Defense Tech Stocks in 2026: Is This the New Growth Sector Investors Have Been Waiting For?

**Justin Klein** (0:00)
One thing I love about summer is how easy everything feels. The days are a little more relaxed, and I find myself reaching for the same comfortable pieces again and again. That's why I keep coming back to Quince. They focus on well-made essentials that naturally become those everyday staples you actually live in all season long. Quince's 100% European linen pants and shirts are breathable, easy to throw on and start at just $34.
Their tees are soft enough to live in all day. Everything is priced 50 to 80% less than similar brands because they work directly with ethical factories and cut out the middlemen.
I absolutely love their lightweight cotton sweaters for cool nights. They truly changed how I get dressed. Make your summer wardrobe easier. Go to quince.com/invest for free shipping on your order and 365 day returns. Now available in Canada too. That's q u i n c e.com/invest for free shipping and 365 day returns. quince.com/invest.

**SPEAKER_2** (1:08)
This is Invest Talk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Justin Klein.

**Justin Klein** (1:25)
Good afternoon, fellow investors, and welcome back to Invest Talk. This is our Wednesday, July 8th, 2026 edition of Invest Talk. Hope everyone had a wonderful 4th of July holiday weekend. Luke did the show the last couple of days, so this is the first time I'm speaking to you. So it's a new half of the year. A lot of fireworks, shall we say, pun intended, I guess.
So we're gonna look at what is going on in markets, how that relates potentially to your portfolio, and what lessons you can glean from the first half of the year, as well as the current market trends. Markets are adjusting, they're shifting as we head into the back half. So what does that mean for your portfolio, and how can you become a better investor?
That's what this hour is about. I'm Justin Klein, and that is our mission each and every weekday, is to help you become a better investor by giving you actionable data and perspective, as well as answering your finance and investment questions. Another way that we help is through our Wealth Webinars. In case you missed our latest Wealth Webinar, Beyond the Yield, How to Invest for Your Income Needs, is now posted over on our YouTube channel, so it's free to watch, so make sure you head over there. Now, in just a bit, we'll talk about today's Mark Performance and run down the show topics, but as usual, we'll tackle this first caller question now.

**SPEAKER_3** (2:55)
My name is Robert and I'm a frequent listener. I have one question. I wanted to start day trading.
I wanted to know if you guys can help me on where to start with. Thank you so much, and I look forward to hearing your response on your podcast.

**Justin Klein** (3:11)
First off, day trading is very difficult. I know that nine out of ten traders, they flame out, they don't have the discipline. They don't have a strategy that they follow and understand, know why it works, and thus stick to it. Most of them kind of fly by the seat of their pants. Things go well when the market is going well and the market shifts and they no longer are successful. That's very, very common. You also have to throw out anything that does to do with valuation, dividend, cash flow, all of that. It really doesn't matter day to day. Over extended period of time, yes, but day to day just flows, market sentiment shifts in expectations for different sectors, the broader economy, interest rates, etc.
Currency, all of that matters in the very short term and what will impact the market movements or movements within individual companies, sectors, and obviously the broader market. So you have to reframe your mindset completely. Focus all on the charts, find patterns that work, thus find a strategy that works consistently and stick to it. You're going to lose. You have to be willing to take some losses. That's difficult for new people. They want to hold until they get back to even. That's a very common psychological barrier that most investors, whether they're day trading or swing trading or just long-term buy and holders, that they struggle to deal with. So really it's a battle of your own psyche that will make you successful. And frankly, that's second, the strategy is secondary to that, is making sure you're risk managing properly, that you are not getting caught up in your feelings and emotional, that you have a strategy you developed for a good reason and you're sticking to it. If you can do that, then you might be able to be successful. So we had a great show yesterday. We looked into a story concerning this question. What happens when the bubble pops? Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability, and that is raising critical questions for investors.