European Defence Stocks: Spending Booms & IPOs | Ep.162

Europe’s defence sector has entered a multi-year rearmament cycle — and investors are paying close attention. In this episode of Investing, Markets & Money, we take a deep dive into the European defence industry, exploring how rising military budgets, geopolitical risk, and industrial collaboration are reshaping the sector. Our guest, Aneeka Gupta, Director of Macro Research at WisdomTree , explains: - Why European defence spending is accelerating - How long-term contracts and order backlogs are driving earnings growth - The role of IPOs and smaller specialist defence companies - Why air & missile defence, cyber security, and ammunition are key growth areas - How European defence stocks compare to US peers on growth and valuation - Whether defence investing can now fit within ESG frameworks We also discuss supply-chain constraints, collaboration across Europe, and why this rearmament cycle could last far longer than many investors expect. 📌 This podcast is for information and entertainment purposes only and does not constitute financial advice. 👉 Subscribe for more expert interviews on markets, ETFs, commodities, and global investment themes. #Investing #StockMarket #DefenseStocks #GlobalMarkets #CapitalMarkets #EuropeanDefence #DefenceIndustry #AerospaceAndDefence #EuropeanStocks #EUInvesting #Geopolitics #CyberSecurity #MilitarySpending #DefenseETFs #LongTermInvesting Follow us: BlueSky - https://bsky.app/profile/thearmchairtrader.com Linkedin - https://www.linkedin.com/company/10429893 Instagram - https://www.instagram.com/armchairtrader Facebook - https://www.facebook.com/TheArmchairTrader