
The episode discusses the implications of SpaceX and other AI companies going public and their potential impact on investment strategies.
SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in stocks tied to AI. And finally, if you do buy SpaceX, what would need to happen to earn a reasonable return on your investment? Sponsors Delete Me – Use code David20 to get 20% off NetSuite Retirement Investing Webinar and Portfolio Cohort Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes Space Exploration Technologies Corp. Form S-1 Registration Statment Under the Securities Act of 1933—SEC Elon Musk Is Dropping a Boulder in a Kiddie Pool by Matteo Wong—The Atlantic Passive Aggressive: The Risks of Passive Investing Dominance by Chris Brightman and Campbell R. Harvey—SSRN Passive Investing and Market Quality by Philipp Höfler, Christian Schlag, and Maik Schmeling—SSRN Investments Mentioned iShares Core S&P 500 ETF (IVV) Tema S&P 500 Historical Weight ETF Strategy (DSPY) Defiance Large Cap ex-Mag 7 (XMAG)…
Host: J. David Stein
Organizations: SpaceX, Anthropic, OpenAI, The Atlantic, SSRN
Products: iShares Core S&P 500 ETF, Tema S&P 500 Historical Weight ETF Strategy, Defiance Large Cap ex-Mag 7, Invesco S&P 500 Equal Weight, Invesco FTSE RAFI US 1000
Books & works: Elon Musk Is Dropping a Boulder in a Kiddie Pool
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