Daniel Ziffer

speaker

2,266 appearances 25 recordings 3 series first heard Apr 2026 last heard 9 Sep

Daniel Ziffer’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 25 in all, peaking in Jul 2026 with 14.

Appearances

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ABC Business Daily · Will Moonshot’s AI bring Silicon Valley back to earth? · 21 Jul 2026 podcast

wild.

When the market falls a lot and they suspend trading, does anyone calm down in the period before they, and then they resume?

Has that ever worked?

So we've had these big impacts.

Doesn't this show kind of the inherent volatility that comes with so much of our growth and investments in a sector where the advances are really rapid, but there are also companies working discreetly and very difficult to independently analyse what they're doing?

So Chinese chipmaker CXMT made big waves last week.

It's looking to raise almost 10 billion US dollars in a bid to go public on the Shanghai exchange.

These Chinese companies, CMXT, Moonshot, it seems like an almost existential threat to what's been really established major US tech titans that we are very invested in as well.

We see this every year where the ASX 200, our flagship index, which tracks the value of the top 200 stocks, recalibrates.

And it's like the English Premier League relegation where a few get kicked out and a few high performers from below get put in.

Those companies, then their share price goes up because everyone who's in these index-hugging funds, these passive funds, has to invest in them.

We've seen that with SpaceX because they have essentially changed the rules to get them into these index really fast.

Now, we spoke to Alicia Barry on the pod last week about that slip in SpaceX's share price.

Ian, you point out in your article something really interesting.

The SpaceX share valuations are based on revenue rather than profit.

How substantial is that difference?

All this stuff is speculative.

This is not investment advice.

But Ian, I'm pretty confident we're not going to be doing this pod together in 203 years.

Ian, I'll see you on the Journalist for Mill, where we go up to inspect the space AI centres shortly.

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