Steve Feldstein

speaker

67 appearances 1 recordings 1 series first heard Jul 2026 last heard 8 Jul

Steve Feldstein’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Prof G Markets · Why The World Is Spending More On War · 8 Jul 2026 podcast

And then that's not to mention the kind of prospective questions related to China, which frankly at this point has been quieter because of these other situations that are taking place.

So there are a lot of different geopolitical issues that are flaring up simultaneously.

And we also are seeing, I think, a bit of an ebbing

of power, or at least the limitations to American power at this point, not to mention a volatile president who seems to change on a dime very quickly the geopolitical objectives of the United States.

All these ingredients coming together make for lots of unpredictability when it comes to security and what things will look like in the coming months.

So one issue is that we have seen a ramp up in NATO spending, as you mentioned.

And I think that will continue to increase.

But what's interesting right now is that there's a gap between the amount of money that's there and the ability of current manufacturers to be able to produce according to the money that's been allocated.

So I think the first thing we're gonna need to see is greater capacity that's built up to match the money

and the allocated contracts that are there for munitions.

I think the second thing that we're gonna see is a real ramp up when it comes to countering drones.

So drones are proliferating.

We're seeing that in Iran, we're seeing that in Ukraine and so forth.

And we are also seeing a dire need by countries like UAE, Saudi, the United States for that matter,

countries in Europe when it comes to actually countering these drones and coming up with the right systems.

That's a growth area.

That's an area where you just are starting to see products at scale come to the market.

And I think you will see continuing demand and investments for more of these types of systems, especially as we see drone use proliferate, which I'm certain will continue to be the case.

Well, it's certainly not over in his head.

And because he is president of the country, I don't think we can completely dismiss it.

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