The $2 Trillion Space IPO, and the Most Crowded Trade Nobody's Talking About.

Podcast: Risk and Return with Charlie Gasparino and Bob Sloan · S3 Partners

Opublikowano: 2026-06-19

Charlie Gasparino and Bob Sloan open on the biggest IPO event in years: SpaceX going public at a $2 trillion-plus valuation, a deal Charlie frames as a cultural moment and "a referendum on how the country feels about itself." They dig into the S-1 — the AI buildout, the Starlink and xAI pieces folded in, the ~$100B raised across debt and equity — and Bob's central question for any pre-cash-flow company: when does the cash-burn number get to zero? On the short side, Bob notes the data is too volatile in the first weeks to read cleanly, estimating only around 10 million shares shor...