I sat down with @MorganLBrennan to discuss: - the SpaceX IPO - rise of defense tech - America's re-industrialization movement - White House investing like a PE firm - why spectrum is hottest commodity in AI arms race YouTube: https://www.youtube.com/watch?v=NG4jGwnxDhw&pp=0gcJCR4LAYcqIYzv Spotify: https://open.spotify.com/episode/0HLUcCwzKRQshEkDJPqXVD?si=tmVZbZvdTauXbvLBFVROfg Apple: https://podcasts.apple.com/us/podcast/the-spacex-ipo-will-be-the-biggest-wealth-creation/id1434060078?i=1000770241474 TIMESTAMPS: 0:00 - Intro 0:51 - SpaceX IPO breakdown & what investors need to know 7:31 - Government & private enterprise: navigating regulation 10:03 - SpaceX wealth creation & the constellation of startups it spawned 14:04 - Peter Thiel's outsized impact on national defense 16:48 - Re-industrialization & tariffs 22:09 - How America's re-industrial movement is taking root 27:01 - White House asset management & allocating capital 35:18 - JPMorgan, private capital & the pro-America shift 38:41 - Iran, markets & the economic outlook 44:08 - Defense tech: who can build it AND sell it 51:38 - Spectrum: the hottest commodity in the AI arms race 53:34 - Starlink, launch costs & the satellite boom 56:19 - Can public markets absorb the IPO wave?(Anthony Pompliano 🌪)