Goat Rodeo #7 W/ Noah Sheinbaum – Free Market Optimism, Executive Orders with Teeth, Defense Gameday

This episode: Noah Sheinbaum joins the crew to talk Defense Gameday, trade show fever dreams, and what recent executive orders from the White House could mean for defense tech companies. With Simon out this week, Garrett, Dave, and Noah dig into how policy is shifting —and what founders should be doing right now to take advantage.

They break down the rise of “new primes,” why dual-use still matters, and why now’s the time to re-engage old leads, bid more COTS, and outmaneuver incumbents. The team also zooms out to look at the broader macro picture: venture capital uncertainty, tariffs, and whether free market optimism is enough to compete with authoritarian rivals who move top-down—and at scale.

 

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://spoti.fi/3XMsXDi

Apple Podcasts: https://lnkd.in/eS7-YHrb

Youtube: https://youtu.be/-60VlZCvr3E