Join us Thursday, June 15 at 2 PM EDT for the first of a series of "Blackbook"-type calls that will examine the overall US Defense Budget environment and specific defense industry subsectors.
Three themes dominate the current and future Pentagon budget environment which constitutes fully 53% of all discretionary Federal spending:
- The inexorable demand for recapitalization of the nation's big ticket procurement programs and restoration of readiness for near-peer competition after 16 years of counterinsurgency/counterterrorism warfare.
- The competition for resources within a discretionary topline constrained by law and fiscal reality.
- The prevailing belief that, nevertheless, more resources are coming for defense spending needs.
In this series, LtGen Emerson "Emo" Gardner USMC Ret., Hedgeye Senior Defense Advisor and former Secretary of Defense Bob Gates' "go to guy" on Pentagon spending will analyze these three themes and their specific implications for major defense companies (LMT, BA, GD, HII, NOC, RTN, etc).
CLICK HERE for event details (includes video link, materials link and dial-in)
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Confirmation Number: 13663723