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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jun 2026 with 2.
Appearances
Stock Club · #315: How to Invest Through Booms, Busts & Bubbles (w/ Ben Carlson) · 11 Jun 2026
podcast
Which, again, is kind of like, Ben Thompson at Tritechery had a really good piece on this.
He said, if you look just at the numbers, you would think that a $2 trillion valuation is absolutely insane.
But he says, people are thinking through them doing Starlink satellites and them doing data centers in space.
They're thinking through what this could be.
And it's funny how much benefit out investors tend to give a guy like Elon Musk.
His investors have given him the benefit out at every turn.
Every time he would raise equity for Tesla, you'd think,
we're going to have more equity, it's going to dilute current shareholders, the price should go down.
And every time the price would continue to go up, because they gave him the benefit out of, oh, yeah, but he's taking that equity, the money he's raising with the equity, and he's going to do something with it.
And so,
investors forever have seemingly giving him the benefit out and that seems like it's something that's happening here too right that they're giving spacex benefit out so from that perspective i i'm not smart enough to guess what's going to to happen but you're right if you're just a fundamental analyst and you look at the numbers you'd go this is insane this doesn't make any sense yeah
This is probably the wrong term, but it's almost like a religious cult in that they give him the benefit of the doubt, and that's what happened with Tesla, right?
The whole way up for Tesla, the fundamental analysts were saying, this doesn't make any sense.
The valuation doesn't make sense.
He's raising equity to dilute current shareholders.
It doesn't make sense.
And the stock kept going up because he would use it.
And so this has a feel to that as well.
The question is like, you know, can the cult have two different deities, right?
Tesla and SpaceX.
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