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Noah Holds Barred Webcast: Episode 4 (Special Edition)

27 Aug 2026, 10:30 EDT

Noah Weisberger

Noah Weisberger

Head of Equities

Matt Gertken

Matt Gertken

Head of GeoMacro

Please join Noah Weisberger, Head of Equities & Matt Gertken, Head of GeoMacro for a Webcast: Defense Wins Championships: Aerospace & Defense In A Multipolar World.

Moderated By: Jason Glazer, Senior Vice President, Sales

Thursday, August 27
10:30-11:00 AM EDT | 3:30-4:00 PM BST | 4:30-5:00 PM CEST

Key Topics For Discussion:

  • The increasing frequency of global conflicts that fail to resolve into durable ceasefires
  • Near-term risk to the S&P 500 from an intensification of the Ukraine war
  • Risk of a post-midterm re-escalation of the US-Iran conflict
  • Trump-Xi thaw and US-China security competition as drivers of global military spending
  • The impact of the spending outlook on aerospace and defense stocks
  • Do stock prices reflect the impact of a multipolar world?
  • Potential ways to hedge ongoing geopolitical tensions

Register to attend this webcast