Is the recent surge in global defence spending a temporary spike or a permanent structural shift? This episode explores the "new normal" of geopolitical instability. We debate whether established industrial giants or specialized tech innovators are better positioned for this momentum. From cybersecurity to satellite communications, we examine the companies defining the future of security. This episode specifically focuses on ST Engineering and Addvalue Technologies as primary beneficiaries of these spending trends.

• The Unmanned Revolution: Why drones and anti-drone solutions are becoming essential national priorities

• Aerospace Evolution: How commercial maintenance and freighter conversions fuel growth alongside military contracts

• Niche Tech: Small-cap players making waves in satellite data and space technology