Space X, AI, and the Market with Dan Hanson from Neuberger Berman

About this episode

Dan Hanson discusses the current market dynamics influenced by AI, geopolitics, and SpaceX developments.

In our latest episode of Retire While You Work®, we sit down with Dan Hanson of Neuberger Berman to break down what’s really happening beneath the surface of today’s market—across AI, geopolitics, and even space.From portfolio concentration and global risks like tariffs and supply chains, to a reality check on the AI trade—this conversation goes beyond the headlines. Where is capital actually going, and which companies have true staying power versus becoming commoditized?We also dive into SpaceX—from launch cost breakthroughs to the Starlink growth flywheel—and what a future IPO could mean for investors.A timely conversation on where value is being created and how to think long-term in a rapidly changing market.

People in this episode

Guest: Dan Hanson

Topics covered

• AI
• geopolitics
• space
• market analysis
• portfolio concentration
• global risks
• tariffs
• supply chains
• SpaceX
• IPO

Keywords

• capital allocation
• commoditization
• Starlink
• investment strategy

Mentioned in this episode

Products: Space X, SpaceX, Starlink

Books & works: Retire While You Work®

More episodes of Retire While You Work®

• Preventing Digital Scams with Scott E. Augenbaum · March 27, 2026 · 35 min
• The Power of Connection: Building a Strong Community · March 20, 2026 · 23 min
• How Can Women Build Long-Term Wealth with Olivia Hails · March 13, 2026 · 33 min
• Women & Wealth: The Power Shift Happening Right Now · March 6, 2026 · 25 min
• Ask Adams Wealth Partners Ep. 1 | Interest Rates, Investing Cash & Market Uncertainty · February 27, 2026 · 22 min
• February Market Update · February 13, 2026 · 26 min