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Artwork for Economic Security Watch

Economic Security Watch

fDi Intelligence
Economic Security
Meta
Halleck Creek Mine
Kuka
Midea
European Union
Rare Earths
National Security
Italy
Manus
Mountain Pass Mine
Biotechnology
Defense
Critical Minerals
Semiconductors
Free Trade
Investment
Golden Power
Singapore
Beijing

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 th... more

PublishesTwice monthlyEpisodes6Founded2 months ago
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Business NewsInvestingNewsBusiness

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Artwork for Economic Security Watch

Latest Episodes

Europe's industrial model is under pressure. High energy costs, geopolitical tensions and growing competition from China and the US are forcing policymakers and businesses to rethink economic security.

In this episode of Economic Security Watch, Dan... more

Ten years after China’s Midea acquired German robotics company Kuka, Europe’s approach to economic security has fundamentally changed. Danielle Myles explains how the deal changed European thinking in the latest Economic Security Watch newsletter, av... more

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 r... more

In the Economic Security Watch newsletter 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... more

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Recent Guests

Mark Wall
CEO of American Rare Earths (Australian miner)
American Rare Earths
Episode: Breaking China’s Rare Earth Grip: Can America Build Its Own Supply Chain?
Pierluigi Paracchi
Co-founder and CEO of Genenta/Centriforge
Genenta/Centriforge
Episode: Economic security: why defence and biotech are becoming the new investment frontier

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Economic security: why defence and biotech are becoming the new investment frontier
Q: How does the Golden Power framework influence investment strategy and exits?
Golden Power acts as a veto and regulatory tool to screen investments in strategic sectors; the strategy integrates governance and financial instruments to keep companies within the country, support scale-up, and enable favorable exits through the private foundation and stable governance, rather than traditional private equity acceleration that may export value.
Economic security: why defence and biotech are becoming the new investment frontier
Q: What does economic security mean in practice for a private sector player?
Economic security is about approaching markets with governance aligned to a country's strategic interests, using listed structures and compliant frameworks to access and grow strategic sectors, rather than avoiding them due to risk, and building ecosystems that keep critical industries domestically while enabling global growth.
Economic security: why defence and biotech are becoming the new investment frontier
Q: What is the commercial opportunity of a security focused strategy?
The opportunity lies in focusing on companies that are important for a nation, where governments are actively protecting strategic assets. By aligning with national security goals and using frameworks like Golden Power, a private venture can acquire, consolidate, and grow these assets within the country while maintaining access to capital and markets, such as listing on a major exchange to provide liquidity.

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Frequently Asked Questions About Economic Security Watch

What is Economic Security Watch about and what kind of topics does it cover?

Economic Security Watch covers the shifting intersection of national security and economics, with a steady focus on how policy, geopolitics, and capital flows reshape investment opportunities. Episodes explore topics like European and U.S. strategy toward critical minerals, semiconductor supply chains, biotech and defense, and cross-border deals under increased scrutiny. The show tends to feature high-level conversations with industry leaders and policy experts, translating complex asset and policy moves into actionable implications for investors, corporate strategists, and PE/VC communities. A notable strength is tying together macro geopolitics with concrete deal dynamics, regulatory tools, and national-security considerations, often high... more

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Which podcasts are similar to Economic Security Watch?

These podcasts share a similar audience with Economic Security Watch:

1. The Daily
2. Trade Talks
3. The Story of Money

How many episodes of Economic Security Watch are there?

Economic Security Watch launched 2 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Economic Security Watch?

Recent guests on Economic Security Watch include:

1. Mark Wall
2. Pierluigi Paracchi

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