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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*SNEAK PEEK*
- Mo’s Wall Street background
- Starting Payload
- Inflation, a possible recession, and the global food crisis
- How it’s all connected to the space industry
- Consumer credit, COVID-19, and a “systemic failure in the crypto industry”
- Aerospace and defense (A&D) outperformance over other indices
- Tech valuation compressions
- A record year for space investing
- The next chapter of the space industry
- Is Starship priced in?
...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!
*CHAPTERS*
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?
*ABOUT US*
Pathfinder is brought to you by Payload, a modern space media brand. While we have designs on becoming the biggest space content company in the galaxy, for now, we send newsletters and publish podcasts. Subscribe to our flagship industry-leading daily newsletter at payloadspace.com