
How Silicon Valley Took Over the Defense Industry with Peter Arment | The Real Eisman Playbook Ep 61
Published 5/25/2026

Published 5/25/2026
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…