Russia’s war in Ukraine and the Trump administration’s warnings over the reliability of US security guarantees have created a new paradigm for European defence start-ups and capital.
Calls have grown for regional unity and softer intra-EU borders to help scale early-stage ventures making the technologies that underpin modern warfare. But funding and defence being constrained within national borders are causing inevitable bottlenecks.
In the latest Economic Security Watch podcast, fDi’s Danielle Myles speaks with Stanislaw Kastory, co-founder and general partner at defence venture capital firm Expeditions, about how geopolitics is changing the economics of European security.
00:00 - European Defence Ambitions
08:51 - European Self-Reliance
11:52 - Munich Warning from JD Vance
17:50 - Hybrid war threats
fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.
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