Full announcement:
https://www.war.gov/News/Releases/Release/Article/4376441/the-war-department-overhauls-innovation-ecosystem-to-accelerate-technology-to-t/ 

What does the next era of American power actually look like?

America’s Next Power Shift Is Already Underway.

In this episode of MacroMashup, Neil Winward speaks with Liz Young McNally — combat veteran and former Deputy Director of Commercial Operations at the Defense Innovation Unit (DIU) — about how AI, defense technology, and geopolitics are reshaping U.S. power faster than institutions can adapt.

From modern warfare and autonomous systems to supply chains, capital markets, and Pentagon reform, this conversation explores where real power is moving next — and why most investors and policymakers are behind the curve.

This was Liz Young McNally’s message in this conversation.

Topics discussed include:
• AI as a force multiplier in modern warfare
• Defense innovation and Pentagon reform
• Public vs private capital in national security
• Rare earths, supply chains, and U.S.–China risk
• Defense technology, returns, and long-term competitiveness

📍 Recorded December 2025

Subscribe for more deep macro conversations that go beyond headlines and into real-world mechanics.

Timestamps
00:00 – Why warfare is changing faster than governments can adapt
03:45 – The geopolitical inflection point reshaping global security
07:20 – AI as the biggest force multiplier in modern defense
10:55 – How Silicon Valley and the Pentagon began working together
14:30 – Venture capital’s expanding role in defense technology
17:50 – Rare earths, supply chains, and strategic vulnerabilities
21:40 – Autonomous systems and the economics of warfare
24:55 – Public–private capital partnerships and industrial policy
28:40 – What investors misunderstand about defense tech returns
32:10 – Leadership lessons from the US Army, McKinsey, and DIU

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Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:

YouTube: https://www.youtube.com/@MacroMashup
Newsletter: https://www.macromashup.com/

What you will learn in this episode:
• What makes a clean energy project finance ready
• How tax credits and capital stacks actually work
• Red flags that stop sophisticated investors immediately
• Why data centers are a massive emerging energy opportunity
• How lenders and family offices are moving differently right now
• A simple playbook for both developers and investors entering the market 

Subscribe for more MacroMashup episodes and visit macromashup.com to join the newsletter.
For help structuring energy deals or aligning project finance with incentives, visit Dakota Ridge Capital.

Timestamps
00:00 What makes clean energy projects finance ready
01:00 Who is Neil Winward and what Dakota Ridge Capital does
03:00 How developers prove demand and project credibility
04:05 Anaerobic digester project success case
06:00 Clean hydrogen project in California and its incentives
08:00 How the capital stack works in clean energy finance
13:00 Why some clean energy deals never get built
19:00 Political shifts and new clean energy opportunities
22:00 Where investors with 5 to 10 million should deploy capital
23:00 Why data centers are the next big clean energy market
28:00 Final advice for investors and developers entering the space

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Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:

YouTube: https://www.youtube.com/@MacroMashup
Newsletter: https://www.macromashup.com/

From Vanguard’s clarity to Robinhood’s missteps and Goldman Sachs’ trust gap, Howard breaks down what makes or breaks a financial brand. They discuss:

• How to build authentic financial storytelling
• Why clarity beats complexity in wealth management
• Lessons from rebranding the U.S. Army
• The future of AI and human connection in branding

🎧 Listen for insights on brand trust, macroeconomics, and marketing strategy

Timestamps:

00:00 – Intro: The myth of “new” financial ideas
02:00 – Why clarity and simplicity matter in finance
05:00 – The danger of empty brand promises
07:00 – Authenticity lessons from rebranding the U.S. Army
10:00 – How Vanguard mastered trust and simplicity
12:30 – Robinhood’s rise, drift, and branding mistakes
15:00 – Goldman Sachs vs. JPMorgan: trust and leadership
18:00 – How consistency builds lasting financial brands
20:00 – The importance of staying true to your value proposition

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Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:

YouTube:   / @macromashup 
Newsletter: https://www.macromashup.com/

We dive into:

-Why the media often gets inflation and tariffs wrong
-The danger of chasing headlines instead of data
-How Bitcoin compares to the U.S. dollar in a world of currency debasement
-What investors should actually be paying attention to

Phil also shares how writing fiction sharpened his financial journalism—and why thinking like an investor is the key to separating signal from noise.

📉 Markets. 📊 Narratives. 💥 Truth bombs.

🔔 Subscribe for more bold insights from the front lines of finance.

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Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels:

YouTube: https://www.youtube.com/@MacroMashup
Newsletter: https://www.macromashup.com/

Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events.

Please subscribe to our channels: YouTube: https://www.youtube.com/@MacroMashup

 Newsletter: https://www.macromashup.com/

The content on MacroMashup is for educational and informational purposes only and should not be considered financial advice. We do not provide personalized investment recommendations. Always conduct your own research and consult with a qualified financial professional before making any investment decisions.

Thanks to our sponsor, Dakota Ridge Capital. Dakota Ridge Capital specializes in renewable energy tax credit investments, helping family offices/HNWIs and mid-sized banks and corporations preserve and grow their wealth while saving millions in taxes. Learn more at https://dakotaridgecapital.com 

As the former Comptroller General of the United States and CEO of the Government Accountability Office (GAO), David served nearly a decade at the highest levels of federal oversight, with unanimous Senate confirmation across three Presidential appointments.

A globally recognized expert in fiscal responsibility, government transformation, and retirement security, David brings over 40 years of leadership experience across public, private, and nonprofit sectors—including chairing the Defense Business Board and teaching Economics of National Security at the U.S. Naval Academy.

In this gripping episode, David warns about bond market cracks, runaway U.S. deficits, the Fed’s shrinking power, the global shift away from the dollar, and why America urgently needs a fiscal constitutional amendment.

Drawing insights from his latest book, America in 2040: Still a Superpower?, he shares a powerful roadmap for restoring the nation’s economic future before it's too late.

Find out more about David at https://americain2040.com/

Timestamps:

00:01 – Breaking the bond market: Warning signs you can't ignore

06:00 – BRICS, gold, and the unraveling of dollar dominance

14:00 – The constitutional fight to limit America's debt

18:00 – Is the Fed cornered and powerless?

24:00 – Hidden liabilities and accounting tricks exposed

34:00 – A hard money era: Are we heading back to gold?

39:00 – David Walker’s 3-step rescue plan for America 

👉 Subscribe for no-spin insights into macro trends, finance, and geopolitics. 🔔 Turn on notifications so you never miss an episode ----------------------------------------------------

Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events.

Please subscribe to our channels: YouTube: https://www.youtube.com/@MacroMashup

 Newsletter: https://www.macromashup.com/

The content on MacroMashup is for educational and informational purposes only and should not be considered financial advice. We do not provide personalized investment recommendations. Always conduct your own research and consult with a qualified financial professional before making any investment decisions.

Thanks to our sponsor, Dakota Ridge Capital. Dakota Ridge Capital specializes in renewable energy tax credit investments, helping family offices/HNWIs and mid-sized banks and corporations preserve and grow their wealth while saving millions in taxes. Learn more at https://dakotaridgecapital.com 

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Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. Please subscribe to our channels: 

YouTube:    / @macromashup  

Newsletter: https://www.macromashup.com/

 --------------------------------------------------------------------------------- Macromashup® focuses on clean energy investing, macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help investors feel empowered to make smart decisions about the what, where, when, and how to invest based on current events.

Please subscribe to our channels:

YouTube: https://www.youtube.com/@MacroMashup

Newsletter: https://www.macromashup.com/

The content on MacroMashup is for educational and informational purposes only and should not be considered financial advice. We do not provide personalized investment recommendations. Always conduct your own research and consult with a qualified financial professional before making any investment decisions.

Thanks to our sponsor, Dakota Ridge Capital. Dakota Ridge Capital specializes in renewable energy tax credit investments, helping family offices/HNWIs and mid-sized banks and corporations preserve and grow their wealth while saving millions in taxes. Learn more at https://dakotaridgecapital.com/