091: De-Globalization: Defence and Aerospace - Armouring Up for a Divided World

About this episode

This episode discusses the implications of de-globalization on the defense and aerospace sectors, exploring market dynamics and future opportunities.

In this episode we are going to have honest chat about why defense is one of the purest de-globalization plays, what’s driving the boom, how the big primes and smaller players performed in 2025, the challenges we shouldn’t ignore, and where the opportunities might be heading into 2026 and beyond.

Topics covered

• de-globalization
• defense industry
• aerospace
• market opportunities
• economic challenges

Keywords

• de-globalization
• defense
• aerospace
• market boom
• economic challenges

Mentioned in this episode

Organizations: defense, Aerospace

More episodes of Learn Finance 101

• 095: The Twin Bubbles of 1720 - South Sea & Mississippi · June 8, 2026 · 16 min
• 094: Tulip Mania – The World's First Bubble? (1636–1637) · June 2, 2026 · 16 min
• 093: The Present and the Future - Digital Dominance, Crypto, AI, and Beyond · May 26, 2026 · 20 min
• 092: The Reshoring Revolution: Lessons from Frozen Assets · May 20, 2026 · 15 min
• 090: Meme Stock Mayhem: The Wild History of Retail Trading Revolutions · May 8, 2026 · 17 min
• 089: Options Madness: The 0DTE Trading Craze Sweeping 2026 · May 2, 2026 · 11 min