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This Time Is Different · April 14 · 52 min

Are Space Stocks Overheated?

SpaceX could be the biggest IPO in history. Is this the beginning of the space economy, or peak optimism? Ricky and Malcolm sit down with Yuri Khodjamirian, CIO of Tema ETFs, which runs the NASA ETF, an actively managed space fund. They discuss: Why falling launch costs are the key to the space economy. How a publicly traded ETF can own non-public shares of SpaceX. If AST SpaceMobile is a real opportunity or too far along in the hype cycle. The hidden SpaceX suppliers that investors may want to know. Contact us: thistimepod@gmail.com Advertising: advertising@airwavemedia.com Hosts: Malcolm Ethridge, Ricky Mulvey Guest: Yuri Khodjamirian Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

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show notes

SpaceX could be the biggest IPO in history. Is this the beginning of the space economy, or peak optimism?


Ricky and Malcolm sit down with Yuri Khodjamirian, CIO of Tema ETFs, which runs the NASA ETF, an actively managed space fund.

They discuss:

Why falling launch costs are the key to the space economy.

How a publicly traded ETF can own non-public shares of SpaceX.

If AST SpaceMobile is a real opportunity or too far along in the hype cycle.

The hidden SpaceX suppliers that investors may want to know.


Contact us: thistimepod@gmail.com

Advertising: advertising@airwavemedia.com


Hosts: Malcolm Ethridge, Ricky Mulvey

Guest: Yuri Khodjamirian

Engineer: Tim Sparks


Learn more about your ad choices. Visit megaphone.fm/adchoices

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