April 2, 2025 • 19 mins
On the podcast in this episode, host Stuart Fieldhouse chats with Aneeka Gupta, Director of Macroeconomic Research at WisdomTree about the health of the European Defence sector and how governmental spending is impacting on defence stocks.
For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/
For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register
00:00 What exactly is the Defence sector?
02:04 Do European defence companies especially benefit from Trump's 'America First'
05:24 Are current valuations justified?
08:35 Are there overlooked companies in the European defence sector?
10:24 Are US defence stocks the likely losers?
12:58 ESG and Defence
15:08 Cybersecurity companies now sit within the Defence sector
16:31 The Asia-Pacific defence sector
Mark as Played
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Breakfast Club
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!