Marc Filippino

speaker

1,133 appearances 17 recordings 1 series first heard Apr 2026 last heard 27 May

Marc Filippino’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 17 in all, peaking in May 2026 with 10.

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FT News Briefing · Defence stocks drop despite US-Iran war · 30 Apr 2026 podcast

and Israel started bombing Iran at the end of February, investors are actually selling.

Shares in U.S.

defense giants Northrop Grumman, RTX's Raytheon, and Lockheed Martin are all down double digits in that time.

The FT's Christian Davies covers U.S.

industries, including the defense sector.

Hey, Christian.

Hello.

So just how bad has this stock sell-off been?

And similar to America, European companies are spending a lot too.

So I'm wondering why investors are selling war at a time that they were expected to be buying.

Christian, we've seen some of these companies that we're talking about report earnings over the past couple of weeks, and they're doing well.

So I'm curious, if the numbers are good in the earnings reports, why investors are ignoring those and still selling off?

There is, of course, a very big midterm election happening in the U.S.

in a couple of months.

So, Christian, how might the results of that midterm election impact the defense industry and investor sentiment?

Thanks so much, Christian.

Thank you.

You can read more on all these stories for free when you click the links in our show notes.

This has been your daily FT News briefing.

Check back tomorrow for the latest business news.

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