European defense spend
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 19, 2025 by David Ulevitch · across every show →
Everything said about European defense spend, oldest first
Nov 19, 2025 bullish
Ulevitch: Surge in European Defense Spend Will Largely Flow to US
“And that spend is ultimately gonna go, there aren't enough incumbents in Europe to have all that money go to companies in Europe. So it's a huge opportunity for their strongest ally, which is the United States, for the companies here to actually go and increas…”