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Defense spending by NATO countries could increase by a trillion dollars over the next 10 years as those countries get up to NATO targets, creating a super cycle tailwind for aerospace and defense businesses.

forecastpending

Speaker

Joseph Shaposhnik

Evidence Quote

“We think that over the next 10 years spending on um defense could increase by trillion dollars just from those company uh just from just from those countries as they get up to to the NATO targets that have been set.”

Source

The $1 Trillion Supercycle Hidden in Plain Sight | Joseph Shaposhnik— Excess Returns
Created: 8/12/2026, 6:14:37 PM

My Notes

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