With the shift in the geopolitical environment and the world reeling from the decisions taken by the US government, the pressure is on other NATO countries to increase their military spending. BAE sits in the middle of this – literally. They supply the US and a number of its allies, which means they have a chance of increased spend. But can they deliver on it?
Andries Retief is a South African living in Poland who runs DHL’s Central and Eastern Europe business. This gives him incredible insights into the global supply chain challenges that are plaguing so many businesses and industries at the moment. It also puts him right at the coalface of the war in Ukraine, with Polish borders having been opened to millions of Ukrainian refugees. In this podcast, we bring you these insights and so many more, covering a broad variety of topics including geopolitical issues in Europe. Every crisis brings both heartache and opportunity and this one is no different, with the [...]
Use the podcast player below to listen to our discussion on Lockheed Martin and its Q4’21 result, which accompanies the detailed write-up below: (Date of report: 2 March 2022) The jets fly off the radar, thanks to cutting-edge stealth technology. For investors, Lockheed Martin is firmly on the radar. We live in a very disturbing time, where WWIII is trending on Twitter and our social media feeds are full of painful and heartbreaking images. The reality is that humans suck, have sucked for a long time and continue to suck. Whether we fight each other with swords or jets, this seems [...]
Get notified about updates and be the first to get early access to new episodes.
© Copyright 2025 | Magic Markets | All Rights Reserved
