The following video is part of our "Motley Fool Conversations" series, in which, Andrew Tonner, technology editor and analyst, and Brendan Byrnes, industrials editor and analyst, discuss topics across the investing world.

In today's edition, they discuss how Boeing just can't stop getting orders. The company just received a record order from Southwest for 208 planes, worth $19 billion at list prices. The company is sitting on a huge backlog and will have to do its best to turn it into revenue. How exposed is the company to defense cuts, and will this affect them?

Andrew Tonner and Brendan Byrnes do not own shares of the companies listed above. The Motley Fool owns shares of Lockheed Martin and General Dynamics. Motley Fool newsletter services have recommended buying shares of Southwest Airlines. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.