Stansberry Research

This Overlooked Sector Could Save Your Portfolio From Geopolitical Risk

Matt McCallMatt McCall's Daily Insight

We're only halfway through January and already stocks are on pace for a great year.

It's still very early... But optimism is starting to come back into the market. And investors are looking to add some defensive stocks to their portfolios.

Literally.

On today's new episode of Making Money With Matt McCall, we dive into the aerospace and defense sector. It's a group of stocks that outperformed the market last year as it acted like a true defensive play during the bear market.

And it could help save your portfolio amid the geopolitical tensions around the world right now...

The aerospace and defense sector is often overlooked. It's just not something that people get excited about... Yet it's absolutely crucial to the world we're living in today.

A number of catalysts drove the sector higher in 2022. The most obvious is the Russian invasion of Ukraine.

Since then, countries around the world have been aiding Ukraine and supplying it with weapons. Now, their own stockpiles are depleted... and there has been a rush to replenish.

As a result, a lot of money is flowing into the aerospace and defense companies that supply everything from missiles to next-generation weapons. And we're not talking thousands or even millions of dollars. We're talking billions upon billions. It's an unbelievably massive market.

So in today's podcast, we dive into the leaders in the industry – the companies that are the best positioned to take advantage of all the global tensions that unfortunately are at work in our world.

We talk about some of the big names such as Raytheon Technologies (RTX)... as well as the smaller ones you may not have heard about. So get your pen and pad ready. Some of these should be added to your watch list immediately.

I'm hopeful that 2023 will be a better year in terms of war and unrest. We all want to get back to a place where geopolitical tensions drop to a more manageable level.

But this sector will never go away completely. So let's position ourselves accordingly.

Click here to watch the latest episode of Making Money With Matt McCall now.

Here's to the future,

Matt McCall
Editor, Daily Insight
January 17, 2023

P.S. If you're a fan of Making Money With Matt McCall, you'll be excited to learn that I'm joining several of my Stansberry Research colleagues for an even bigger and better show.

For the first time ever, Daniela Cambone of The Daniela Cambone Show, Dan Ferris of Stansberry Investor Hour, and I are combining forces to bring you a town-hall-style show focused on everything that 2023 has in store for investors.

It's called "Danger, Volatility, Opportunity: How to Win in 2023" and it will air on Friday, January 27.

We have a lot to talk about...

But we want to address your questions and concerns, too! If you have something you'd like us to discuss, simply visit TownHall2023.com and submit your question.

And of course, mark your calendars for January 27 for this special event.