Europe’s Defense IPO Surge & Netflix’s M&A Pivot

Anthony flies solo to unpack the biggest stories in markets and M&A this week. First, a deep dive into the €25B Amsterdam IPO of Czechoslovak Group (CSG), a Czech defense giant capitalizing on Europe’s surging military spend. Discover how a 33-year-old CEO is leading one of the region’s most consequential listings amid geopolitical shifts.

Then, we break down Netflix’s bold all-cash move in its battle for Warner Bros., and how earnings guidance is reshaping investor sentiment.

Plus: key headlines from Soho House to GSK and mega-mergers in rail and insurance. All in under 25 minutes.

(00:00) Flying solo this week & episode overview

(01:18) Soho House $2.7B take-private deal

(01:49) Boston Scientific $15B acquisition of Penumbra

(02:10) GSK $2.2B purchase of RAPT Therapeutics

(03:11) Union Pacific & Norfolk Southern $71.5B merger

(03:52) Zurich Insurance £7.67B bid for Beazley

(04:21) Deep Dive into CSG’s €25B Amsterdam IPO

(07:17) From scrapyard to global defense giant

(09:42) Why CSG is listing now

(11:06) Europe’s defense boom

(14:04) Another IPO: Franco-German tank maker KNDS

(15:00) Netflix’s revised all-cash bid: Strategy explained

(17:00) Netflix Q4 earnings breakdown: Subs, ads, guidance