Talking SpaceX IPO (FvF Ep. 190)

About this episode

The episode discusses the implications of the SpaceX IPO on market dynamics and the AI sector.

In Episode 190 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, take on the SpaceX IPO and what it could mean for indexes, mega-cap weights, and the next phase of the AI trade. They’re joined by Blake Anderson, Director of Portfolio Management at Carson Group, for a wide-ranging conversation on market breadth, small caps, tech leadership, Google’s AI spending, software, and the growing influence of data cen...

People in this episode

Hosts: Ryan Detrick, Sonu Varghese

Guest: Blake Anderson

Topics covered

• SpaceX IPO
• market breadth
• small caps
• tech leadership
• AI trade

Keywords

• SpaceX
• IPO
• market breadth
• small caps
• AI
• tech leadership
• Google

Mentioned in this episode

Organizations: Carson Group, Google

Products: AI

More episodes of Facts vs Feelings with Ryan Detrick & Sonu Varghese

• Live from Chicago with Jim Bianco and Jeff Kilburg (FvF Ep. 191) · June 10, 2026 · 53 min
• Deal or No Deal (FvF Ep. 189) · May 27, 2026 · 1h 10m
• Welcome to the Party, Mr. Warsh (FvF Ep. 188) · May 20, 2026 · 55 min
• Party Like It's 1999 (FvF Ep. 187) · May 13, 2026 · 58 min
• Talking 'Sell in May' with Jeff Hirsch (FvF Ep. 186) · May 6, 2026 · 54 min
• Still Searching For Buffett (FvF Ep. 185) · April 29, 2026 · 43 min