A Payload on Payload interview? It’s like the Spiderman pointing at another Spiderman meme. Jokes aside, Ryan invited Mo on to discuss a presentation he prepared for the Payload team at their recent off-site meeting. This week’s episode focuses on an adapted version of the deck and what’s happening within the macroeconomy.
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...and much more! It's a great conversation and we're super excited for you to hear it. Thanks to Mo for coming on Pathfinder!
0:00 - Show intro
1:17 - Introduction of the founder of Payload, Mo Islam
2:13 - Mo’s résumé
4:32 - Filling the big gap in media coverage within the space economy
10:52 - America’s current struggle with inflation
13:41 - We are facing a global food crisis
16:00 - Mo’s take on a potential technical recession
21:30 - Mo’s favorite topic….. Crypto!
24:40 - Aerospace & Defense (A&D) was the top traded sub sector in Q2
29:30 - The Fed is deliberately bursting the bubble on purpose, lowering asset prices on purpose…. “this is different than the global financial crisis”
33:10 - 2021 was a record year for government space investment, leading to increased future budget requests
34:21 - Russia-Ukraine conflict’s effect on the race for space dominance
38:20 - “It’s important to remember how quickly the macro can flip”
43:31 - The end of the first chapter of new space is closing
49:50 - Unicorn companies typically start in the period following a downturn
51:40 - Mo’s opinion on the new space race
58:37 - Mo’s hobbies.. He’s a DJ?!
1:01:10 - Will we get boots on the moon in the next decade?
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