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

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