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

[@maggielake-talkingmarkets]

Don't miss out on future episodes - get on the list here: gbe08amm2tr.typeform.com/cookingup 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?

[@PE-TX]

That was eye opening! Wow! Great interview Maggie!

[@steviechang]

Great interview, Maggie. Can we have some time stamps please!

[@illfunk1967]

Great insights and the sector is one that maybe worth pursuing.. thank you

[@rarcapitalconcepts5374]

Good reporting, and an interesting investment thesis. More coverage of evolving (and growing) niche markets would be useful *and isn't happening with your larger competitors....)

[@rickfool1452]

🚽

[@xDooksx]

Didn’t realize war was funny.

[@haze1123]

World War III??? Bullish! 🚀🚀🚀

[@johnanon658]

Lol, basically. Maggie really sellin out here,

[@maggielake-talkingmarkets]

@johnanon658 Appreciate the concerns. This was not a sponsored segment just FYI. Talking about defense through an investment lens is tricky, but following the money is usually a very good way of fulling understanding an industry. With the state of the world right now, I'm going to lean into being informed.

[@frankdattilo1836]

Neocon?