The video discusses the macroeconomic backdrop and identifies Boeing (BA) and Lockheed Martin (LMT) as defensive stocks with low correlation to the US economy. A comparison of the two stocks' revenue growth from 2015 to 2025 is presented. Lockheed Martin has grown its revenue from $41 billion in 2015 to a projected $71.8 billion in 2025, representing a compounded annual growth rate of 6.2%. Boeing's revenues have declined from $96.1 billion to $75.3 billion. Boeing has faced challenges, including the coronavirus pandemic, which stalled production and demand. Boeing also faces scrutiny from regulators due to issues with its planes, leading to production slowdowns. Both companies have a backlog of orders, with Boeing's backlog potentially lasting upwards of 13 years. It's a matter of production for these companies, as they have billions of dollars in orders waiting to be delivered. For BA target is at 250 and a fail at 150. For LMT target is at 500 and fail at 400.