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Show Notes

[00:02:42] - [First question] - The origin and overview of the term American Dynamism

[00:05:01] - Why the shift to a move slow and make sure nothing breaks mentality

[00:07:31] - What about the American system today feels broken and stale

[00:09:48] - Becoming a journalist at The Washington Post

[00:11:35] - Describing the power landscape of media as it exists today

[00:12:28] - Major categories of American Dynamism that matter most

[00:14:29] - What matters more or less to her as an investor in these categories

[00:17:31] - Whether or not there’s anything fundamentally broken about our government

[00:19:36] - What excites her about aerospace and defense and what creates opportunity and demand in these sectors

[00:22:44] - Explanation of what it means when the factory is the product

[00:23:47] - How much is flowing into aerospace and defense currently

[00:26:01] - An overview of how lobbying works and who does it and why

[00:29:07] - Whether or not she considers these sectors from a bottom up perspective as in investor

[00:30:32] - What other categories she feels pulled towards

[00:33:09] - The biggest problems that currently exist in the K-12 school system

[00:35:34] - Thoughts on how states are competing citizens and how it plays into American Dynamism

[00:37:34] - The role immigration will play in range of outcomes in these main categories

[00:39:32] - Key takeaways about housing in light of American Dynamism

[00:42:09] - Her interpretation of the chart that shows inflation in categories over time

[00:44:40] - How different the investing dynamics are in all of these categories and thoughts on valuation in this world

[00:47:56] - Whether or not expected returns and risk profiles are different in this area

[00:48:36] - The importance of effective a founder’s storytelling, knowledge and customer empathy

[00:49:55] - Overview of the anatomy of a great story

[00:51:30] - The story she tells founders at this stage so establish a partnership

[00:52:46] - The kindest thing that anyone has ever done for her