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This week, host Sam Gyimah sits down with Stefano Pontecorvo, President of Italian defence and aerospace giant Leonardo and former ambassador to NATO. They explore the shifting landscape of global defence investment, why Europe must catch up with U.S. spending, and the end of the post-Cold War peace dividend. Plus: investment opportunities, rising “neo primes” or challenger defence companies, and how the private and public sector can work together. 


Recorded in collaboration with FII at FII Priority Europe 2025.


Host: Sam Gyimah, Founder and CEO of SG& Capital Partners  


Producers: Clare Williamson and Duncan Williamson for SG& Capital Partners with SG& Co-producer Nicky Black 


Music composed by Sophie Sirota 


 

For listener questions or business inquiries please email info@thegeopoliticsofbusiness.com, and to contact SG& Capital Partners please email info@sgand.com.  


You can find a summary of the key points in this episode in The Geopolitics of Business Newsletter. 

 


Disclaimer: The content of this podcast is for informational purposes only and should not be considered or relied upon as financial, investment, legal or tax advice. While we seek to ensure the information shared is accurate and up to date at the time of release, no warranties or representations are made regarding its accuracy or completeness, and any liability therefore is expressly disclaimed. The opinions and views expressed in this podcast are solely the participant’s own personal opinions and do not reflect the opinions of SG&. 

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