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Show Notes
Welcome to a new episode of the
EUVC podcast
, where
and
of
and
from
gather to unpack the macro forces and micro signals shaping European tech and venture.
This week, the trio dive into:
- Why Europe’s fiscal firepower could be its unfair advantage
- The growing exodus of IPOs from the UK to the US
- Strategic defense investment—can the UK move the needle?
- How AI and capital markets are colliding
- And yes, we close on psychedelics and patient-first biotech breakthroughs
Here's what’s covered:
02:15 Europe’s Fiscal Advantage: Why Better Balance Sheets Matter for Innovation
07:00 The Return of Low Rates: What It Means for Startups
11:20 London vs. New York: The IPO Drain
17:00 Why Capital Leaves: Liquidity, Coverage & the Search for Growth
21:30 Rebuilding the UK Market: The Case for LP Allocation Reform
25:50 Beyond IPOs: The Full-Stack Capital Problem
30:40 AI and Lawsuits: Welcome to the New Frontier
33:10 Defense Tech Heats Up: Drones, AI & Strategic Capital
38:40 Can the UK Compete? Global Arms Races & National Reviews
42:30 Liquid Biopsies & Healthcare Breakthroughs
46:20 NHS Efficiency Crisis: More Money, Worse Outcomes
50:30 Psychedelics on the Edge: Awaiting the Data Drop