Show notes
On this week’s episode of the Pathfinder podcast, Ryan sits down with Mo Islam, who is his boss and the cofounder/CEO of Payload.
Pathfinder is brought to you by SpiderOak Mission Systems — www.spideroak-ms.com — an industry leader in space cybersecurity. Check out the company’s space cybersecurity white paper at spacecyber.com.
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.
What we cover:
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!
