Geopolitical strategist Tina Fordham joins Economic Security Watch to explain why businesses, investors and governments are entering a fundamentally different world.

From the weaponisation of trade and investment to US-China rivalry, the war in Iran, Europe's rearmament and the future of globalisation, Tina, founder of Fordham Global Foresight and the former Chief Global Political Analyst at Citi, argues that we're living through a geopolitical supercycle and there is no return to the old normal.

In this episode:

• Why business leaders must think differently about risk

• The new era of superpower competition

• How trade, technology and investment are becoming geopolitical weapons

• Why resilience is replacing optimisation

• What boards should do now

Timestamps

00:00 - Why business leaders must think differently

04:44 - Geopolitical Supercycle Framework

10:13 - Global Power Dynamics & Emerging Risks

16:44 - Bottom-Up Changes & Anxiety

19:46 - The Geopolitical Officer Role

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.

In June's edition of the Economic Security Watch newsletter, Danielle Myles guides you through the fight for Europe's digital sovereignty. The bloc is looking to reduce its reliance upon US big tech companies, culminating in the EU presenting its Tech Sovereignty package, following increasing concerns over killswitches, privacy and data ownership. Find out in the newsletter what it all means and where it may lead European companies next.

Alongside the analysis of Europe's tech future, plus links to our latest podcast episode and the data spotlight that keeps you on top of the economic security agenda.

Sign up for the Economic Security Watch newsletter from fDi Intelligence, a publication from the Financial Times

And check back soon for the next episode of this podcast.

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.

Europe's industrial model is under pressure. High energy costs, geopolitical tensions and growing competition from China and the US are forcing policymakers and businesses to rethink economic security.

In this episode of Economic Security Watch, Danielle Myles speaks with Philippe Kehren, CEO of Belgian chemicals group Solvay, about what Europe must do to remain competitive. Kehren argues that energy security, industrial sovereignty and resilient supply chains are now inseparable.

He discusses the role of rare earths, the need for local production of strategic materials, Europe's energy transition, and why policymakers must work more closely with industry to secure the continent's industrial future.

Timestamps

00:00 - Welcome to Economic Security Watch

01:26 - Solvay's Global Operational Challenges

05:17 - Europe's Industrial Competitiveness

08:37 - Policy for re-industrialisation & energy

16:25 - Europe's decisive economic moment

18:33 - How to contact Economic Security Watch

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.

Ten years after China’s Midea acquired German robotics company Kuka, Europe’s approach to economic security has fundamentally changed. Danielle Myles explains how the deal changed European thinking in the latest Economic Security Watch newsletter, available from 26th May 2026.

Alongside Midea's acquisition and the effect it had on Europe, this month's newsletter also takes a look at the US's strategy towards biotechnology, which is fast becoming one of the key areas of economic security.

Sign up for the Economic Security Watch newsletter from fDi Intelligence, a publication from the Financial Times

And check back soon for the next episode of this podcast.

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.

This episode of Economic Security Watch delves into the critical importance of rare earth minerals and the global supply chain landscape. 

Danielle Myles speaks with American Rare Earths' CEO, Mark Wall, about the challenge of building a non-China rare earth supply chain, how American Rare Earths' project is part of the solution, and how the US and other governments must support the industry.

More reading on fDi Intelligence:

Non-China rare earth supply chain gains momentum

Hope is not a strategy for Europe’s critical minerals supply

How can businesses navigate the US–China geopolitical tussle?

Timestamps:

00:00 - Rare earths & China's dominance

03:16 - Halleck Creek: A US solution

05:47 - US government strategy & support

09:54 - Market dynamics & competition

11:21 - Building a domestic supply chain

15:09 - Economic impact & future security

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.

In the Economic Security Watch newsletter this month, Danielle Myles breaks down how at the intersection of AI, geopolitics and capital, one deal is testing the limits of China’s tolerance. We break down the acquisition, the crackdown, and the bigger question: how long can companies stay one step ahead of regulators?

Sign up for the Economic Security Watch newsletter from fDi Intelligence, a publication from the Financial Times

And check back soon for the next episode of this podcast.

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.

Economic security is fast becoming one of the most important forces shaping global investment. But is it a constraint on business or a new opportunity?

In this first episode of Economic Security Watch, fDi Intelligence's senior editor, Danielle Myles, speaks to Pierluigi Paracchi, co-founder and CEO of Genenta Science, about how government priorities are shifting from globalisation to national security and how that is redefining where and how investors deploy capital. From biotech and pharmaceuticals to defence, aerospace and cybersecurity, strategic sectors are being increasingly protected by governments who want to harness national champions and to protect the supply chains. For investors, this changing landscape is opening up new opportunities, particularly in Europe.

In conversation about economic security and what it means today, Pierluigi explains how Italy's Golden Power strategy has changed Genenta Science's business from a biotech company to one that is acquiring companies that fall within this Italian government framework and the opportunity in scaling “national security” companies rather than early-stage startups.

Danielle and Pierluigi also discuss how venture capital and private equity strategies must adapt, whether Europe risks losing key industries to foreign ownership and how investors can access strategic sectors while navigating regulation.

Sign up for the Economic Security Watch newsletter from fDi Intelligence, a publication from the Financial Times

Timestamps:

00:00 - Introduction to Economic Security Watch and what it means

01:30 - How Genenta Science shows the shift from globalisation to national security priorities

04:12 - Italy’s Golden Power strategy

11:44 - Pierluigi Parachhi defines economic security

14:04 - Investment & Nasdaq Strategy

17:26 - The economic security opportunity

20:04 - Subscribe to the Economic Security Watch newsletter

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.

What does economic security mean in today’s rapidly shifting global economy?

Economic Security Watch, a new podcast from fDi Intelligence, explores the intersection of geopolitics, global trade, foreign direct investment (FDI), supply chains, and economic policy. From rising geopolitical tensions to investment risk, industrial strategy and national security, this podcast breaks down the forces reshaping the global economy.

Hosted by fDi Intelligence's Danielle Myles, Economic Security Watch brings expert insight and sharp analysis to the biggest economic security stories shaping the world. Episodes will be released monthly, corresponding with the Economic Security Watch newsletter. 

fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here.

Hosted on Acast. See acast.com/privacy for more information.