Special interview: Biggest changes to defense landscape “since Vietnam”? With Ian Winer скачать в хорошем качестве

Special interview: Biggest changes to defense landscape “since Vietnam”? With Ian Winer

Maggie Lake sits down with Ian Winer, Founder of Center15 Capital, to give investors a dive deep into the defense sector. Maggie and Ian get into everything from why new types of tech-driven warfare in Ukraine are sparking a defense technology gold rush, to the role AI will play in defense, the accelerating global defense spend, the role of SpaceX, what the “Magnificent 7” might do in defense, public defense companies Ian sees upside in, and more. From West Point to Wall Street, Ian’s career has long been rooted in defense, and now, he believes we’re in the first innings of new technologies forever transforming the sector. This conversation is eye-opening, fascinating, and frankly, sometimes quite terrifying. Recorded on September 17, 2024. *IMPORTANT NOTE: This conversation was recorded before last week’s detonation of thousands of pagers and walkie-talkie radios across Lebanon. Don't miss out on future episodes - get on the list here: https://gbe08amm2tr.typeform.com/cook... 00:00 - Intro 00:15 - Ian Winer Background & Center15 Captial 04:00 - Defensives from an Investment Theme 09:30 - Private Equity Is Interested Once again 13:20 - Growth Potential for the Industry 17:00 - Other Countries Joining The Defense Game 19:45 - The Impact of AI in Defense 24:30 - Is the Government A Client or A Partner 27:00 - The US government Keeping Pace? 29:10 - The Role Of Large Defense Companies 32:20 - What Do You Look For In A Company. 36:15 - Could The Mega Cap Tech Companies Get Involved? 37:40 - Is This For The Average Investor? 40:30 - The Success Rate of Smaller Companies 43:00 - Is Elon In This Space? Connect with me on Twitter: x.com/maggielake #marketeconomy #financialmarket #economicinfluence #podcast #ratecuts #defence #defensesectorstocks #spacex #geopolitics #westpoint #wallstreet #fed #stockmarket #fed We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.