Nasdaq fast-tracks SpaceX IPO to capture index demand
The guest argued that Nasdaq's rule change to include SpaceX in the Nasdaq 100 within 15 days of its IPO is designed to satisfy massive institutional and retail demand for private-turned-public mega-caps.
The argument
This rule change coincides with BlackRock and State Street filing for competing Nasdaq 100 products, suggesting index providers and asset managers are positioning to offer immediate SpaceX exposure through cheap beta.
The thesis, stress-tested
✓ What validates it
- ✓Official announcement of SpaceX IPO terms and confirmed 15-day index inclusion
- ✓Launch of competing Nasdaq 100 ETFs by BlackRock and State Street
▸ Risks discussed
- ▸SpaceX delaying its IPO indefinitely
- ▸Regulatory hurdles or index committee pushback on the rule changes
Hear it yourself
"bit in the book, but there's also the lack of cash flows. And I think you have to acknowledge that. And then the gold thing, gold's been around for five thousand years. It's not going away. So we the book is called Both Sides of the Coin. Like, we wanna give people both sides because all the books are either written by hardcore evangelists Or people who hate it. Or the journalists making fun of said evangelists. Do you do you own Bitcoin? Are you allowed to? We are allowed to buy it. Yeah. But it through we have to put it like a form in and stuff."
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