The Need for Speed in the New Defence Sector

Podcast: Blain's Morning Porridge · Bill Blain

Opublikowano: 2026-10-01

Blain’s Morning Porridge, October 1st, 2026 “No one ever won a war by dying for his country. He won it by making the other dumb fellow die for his country.” Defence has become the hot new sector, but investors need to understand the geopolitical reality, military requirements, the need for adaptation, and how the battlespace is changing. Defence needs to connect capital to warfighting capabilities that can be deployed now, adapted swiftly, and manufactured in unprecedented volume. The most effective way for the West to win is to demonstrate the will and ability to do so – w...