This week, host Sam Gyimah sits down with Stefano Pontecorvo, President of Italian defence and aerospace giant Leonardo and former ambassador to NATO. They explore the shifting landscape of global defence investment, why Europe must catch up with U.S. spending, and the end of the post-Cold War peace dividend. Plus: investment opportunities, rising “neo primes” or challenger defence companies, and how the private and public sector can work together.

Host: Sam Gyimah, Founder and CEO of SG& Capital Partners

Producers: Clare Williamson and Duncan Williamson for SG& Capital Partners with SG& Co-producer Nicky Black

Music composed by Sophie Sirota

For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com.

You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter.

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