Welcome to the Tholus Capital Investor podcast on Aerospace & Defense, the podcast for venture capital and private equity in the defense and space sector. We are witness to some seismic shifts in the geopolitical landscape. Global security dynamics have shifted away from unipolarity towards a multipolar world where power competition dominates foreign policy. The unifying and stabilizing power of economics and international institutions - or what we call globalization -  is on the retreat. NATO and its non-member allies find themselves at an inflection point as state...