- 10
- Episodes
- Monthly
- Cadence
- 2026
- First episode
About Economic Security Watch
Economic security is an emerging concept with fluid boundaries and lacking a clear definition. Economic security is national security. It’s an idea being embraced by leaders across the world, though some have been following this philosophy for decades. Big change is happening in liberal economies that have long prided themselves on open borders and frictionless trade, scrutiny and protectionist thinking they’ve dealt defence industries is now being applied across to critical minerals, semiconductors and many other sectors of the economy. fDi Intelligence's Economic Security Watch podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here (https://www.fdiintelligence.com/newsletter-signup?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
- Publisher
- fDi Intelligence
- Category
- business · government · news
- Language
- en
- Explicit
- No
- First episode
- 14 Apr 2026
- Latest episode
- 18 Sept 2026
Latest episodes
10 episodes in the feed.
18 Sept 2026
Europe’s Defence Boom Has a Funding Problem
Russia’s war in Ukraine and the Trump administration’s warnings over the reliability of US security guarantees have created a new paradigm for European defence (https://www.fdiintelligence.com/content/55d88689-b952-4b4e-8bc9-b08cec23c304?utm_medium=referral&utm_source=acast&utm_campaign=editorial) start-ups and capital. Calls have grown for regional unity and softer intra-EU (https://www.fdiintelligence.com/data-trends/view-from/europe?utm_medium=referral&utm_source=acast&utm_campaign=editorial) borders to help scale early-stage ventures making the technologies that underpin modern warfare (https://www.fdiintelligence.com/content/af8f3925-7cbe-47ac-8713-a97c36045415?utm_medium=referral&utm_source=acast&utm_campaign=editorial). But funding and defence being constrained within national borders are causing inevitable bottlenecks. In the latest Economic Security Watch (https://www.fdiintelligence.com/video/74c719d7-b2ec-462f-8cb9-cae325ae8b0b?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast, fDi (https://www.fdiintelligence.com/?utm_medium=referral&utm_source=acast&utm_campaign=editorial)’s Danielle Myles speaks with Stanislaw Kastory, co-founder and general partner at defence venture capital firm Expeditions, about how geopolitics is changing the economics of European (https://www.fdiintelligence.com/data-trends/view-from/europe?utm_medium=referral&utm_source=acast&utm_campaign=editorial) security. 00:00 - European Defence Ambitions 08:51 - European Self-Reliance 11:52 - Munich Warning from JD Vance 17:50 - Hybrid war threats fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here (https://www.fdiintelligence.com/?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
3 Aug 2026
Weaponised interdependence: How the US, China and AI are rewriting economic statecraft
Economic security has become one of the defining forces shaping global business, foreign investment and international trade. But where did it really begin? In this episode of Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial), host Danielle Myles speaks with Professor Abraham Newman (https://www.amazon.com/Underground-Empire-America-Weaponized-Economy/dp/1250840554/ref=sr_1_1?crid=1OGOZ5FQHVEID&dib=eyJ2IjoiMSJ9.iK9w9kkrhi9_mDrpX4Lll6z5Ma5XR5fcHbO0tkjqQ_WdmV5ok9jLna-ApAfcrv2M4yeD3baSCvr8h_ZfYFsXeB4hWLIFhud1pLrrGOBlMnNKxPdH9XXs9BrA30kbEmfDLUZEHUlvyUbfWgLP43XUHcoyLKBoMw_yt0wrxvouOnMuQdrwnr7rUFvzPBVoSo74Y37uWut10Wz6MGPELRMH_ExfrnU6WF7sVcjfs9VzlPE.9tTKejxmBlRtFdI6u0z-3N-Lj7QJHyzoy1Tk5yHhun8&dib_tag=se&keywords=underground+empire&qid=1712492369&sprefix=underground+empire%2Caps%2C66&sr=8-1) of Georgetown University, one of the world's leading experts on economic statecraft and co-author of Underground Empire: How America Weaponized the World Economy. Newman argues that today's era of tariffs (https://www.fdiintelligence.com/content/650eb455-46bb-4342-a582-f025655f25f3?utm_medium=referral&utm_source=acast&utm_campaign=editorial), sanctions, export controls (https://www.fdiintelligence.com/content/9c387bba-3f0f-45d0-aae7-58d454f06c27?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and technology restrictions (https://www.fdiintelligence.com/content/98c76d32-35f2-47e9-9f82-aa2b6461e301?utm_medium=referral&utm_source=acast&utm_campaign=editorial) did not begin with Donald Trump (https://www.fdiintelligence.com/content/75a6a84c-87b7-40b2-a477-03a6baf58437?utm_medium=referral&utm_source=acast&utm_campaign=editorial) or China's rise. Instead, its roots lie in the aftermath of 9/11, when governments discovered they could use global financial systems, supply chains (https://www.fdiintelligence.com/content/e83d446d-62f3-479a-a9c0-107447e1bb73?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and digital networks as powerful tools of geopolitical influence. You can order Abraham's latest book on Amazon (https://www.amazon.com/Underground-Empire-America-Weaponized-Economy/dp/1250840554/ref=sr_1_1?crid=1OGOZ5FQHVEID&dib=eyJ2IjoiMSJ9.iK9w9kkrhi9_mDrpX4Lll6z5Ma5XR5fcHbO0tkjqQ_WdmV5ok9jLna-ApAfcrv2M4yeD3baSCvr8h_ZfYFsXeB4hWLIFhud1pLrrGOBlMnNKxPdH9XXs9BrA30kbEmfDLUZEHUlvyUbfWgLP43XUHcoyLKBoMw_yt0wrxvouOnMuQdrwnr7rUFvzPBVoSo74Y37uWut10Wz6MGPELRMH_ExfrnU6WF7sVcjfs9VzlPE.9tTKejxmBlRtFdI6u0z-3N-Lj7QJHyzoy1Tk5yHhun8&dib_tag=se&keywords=underground+empire&qid=1712492369&sprefix=underground+empire%2Caps%2C66&sr=8-1). Timestamps: 00:00 - Why weaponised interdependence has become central to global politics 09:12 - How the US pioneered modern economic statecraft and why China is now adopting similar tactics 13:04 - Europe's push for digital sovereignty 16:26 - The future of AI, semiconductors and export controls fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here (https://www.fdiintelligence.com/?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
6 Jul 2026
"It's Gloves Off": Tina Fordham on the New Era of Superpower Competition
Geopolitical strategist Tina Fordham (https://www.tinafordham.com/) joins Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) to explain why businesses, investors and governments are entering a fundamentally different world. From the weaponisation of trade (https://www.fdiintelligence.com/content/8d49d5c0-94ce-4275-b104-7ddd18fe7c2e?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and investment to US-China rivalry, the war in Iran, Europe's rearmament (https://www.fdiintelligence.com/video/15683976-be91-4561-9cfb-8f12522a2ae6?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and the future of globalisation (https://www.fdiintelligence.com/content/c0a87d6e-6122-42b3-9b36-945cc36db1d1?utm_medium=referral&utm_source=acast&utm_campaign=editorial), Tina, founder of Fordham Global Foresight and the former Chief Global Political Analyst at Citi, argues that we're living through a geopolitical supercycle and there is no return to the old normal. In this episode: • Why business leaders must think differently about risk • The new era of superpower competition • How trade, technology and investment (https://www.fdiintelligence.com/content/f3d9fb74-b947-41df-ac19-26c2a4716151?utm_medium=referral&utm_source=acast&utm_campaign=editorial) are becoming geopolitical weapons • Why resilience is replacing optimisation • What boards should do now Timestamps 00:00 - Why business leaders must think differently 04:44 - Geopolitical Supercycle Framework 10:13 - Global Power Dynamics & Emerging Risks 16:44 - Bottom-Up Changes & Anxiety 19:46 - The Geopolitical Officer Role fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here (https://www.fdiintelligence.com/?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
25 Jun 2026
The battle for Europe's digital sovereignty
In June's edition of the Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) newsletter, Danielle Myles guides you through the fight for Europe's digital sovereignty (https://www.fdiintelligence.com/content/544bee00-fd8a-4a03-a71b-0a88ce16d491?utm_medium=referral&utm_source=acast&utm_campaign=editorial). The bloc is looking to reduce its reliance upon US big tech (https://www.fdiintelligence.com/content/2307db46-ba73-4fd9-8ba2-31365c14e06b?utm_medium=referral&utm_source=acast&utm_campaign=editorial) companies, culminating in the EU presenting its Tech Sovereignty package, following increasing concerns over killswitches, privacy and data ownership. Find out in the newsletter what it all means and where it may lead European companies next. Alongside the analysis of Europe's tech future, plus links to our latest podcast episode and the data spotlight (https://www.fdiintelligence.com/content/544bee00-fd8a-4a03-a71b-0a88ce16d491?utm_medium=referral&utm_source=acast&utm_campaign=editorial) that keeps you on top of the economic security agenda. Sign up for the Economic Security Watch newsletter (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) from fDi Intelligence, a publication from the Financial Times (https://podcasts.apple.com/gb/channel/financial-times/id6444067409?hasPaidContent=false) And check back soon for the next episode of this podcast. (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Read our leading analysis here (https://www.fdiintelligence.com/?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up here (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
8 Jun 2026
Europe's competitiveness challenge: Energy, rare earths and industrial sovereignty
Europe's industrial model is under pressure. High energy costs (https://www.fdiintelligence.com/content/bd665e67-66e5-43b2-a63a-5ad2305c34fe?utm_medium=referral&utm_source=acast&utm_campaign=editorial), geopolitical tensions and growing competition from China (https://www.fdiintelligence.com/content/a620be95-5f9e-49af-93d6-90e3b19c091f?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and the US (https://www.fdiintelligence.com/content/25d2c81a-d95f-42c3-a609-319655c46598?utm_medium=referral&utm_source=acast&utm_campaign=editorial) are forcing policymakers and businesses to rethink economic security. In this episode of Economic Security Watch (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial), Danielle Myles speaks with Philippe Kehren, CEO of Belgian chemicals group Solvay, about what Europe must do to remain competitive. Kehren argues that energy security (https://www.fdiintelligence.com/content/7c2837a1-9382-4527-a2c6-a0fdb6c37f09?utm_medium=referral&utm_source=acast&utm_campaign=editorial), industrial sovereignty and resilient supply chains are now inseparable. He discusses the role of rare earths, the need for local production of strategic materials (https://www.fdiintelligence.com/content/666ebf08-068d-4698-9411-7f714abca25f?utm_medium=referral&utm_source=acast&utm_campaign=editorial), Europe's energy transition, (https://www.fdiintelligence.com/content/bd665e67-66e5-43b2-a63a-5ad2305c34fe?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and why policymakers must work more closely with industry to secure the continent's industrial future. Timestamps 00:00 - Welcome to Economic Security Watch 01:26 - Solvay's Global Operational Challenges 05:17 - Europe's Industrial Competitiveness 08:37 - Policy for re-industrialisation & energy 16:25 - Europe's decisive economic moment 18:33 - How to contact Economic Security Watch fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here (https://www.fdiintelligence.com/newsletter-signup?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
21 May 2026
How China’s takeover of Kuka helped transform Europe’s investment rules
Ten years after China’s Midea acquired German robotics company Kuka (https://www.fdiintelligence.com/video/3e89096c-4420-4db9-8e95-4f04464d7544?utm_medium=referral&utm_source=acast&utm_campaign=editorial), Europe’s approach to economic security has fundamentally changed. Danielle Myles explains how the deal changed European thinking in the latest Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) newsletter, available from 26th May 2026. Alongside Midea's acquisition and the effect it had on Europe, this month's newsletter also takes a look at the US's strategy towards biotechnology (https://www.fdiintelligence.com/video/70c2aff3-7336-4496-956f-30ff7ae5c582?utm_medium=referral&utm_source=acast&utm_campaign=editorial), which is fast becoming one of the key areas of economic security. Sign up for the Economic Security Watch newsletter (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) from fDi Intelligence, a publication from the Financial Times (https://podcasts.apple.com/gb/channel/financial-times/id6444067409?hasPaidContent=false) And check back soon for the next episode of this podcast. fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here (https://www.fdiintelligence.com/newsletter-signup?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
12 May 2026
Breaking China’s Rare Earth Grip: Can America Build Its Own Supply Chain?
This episode of Economic Security Watch delves into the critical importance of rare earth minerals and the global supply chain landscape. Danielle Myles speaks with American Rare Earths' CEO, Mark Wall, about the challenge of building a non-China rare earth supply chain, how American Rare Earths' project is part of the solution, and how the US and other governments must support the industry. More reading on fDi Intelligence: Non-China rare earth supply chain gains momentum (https://www.fdiintelligence.com/content/a45ea9bd-4d3a-4947-97b7-0572f42c2d64?utm_medium=referral&utm_source=acast&utm_campaign=editorial) Hope is not a strategy for Europe’s critical minerals supply (https://www.fdiintelligence.com/content/9c387bba-3f0f-45d0-aae7-58d454f06c27?utm_medium=referral&utm_source=acast&utm_campaign=editorial) How can businesses navigate the US–China geopolitical tussle? (https://www.fdiintelligence.com/content/d675e23a-60ae-4e48-96ab-09d41547254a?utm_medium=referral&utm_source=acast&utm_campaign=editorial) Timestamps: 00:00 - Rare earths & China's dominance 03:16 - Halleck Creek: A US solution 05:47 - US government strategy & support 09:54 - Market dynamics & competition 11:21 - Building a domestic supply chain 15:09 - Economic impact & future security fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here (https://www.fdiintelligence.com/newsletter-signup?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
28 Apr 2026
The End of ‘Singapore-Washing’?
In the Economic Security Watch newsletter (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) this month, Danielle Myles breaks down how at the intersection of AI, geopolitics and capital, one deal is testing the limits of China’s tolerance. We break down the acquisition, the crackdown, and the bigger question: how long can companies stay one step ahead of regulators? Sign up for the Economic Security Watch newsletter (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) from fDi Intelligence, a publication from the Financial Times (https://podcasts.apple.com/gb/channel/financial-times/id6444067409?hasPaidContent=false) And check back soon for the next episode of this podcast. fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here (https://www.fdiintelligence.com/newsletter-signup?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
21 Apr 2026
Economic security: why defence and biotech are becoming the new investment frontier
Economic security is fast becoming one of the most important forces shaping global investment. But is it a constraint on business or a new opportunity? In this first episode of Economic Security Watch (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial), fDi Intelligence's senior editor, Danielle Myles, speaks to Pierluigi Paracchi, co-founder and CEO of Genenta Science, about how government priorities are shifting from globalisation to national security (https://www.fdiintelligence.com/content/3ed355bf-583d-42a0-b6bd-01e9ed78d83b?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and how that is redefining where and how investors deploy capital (https://www.fdiintelligence.com/content/74158708-b38e-4fa9-9d92-f307ed605fa5?utm_medium=referral&utm_source=acast&utm_campaign=editorial). From biotech and pharmaceuticals to defence, aerospace and cybersecurity, strategic sectors are being increasingly protected by governments who want to harness national champions and to protect the supply chains (https://www.fdiintelligence.com/content/b21b1870-6e19-4a0b-b196-d81e583605b6?utm_medium=referral&utm_source=acast&utm_campaign=editorial). For investors, this changing landscape is opening up new opportunities, particularly in Europe (https://www.fdiintelligence.com/data-trends/view-from/europe?utm_medium=referral&utm_source=acast&utm_campaign=editorial). In conversation about economic security and what it means today, Pierluigi explains how Italy's Golden Power strategy has changed Genenta Science's business from a biotech company to one that is acquiring companies that fall within this Italian government framework (https://www.fdiintelligence.com/content/041f36cc-5fca-4fd2-b092-4678ef6c1afa?utm_medium=referral&utm_source=acast&utm_campaign=editorial) and the opportunity in scaling “national security” companies rather than early-stage startups. Danielle and Pierluigi also discuss how venture capital and private equity strategies must adapt, whether Europe risks losing key industries to foreign ownership and how investors can access strategic sectors while navigating regulation. Sign up for the Economic Security Watch newsletter (https://www.fdiintelligence.com/esw?utm_medium=referral&utm_source=acast&utm_campaign=editorial) from fDi Intelligence, a publication from the Financial Times (https://podcasts.apple.com/gb/channel/financial-times/id6444067409?hasPaidContent=false) Timestamps: 00:00 - Introduction to Economic Security Watch and what it means 01:30 - How Genenta Science shows the shift from globalisation to national security priorities 04:12 - Italy’s Golden Power strategy 11:44 - Pierluigi Parachhi defines economic security 14:04 - Investment & Nasdaq Strategy 17:26 - The economic security opportunity 20:04 - Subscribe to the Economic Security Watch newsletter fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here (https://www.fdiintelligence.com/newsletter-signup?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
14 Apr 2026
Economic Security Watch | Understanding Geopolitics, Economic Security & Global Investment
What does economic security mean in today’s rapidly shifting global economy? Economic Security Watch, a new podcast from fDi Intelligence, explores the intersection of geopolitics, global trade, foreign direct investment (FDI), supply chains, and economic policy. From rising geopolitical tensions to investment risk, industrial strategy and national security, this podcast breaks down the forces reshaping the global economy. Hosted by fDi Intelligence's Danielle Myles, Economic Security Watch brings expert insight and sharp analysis to the biggest economic security stories shaping the world. Episodes will be released monthly, corresponding with the Economic Security Watch newsletter. fDi Intelligence's Economic Security Watch (https://www.fdiintelligence.com/economic-security-watch?utm_medium=referral&utm_source=acast&utm_campaign=editorial) podcast keeps you in the know as investors navigate a world increasingly viewed through a national security lens. Episodes will be delivered monthly, corresponding to our Economic Security newsletter. Sign up to the podcast here (https://www.fdiintelligence.com/newsletter-signup?utm_medium=referral&utm_source=acast&utm_campaign=editorial). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
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