Joe Grogan breaks down how Europe’s renewed defense spending cycle may create a fresh opportunity for investors looking beyond U.S. markets.
00:00:00 Introduction
00:00:19 Shifting to international markets
00:02:04 Europe vs. US defense
00:03:00 WDF fund exposure
00:03:53 Valuation and portfolio de-risking
00:04:44 Portfolio sizing targets
00:05:33 Currency and geopolitical risks
00:06:01 US mega-cap concentration
00:06:56 Performance vs. MSCI Europe
00:07:53 European rearmament cycle
00:08:35 Market trap insights
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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