Capital Ideas Podcast cover image

Investing through shifting global trade winds

Capital Ideas Podcast

00:00

Winners: Agile Multinationals and Defense Contractors

Michael asks who wins and loses; Kohei highlights defense firms, adaptable multinationals, and regional champions with local capacity.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app