April 14, 202600:52:18

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.


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Hosts: Malcolm Ethridge, Ricky Mulvey

Guest: Yuri Khodjamirian

Engineer: Tim Sparks


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No transcript available.