
SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam
From Monetary Matters with Jack Farley by Jack Farley
April 30, 2026 · 47 min
About this episode
Moez Kassam discusses his contrarian investment strategies and insights on the SpaceX IPO and other market opportunities.
Monetary Matters is now streaming daily as part of Monitoring the Situation. Join us live on X and YouTube from 4 to 5 PM ET Monday through Friday @MTSlive for live interviews and analysis breaking down the market’s most important situations. This is recording of a recent live interview from MTS. Hosts Jack Farley and Max Wiethe are joined by Moez Kassam, the Chief Investment Officer of Anson Funds. Moez breaks down his strategy for generating alpha by acting as a contrarian and fading the crowd during times of rampant market speculation. In this episode, we cover: • The SpaceX IPO Rumors: Moez discusses the potential mechanics of the largest expected IPO in history and the rumors of early investor unlocks. He also details the "Day 9" trading strategy surrounding Nasdaq index inclusion. • The Massive Cannabis Opportunity: Learn why Anson Funds believes the U.S. cannabis sector could see a 400% move in a few years. Moez breaks down the DEA's descheduling process and the elimination of the restrictive 280E tax code. • Software and Activism: Why the indiscriminate selling of software stocks has created a massive opportunity for free cash flow investors and activist campaigns. •…
People in this episode
Hosts: Jack Farley, Max Wiethe
Guest: Moez Kassam
Topics covered
- SpaceX IPO
- market speculation
- cannabis investment
- software stocks
- emerging technologies
- crypto insights
Keywords
- SpaceX IPO
- Moez Kassam
- cannabis sector
- software stocks
- AI technology
- crypto conference
Mentioned in this episode
Organizations: Anson Funds, SpaceX, DEA, Nasdaq, Trump Crypto Conference
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