, & F-35s

0:31:50 - Which Prime Has the Best Portfolio

0:33:00 - Non-Prime Companies

0:41:16 - Why Russia Still Can't Beat Ukraine

0:44:40 - Boeing

0:52:20 - Curtis Wright & BWX Technologies

1:01:44 - Outro

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