Govcon Giants

Today's guest, Robert Miller, brings a rare 360° GovCon perspective—15 years in government (Peace Corps → Capitol Hill → White House → CIA) followed by eight years in defense tech and AI sales. Rob led federal sales at Hawkeye 360 and CrowdAI (acquired in 2023) and now oversees $75M ARR across three divisions at a major defense contractor. In this episode, we break down how startups can truly win...

In this thought-provoking episode, we tackle one of the biggest economic and societal shifts of our lifetime — artificial intelligence. The guest draws bold comparisons between AI and past revolutionary inventions like the steam engine and electricity, calling it a massive game changer that will reshape productivity, the job market, and even global wealth distribution. While AI promises innovation...

In today's episode, we dive deep into leadership, legacy, and lessons from one of the Air Force's top decision-makers. Reflecting on his tenure, he shared the three major accomplishments that shaped the force's trajectory — from advancing modernization through $100 billion in operational imperatives to restructuring training and investment systems for great power competition. Perhaps most importan...

Today's discussion hits home for entrepreneurs and small business owners navigating this volatile economy. While large corporations like Microsoft or JPMorgan are setting market highs, small caps remain stuck in correction—mirroring the reality for Main Street. The biggest threat? Monetary policy, not fiscal policy. With interest rates still 125 basis points above equilibrium, small businesses—who...

Today we dig into the hard truths of small-business innovation in defense: most startups won't sell end items—they'll be 1st– or 2nd-tier subs whose tech is embedded in a prime's system. We unpack why founders fear losing IP to primes (and why we need better mechanisms than today's SBIR handoffs), where OCONUS opportunities really exist (think F-35 supply-chain niches and vetted foreign subsidiari...

In this episode, we take a deep dive into how executive power really works in the U.S. government — from executive orders and OMB oversight to how federal procurement priorities shift when a new president takes office. My guest, Dr. Andy Rudalevige, one of the nation's leading scholars on the presidency, breaks down how executive orders shape policy, how OMB quietly influences every dollar that ge...

In this episode of The Daily Windup , we dive deep into America's fiscal reality check — and it's not pretty. Federal spending is now 53% higher than before the pandemic, with annual deficits exceeding $2 trillion. The interest alone on the national debt has reached $1 trillion, surpassing the Pentagon's entire budget and soon to overtake Medicare. My guest explains why both parties are trapped in...

In this episode of The Daily Windup , I sit down with Frank Kendall, former Secretary of the Air Force, to unpack one of the toughest challenges facing national defense today — the shrinking U.S. industrial base. Frank explains how, after two decades of decline, the U.S. no longer has the production capacity or lead times to meet urgent wartime demand. We've seen this shortage firsthand in the fig...

In today's episode of The Daily Windup , we break down what the latest Federal Reserve Beige Book is really saying — and why it's sending a chilling warning most investors are ignoring. According to the Fed's own field reports, economic activity has "declined slightly" across three-quarters of the U.S., with only a handful of districts showing modest growth. The tone of this Beige Book is weaker t...

In this episode, I sit down with Frank Kendall and talk about one of the biggest traps in defense procurement — the endless search for "acquisition magic." Frank exposes why every few years, someone promises a revolutionary new system to fix everything — and why those reforms almost always fail. From $30 billion MRAP programs that saved lives but were later abandoned, to R&D overruns averaging 25%...

Today I sit down with insurance expert Wes to demystify the policies every government contractor needs but few truly understand. We cover why a General Liability (GL) policy typically includes attorney fees (if you notify the carrier before hiring your own lawyer), why a certificate ≠ the policy, how exclusions (like aviation work) can leave you exposed, and how audits can trigger surprise bills i...

In this episode of The Daily Windup , we dig into one of the biggest myths floating around right now — that the U.S. economy has somehow become recession-proof. Despite headlines saying everything's fine, the hard data tells a different story: real GDP has dropped in two of the last three months, growth has fallen from 3.2% to just 1.3%, and both soft and hard data are flashing warning signs. Yet,...

In this episode, I talk with Frank Kendall, former Secretary of the Air Force, about how artificial intelligence is reshaping defense and government contracting at lightning speed. Frank explains why AI isn't just a buzzword—it's "software that works"—and why the government must learn to be a smart customer, not a slow gatekeeper. We also break down how large language models like ChatGPT are drivi...

In this episode, I dive into one of the most perplexing financial phenomena of 2025 — the S&P 500's explosive rally to new all-time highs. Despite no rate cuts, no fiscal stimulus, and no major breakthroughs, the market has surged more than expected — a "four sigma event" that's occurred only 0.4% of the time in the past 35 years. We break down how psychology, not fundamentals, is fueling this run...

In this episode, I sit down with Frank Kendall, former Secretary of the Air Force and Undersecretary of Defense for Acquisition, Technology, and Logistics. Frank shares what's really happening behind the scenes of the newly announced $175 billion "Golden Dome" program—a reboot of Reagan's Strategic Defense Initiative that could balloon to $500 billion. We talk about what this means for government...

In this episode of Govcon Giants, I sit down with Lisa Shea Mundt, Co-Founder of The Pulse of GovCon, to unpack how artificial intelligence is transforming the federal marketplace — from the GSA's Grok AI rollout to the Pentagon's $200 million AI investments. With 14 years of experience and billions in proposal wins, Lisa shares a front-row view of how automation is reshaping the bid process — and...

In this episode of The Daily Windup , I expose the hard truth about financing in government contracting—why banks lend only to those who don't need money and how the wrong SBA loan can trap you for years. We unpack a real story of a contractor who borrowed $800,000 under a 10-year SBA loan only to find it blocked her from getting new funding for awarded contracts. I also share how the SBA's EIDL l...

In this episode of The Daily Windup , we explore how small businesses can leverage over 200 proven GovCon templates and AI-powered tools to win millions in government contracts—while also learning how shifting regulations and compliance costs are reshaping the financing landscape for contractors. I also share a real-world story of one entrepreneur who scaled her business over 15 years, exited succ...

In this episode of The Daily Windup , I break down how billions in government contracts go unclaimed every year—and how to make sure your business isn't part of that statistic. We walk through the pitch deck process, TRL levels, and the exact details you need to win over DoD evaluators. You'll also learn why following formatting instructions (yes, down to Times New Roman font) could mean the diffe...

In this episode of The Daily Windup , I dive into what separates struggling government contractors from the ones winning consistently—it's not luck, it's relationships. We uncover how transparency, community, and the right financial partners can make or break your business. I share why visibility matters (Encore's team hit 24 conferences nationwide ), what questions to ask your lender, and why ign...

In this Govcon Giants episode, I sat down with Eric Raven, former Under Secretary of the Navy (2022–2024) and longtime defense budget insider, to uncover how a $260B department with nearly 900,000 people actually buys from tens of thousands of small businesses—and where the next wave of Government contracting dollars is headed. From small-business access through Gold Coast ( Navy Gold Coast Confer...

In this episode of The Daily Windup, we explore why project management skills—not just certifications—can make or break your success in business and government contracting. From PMP to Agile to Lean Six Sigma, today's guest explains how learning the language of project management changes the way veterans and small businesses enter the civilian market, build credibility, and drive profitability. Wh...

On this Daily Windup, Craig Cohen returns to break down one of the biggest landmines in government contracting finance: the "up to" trap. That line on your term sheet might sound generous, but it's designed to keep you jumping through hoops while banks nickel-and-dime you with endless hidden fees. Eric shares his airline analogy that makes the whole scam click instantly. The danger behind "up to"...

On today's episode of The Daily Windup, we dive into the costly mistakes small businesses make when jumping into government contracting too soon. Our guest breaks down why rushing to bid without preparation backfires, the importance of aligning opportunities with your long-term strategy, and how proper market analysis and patience can make or break your success. Why bidding too early leads to term...

In today's Daily Windup, I sit back down with Craig Cohen, VP of Business Development at Encore Funding, to uncover the hidden ways banks quietly deny small businesses—even when you're holding multi-million-dollar government contracts. From rejecting companies for being "too liquid" to charging an "unused line" fee when you don't even borrow, Craig exposes how traditional finance prioritizes prote...