{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Defence Stocks and the Replacement Trade | Why Lockheed Martin Wins","description":"Wars burn hardware, and rebuilding it takes years. This week Simon Brown works through the defence sector as a replacement thesis \u2014 the US fired roughly half its THAAD interceptor stockpile in twelve days against Iran \u2014 and settles on Lockheed Martin as his pick, with RTX as a second choice. He weighs the faster-growing but pricier European names (Leonardo, Thales, BAE Systems, Rheinmetall), runs through the main defence ETF options, and flags the risks: budgets are politics, and forward orders still have to convert. Also covered: a post-IPO look at Bending Spoons, SK Hynix's planned $28bn Nasdaq listing and the memory trade, and the Q2 review of the Equity Coverage AI project \u2014 26 names, 22 buys and one sell. WorldWideMarkets is part of JustOneLap.com. ","author_name":"WorldWide Markets with Simon Brown","author_url":"http:\/\/www.justonelap.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/41989810\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/439341\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/41989810"}