Aerospace Defense Contractors: The New Military Investment Cycle
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 8 April 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
Trump's proposed 'historic' defense spending budget and escalating Middle East tensions are creating a new military investment cycle. The rescue operations and ongoing conflicts highlight increased demand for advanced military technology and aerospace capabilities.
Today's Stocks & Topics: Alerian MLP ETF (AMLP), Market Wrap, Franklin FTSE Australia ETF (FLAU), Intel Corporation (INTC), Aerospace Defense Contractors: The New Military Investment Cycle, Strategy to Use During War, SS&C Technologies Holdings, Inc. (SSNC), 401k to Roth I-R-A Strategy, U.S. Wealth, Iron Mountain Incorporated (IRM), March Jobs Report.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. |
| 0:13.6 | Independent thinking, shared success. |
| 0:18.1 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:34.5 | Good afternoon, fellow investors, and welcome to the Tuesday, April 7th, 2026 edition of Invest Talk. |
| 0:45.7 | Now, as I know, you are well aware, our March madness, rather market madness competition, |
| 0:50.6 | has come to an end. But that doesn't mean that the learning and lessons stop |
| 0:56.0 | here. In fact, we have another great show plan for you today, including plenty of educational |
| 1:01.7 | and actual material, a rundown of today's market performance and several show topics. |
| 1:08.3 | Before we get to all that, let's tackle our first caller question now. |
| 1:12.0 | Yeah, this is Will in San Diego, and I'm looking at ticker symbol AMLP and wonder if this is a good |
| 1:21.6 | investment. Thanks. |
| 1:23.4 | AMLP is the Illyrian MLPETF. |
| 1:30.7 | It is the largest MLP ETF by assets actually. |
| 1:34.4 | And what it does is it tracks infrastructure names. |
| 1:42.4 | It's a basket of energy infrastructure master limited partnerships that essentially earn the majority of cash flow from midstream activities. |
| 1:46.1 | So think pipelines, think storage, and processing. |
| 1:53.0 | It's yield right now. Let's take a look where it's sitting. It's usually around 8%. It's about 759 right now, so lower than it has been. It's got an ad expense ratio of about 85 basis points. Actually, it's about 1.01% |
| 2:04.8 | right now in terms of its expense ratio, but it is an income focused DTF, right? It's not a single |
| 2:10.1 | stock, so the frame is a bit different. The top five holdings, each carry about 12 to 13% of its weight. |
| 2:17.6 | It's pretty crazy, right? The top 10 is actually 13% of its weight. It's pretty crazy, right? |
| 2:18.6 | The top 10 is actually 100% of its weight because, well, it's a very, very small fund. |
... |
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