defense industrial base

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 11, 2026 by Ethan Thornton · across every show →

Everything said about defense industrial base, oldest first

Feb 11, 2026 negative
Insight
Thornton: Cost-plus contracts incentivized the defense industrial base to rot out
“The way I think about it, the defense industrial base has rotted out so bad. I mean, you think about the incentive structures for the last three decades. If you're Lockheed, and I'm your supplier, and you're out in cost plus, you're incentivized to have me cha…”
Ethan Thornton Feb 11, 2026 ▶ 16:30 FULL INTERVIEW: Ethan Thornton: War With China Will Be Over in DAYS
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