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Anna Macdonald

πŸ‘€ Speaker
120 total appearances
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Appearances Over Time

Podcast Appearances

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

But I suppose what I would say is that, you know, you can have a bit of excitement.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

There's no harm having, you know, something that really, you know, does really arouse your interest.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

But be very aware that this is not going to be, you know, you shouldn't put all your eggs in one basket.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

And you might want to just, you know, have a bit of,

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

And then you can also, you know, you might want to have something which you can have other, you can hold other things as well, which will give you exposure to this same kind of pretty exciting, exciting area in terms of AI.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

But you don't have to hold, you know, you don't have to put all your eggs into this one.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

So, yes, today I went to see Maggie Finari.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

She is CEO and runs the RIT Capital Markets.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

It's the Rothschild Investment Trust.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

And they have not only

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

holdings in SpaceX.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

They also have Anthropic and OpenAI.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

So as well as a very diversified portfolio in other private companies, in public listed companies, they have, you know, they've got a real mix of investments in there.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

So there are ways to get

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

that get into that theme that don't involve sort of just putting everything in with SpaceX, because I think a lot of people I've spoken to, you know, it's this pop, I hope you're feeling good about the pop in the share price, but we don't really know what the settled price is gonna be.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

We don't know how it's going to react to index inclusions.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

We don't know how it's going to react when some of the investors that are still holding it, when they come off lockup,

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

We just, you know, there's a lot of, you know, we just don't know.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

And I think some people I've spoken to say that it takes quite a long time for something to find its natural price.

Merryn Talks Money
The SpaceX IPO: Opportunity or Overvalued?

And so I think just be aware of that.