May 26, 2026 | Season 8 | Episode 16
SpaceX is finally nearing the public markets and the hype is already loud, but we’re not treating it like a fairy tale. We walk through what a SpaceX IPO could look like at an enormous valuation, why mega IPOs often behave differently than classic “ground floor” listings, and what history says about first-day pops versus the next three years. We also dig into the mechanics that can move the stock after the opening bell, including lockup expirations, insider supply, and the buying pressure that can come later when major indexes and index funds need to add shares.
From there, we widen the lens to the daily drivers behind today’s tape: Middle East negotiations, oil sliding, Treasury yields easing, and why that combination can lift equity futures even when the geopolitical backdrop feels unstable. We preview key US economic releases like consumer confidence and the PCE inflation report, and we talk about how inflation expectations and deficits feed into the bond market and, ultimately, stock valuations.
If bonds still make you uneasy after 2022, we offer a clearer way to think about risk now that starting yields are higher. We cover practical ideas like shorter-term bonds, preferred stocks, and TIPS, then discuss higher-yield options like business development companies (BDCs) with a frank look at the tradeoffs. We also share why Japan is back on the radar for global investors and wrap with a quick scan of a few “unloved” US stocks outside big tech.
Subscribe on Apple Podcasts or Spotify, share this with a friend who’s watching SpaceX, and leave a review telling us: are you buying day one or waiting for volatility to settle?
** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice.
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