Should You Buy Space X? | IPO Special

About this episode

The episode discusses the upcoming IPO of SpaceX, featuring expert opinions on its business model and market impact.

In this special episode of The Master Investor Podcast we explore the upcoming IPO of SpaceX - the largest IPO of all time, set to begin trading on Friday 12 June, raising $75bn in fresh capital, valuing the firm at close to $1.8trn. Wilf is joined by CNBC’s Morgan Brennan to set up the details with a breakdown of SpaceX’s business model, all of the key numbers, and how we got to this point. Wedbush Securities’ Senior Research Analyst Dan Ives then gives the bullish take on the IPO. Followed by Nicolas Owens from Morningstar - a rare Bear on Wall St on this deal - who thinks the company is worth half the mooted listing price. Read Nicolas' Note here - https://www.morningstar.com/stocks/spacex-what-investors-need-know-about-its-enormous-upcoming-ipo Rounding things off, Wilf discusses the likely impact of the IPO on the broader markets with founder of The Bear Traps Report - Larry McDonald. If you are debating buying shares in the SpaceX IPO then this is a critical listen for you. Recorded 7th and 8th June 2026. 0:00 Intro 2:14 Morgan Brennan sets it up 17:00 Dan Ives - BULL case 28:43 Nicolas Owens - BEAR case 42:39 Larry McDonald - impact on wider market You can watch the full…

People in this episode

Host: Wilfred Frost

Guests: Morgan Brennan, Dan Ives, Nicolas Owens, Larry McDonald

Topics covered

• SpaceX IPO
• investing
• market analysis
• bullish vs bearish
• business model
• capital raising

Keywords

• SpaceX
• IPO
• investing
• bullish
• bearish
• market impact
• business model
• capital

Sponsors

BNY Investments, Interactive Brokers, World Gold Council, London Stock Exchange Group

Mentioned in this episode

Organizations: SpaceX, Wedbush Securities, Morningstar, The Bear Traps Report

More episodes of The Master Investor Podcast with Wilfred Frost

• AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · June 8, 2026 · 59 min
• “We’ve Seen the End of Times”: Tom Michaud on Market Extremes, IPO Red Flags, and 9/11 · June 3, 2026 · 56 min
• Memory Is A Bubble, But Nvidia Protected – Jan Van Eck On Semis Surge · May 27, 2026 · 54 min
• Bull Case Holds for 2026 – Lori Calvasina · May 18, 2026 · 50 min
• Dan Niles: Be Nimble - 30-50% AI Crash By 2027 · May 12, 2026 · 50 min
• The Bull Case for China: The Best Opportunity Right Now? | Louis Gave · May 4, 2026 · 45 min