Kirsten Bartok Touw, a defense investor and thought leader, joins Double Take to dig into the trenches of US defense spending. She illuminates the need for faster innovation, more autonomous systems and incorporation of commercial technologies.

The podcast is intended for investment professionals ONLY and should not be construed as investment advice or a recommendation. Any stock examples discussed are given in the context of the theme being explored and the views expressed are those of the presenters at the time of recording.

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Presented by

Raphael J. Lewis

Raphael J. Lewis

Head of specialist research

Jack Encarnacao

Jack Encarnacao

Research analyst, investigative, Specialist Research team

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