The Master Investor Podcast with Wilfred Frost · 2026-06-09 · 54 min
In this special episode of The Master Investor Podcast we explore the upcoming IPO of SpaceX - the largest IPO of all time, set to begin trading on Friday 12 June, raising $75bn in fresh capital, valuing the firm at close to $1.8trn. Wilf is joined by CNBC’s Morgan Brennan to set up the details with a breakdown of SpaceX’s business model, all of the key numbers, and how we got to this point. Wedbush Securities’ Senior Research Analyst Dan Ives then gives the bullish take on the IPO. Followed by Nicolas Owens from Morningstar - a rare Bear on Wall St on this deal - who thinks the company is worth half the mooted listing price. Read Nicolas' Note here - Rounding things off, Wilf discusses the likely impact of the IPO on the broader markets with founder of The Bear Traps Report - Larry McDonald. If you are debating buying shares in the SpaceX IPO then this is a critical listen for you. Recorded 7th and 8th June 2026.
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