European defense stocks

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 28, 2022 by Marko Papic · across every show →

Everything said about European defense stocks, oldest first

Feb 28, 2022 bullish
Prediction Not checkable as stated
Papic: Europe will remilitarize and integrate independently of the US umbrella
“I think what it means Is Europe is going to remilitarize. If you have the mandate on the ESG side, buy some European defense stocks, but don't expect it to do so within the US umbrella. And I think that European integration is actually going to be one of the c…”
Marko Papic Feb 28, 2022 ▶ 36:00 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
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