SpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez Kassam

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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