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The Real Eisman Playbook — How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
Not scored yet1h 08m·2026-05-25·Money

How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61

The Real Eisman Playbook

On episode 61 of The Real Eisman Playbook, Steve Eisman sits down with Peter Arment, aerospace and defense analyst at Baird, to break down how Silicon Valley's $66 billion bet on defense tech is disrupting the industry and why defense stocks are selling off during an active war. Peter makes the case for breaking up…

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