We discuss the outlook for Boeing and A&D industry (1:00) - The Journey From Fighter Town USA To Portfolio Manager (4:00) - Understanding What Exactly Happened To The Boeing Plane On January 5th (9:15) - What Kind of Financial Impact Will This Incident Have On Boeing? (16:15) - Why Haven’t We Seen Such Issues With Airbus Aircrafts? (21:00) - Defense Industry Outlook Amid Rising Geopolitical Tensions (24:55) - What Kind of Demand Can Investors Expect In The Commercial Aerospace Industry? (27:05) - Gabelli Commercial Aerospace and Defense ETF: GCAD (31:30) - Episode Roundup: ITA, PPA, XAR [email protected]