This Episode:
Defense investing is taking off, literally and figuratively. This week, the crew is joined by Garrett Asta from Houlihan Lokey to break down the current boom in venture, private equity, and public markets across the defense and space sectors. With more VC-backed companies showing up than ever before, it's clear: the market is hot. But is it overheating?
We unpack the signals driving investor interest, why traditional defense value paradigms are shifting, and whether the bubble might be forming around defense tech. Garrett, Dave, and Simon compare venture-backed growth, public market momentum, and the expanding role of private equity.
Meanwhile, rising tension with Chinese and Russian military exercises has the U.S. allegedly repositioning nuclear assets, and SpaceX finds itself caught in political headwinds. We also touch on why most defense software isn’t actually software-only, and what changes in DoD’s buying behavior might mean for capital markets in the years ahead.
Our Podcast:
National security, defense tech, and geopolitics- serious topics, but that doesn’t mean we have to be boring about it. The Goat Rodeo Podcast brings you three military veterans turned defense insiders, breaking down the biggest stories shaping the future of warfare.
Expect sharp insights, unfiltered debates, and the occasional defense industry hot take—because let’s be honest, this space can be a total goat rodeo.
Listen on other platforms:
Spotify: https://open.spotify.com/show/2mTJ1oJEgB3rCbQouCL7XD?si=9b2647b843144469
Apple Podcasts: https://podcasts.apple.com/us/podcast/goat-rodeo/id1801310605
YouTube: youtube.com/@GoatRodeoPodcast
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