SpaceX Goes Public: Should You Chase the IPO?
The Market Insights Broadcast
<p>In this month's Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, is joined by Daniel Goeddel, MBA, Partner and Chief Operating Officer, to unpack the SpaceX IPO — what it signals about AI, private markets, and risk — alongside a jobs-driven market sell-off, the leadership transition at the Federal Reserve, falling oil prices, and the question on every investor's mind: is the AI boom a bubble?</p>
<p>Key Topics Include:</p>
<ul>
<li>The SpaceX IPO and what it signals about AI and private markets</li>
<li>Where high-conviction bets belong: the three-bucket framework</li>
<li>Why a strong jobs report triggered a market sell-off</li>
<li>The leadership transition at the Federal Reserve and the outlook for rates</li>
<li>Falling oil prices and easing geopolitical risk</li>
<li>Is the market in a bubble? What the credit and margin data show</li>
<li>Using strong markets to prepare for the next downturn</li>
</ul>