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.
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We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.

[@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]

🚽

[@haze1123]

World War III???
Bullish! 🚀🚀🚀

[@johnanon658]

Lol, basically.
Maggie really sellin out here,

[@frankdattilo1836]

Neocon?