The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market
On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss:
(00:00) Introduction
(02:57) Rupert's Background and the SpaceX IPO
(06:04) Understanding the Lockup Period for SpaceX
(09:04) Market Dynamics and Capital Raising Trends
(11:52) The Impact of Indices on Market Valuations
(15:03) Hyperscalers and Their Capital Raising Strategies
(17:51) The Future of AI IPOs and Market Sentiment
(34:40) The Role of AI in Market Valuations
(38:17) Understanding Addressable Market in IPOs
(46:34) Navigating Bull Markets and Historical Context…
The skinny
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