Jul 12
TIP830: SpaceX (SPCX): Is It Really Worth $2 Trillion Dollars? w/ Kyle Grieve & Shawn O'Malley
In today's episode, Kyle Grieve and Shawn O’Malley analyze SpaceX's blockbuster 2026 IPO, dissecting the company's three segments: Space, Connectivity, and AI. They’ll also look at its history, moats, capital allocation, debt, and incentive structure. They’ll stress-test SpaceX's ... Show More
1h 13m
IN THIS EPISODE, YOU’LL LEARN:
01:10 - Why we have cycles.
02:11 - What the credit cycle is.
09:16 - How are cycles interrelated.
11:53 - Where we are in the real estate cycle.
17:55 - Where we are right now in the cycle.
25:35 - How adjusting risk to your portfolio depends on the market cycle.
31:02 - Why junk bonds might be a good investment depends ... Show More