Ben Carlson

speaker

1,555 appearances 4 recordings 4 series first heard Apr 2026 last heard 11 Jun

Ben Carlson’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.

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Stock Club · #315: How to Invest Through Booms, Busts & Bubbles (w/ Ben Carlson) · 11 Jun 2026 podcast

And, like, yeah, but we're doing data centers in space, and we're landing rockets, and so, like.

That, to me, is just interesting to think through, the financials versus the expectations of, what could this be?

But yeah, there's a lot of people who are mad at the index providers for bending over backwards and changing their rules.

I can see both sides, because in some ways, they have to adapt to the new way of things working.

The fact that these companies are staying private for longer and trying to represent the markets.

I don't have all of the details yet, but it does sound like they're going to kind of position these companies based on like how much of their free float is available, right?

Because SpaceX is not going to sell all the equity, right?

Yeah, so I think we did some work internally.

We figured, you know, it's not like SpaceX is going to be like a 3% position right away.

It's going to be like, I think we figured the size of like Amgen or something.

So it's, I don't know, you know.

not nearly as big.

But it does feel like, in some ways, they're trying to force the index providers to be the exit liquidity in some ways, or be the natural.

They're forced buyers.

So, I'm guessing the index providers are going to continue to monitor this and change the rules as things happen.

So, I do give them a little bit of credit for wanting to change with the times.

But it does certainly seem like some of these companies are forcing the hand of index providers, right, to be that liquidity for them at, you know, what some people think is a high valuation.

The valuation part is that's the hardest thing.

You know, no one's going to care.

Yes, yes.

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