Oil prices are falling, bond yields are easing and investors are rotating back into risk assets – including SpaceX. But beneath the optimism, a new question is emerging: what exactly is – and will be - inside your index?
SpaceX's surge to a $2.5 trillion valuation has reignited the debate around speculation, passive investing and index concentration. If included in the Nasdaq 100 today, the company could become one of the index's largest constituents despite ongoing cash burn and a valuation that many argue is disconnected from fundamentals.
So, before buying the cookie, it may be worth checking the ingredients.
Watch the full episode to find out more!
Intro1:03 Market update
1:57 SpaceX – a meme stock that will be included in every sauce
5:41 Rotation, but...
8:41 FX update









