Search · resolved
Which podcasts are discussing RTX?
9 ATTRIBUTED IDEAS · 9 EPISODES · 6 SHOWS
The shows
Thoughtful Money
Barron's Streetwise
CNBC Fast Money
Motley Fool Money
The Derivative
WSJ What's News
Where the discussion went deepest
27 JUL2W AGOWSJ WHAT'S NEWS · 01:00
Defense primes benefit from record missile demand
“Major defense contractors are seeing surging order backlogs driven by urgent global demand for high-end missile and interceptor systems.”
What’s News in Earnings: Soaring Backlogs for Defense Companies
In depth · 4/5Verify in source →
9 MAY9 MAYTHOUGHTFUL MONEY · 30:00
Rotation from tech to defensive sectors
“The relative case argued: the market is extremely extended in technology, and a defensive rotation is expected out of tech and into oversold sectors like health care, utilities, and low-volatility dividend payers.”
Current "Massive Deviation" Suggest Stocks Will Pullback By Up To 15% Soon
In depth · 4/5Verify in source →
12 MAR12 MARTHE DERIVATIVE · 30:10
Paradigm shift making defense tech investable for VC
“The guest argued a recent paradigm shift in Pentagon contracting, away from cost-plus incentives, is making the defense technology sector newly attractive for venture capital investment.”
Drone Wars, Space Intelligence, and AI-powered Defense Tech Investing with Ian Winer of Center15 Capital · with Ian Winer
In depth · 4/5Verify in source →
9 AUG3D AGOTHOUGHTFUL MONEY · 20:00
Higher yields crowd out private sector
“The guest argued a reversion to historically normal bond yields is economically sustainable but would accelerate the crowding out of the private sector by public spending.”
Fed To "Punch The Economy In The Gut" This Fall? · with Thoughtful Money's
Substantive discussion · 3/5Verify in source →
25 JUL3W AGOTHOUGHTFUL MONEY · 1:16:21
Semiconductor exposure underweights drag relative portfolio performance
“Underweighting semiconductors relative to benchmark index weightings creates performance lag during hardware rally days but offers stability during sector sell-offs.”
Cracks Starting To Show In The Market?
Substantive discussion · 3/5Verify in source →
23 JUL3W AGOCNBC FAST MONEY · 09:50
Defense majors surge on budget strength
“The panel made a bullish case for defense primes following strong earnings beats and guidance hikes driven by elevated global threat levels and defense spending.”
Intel Earnings Beat…And Yields Spike Ahead of Fed Meeting 7/23/26
Substantive discussion · 3/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.