Isabel Lee

speaker

235 appearances 6 recordings 1 series first heard May 2026 last heard 28 Aug

Isabel Lee’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 — 6 in all, peaking in Jun 2026 with 3.

newest first · ▶ plays the moment

Bloomberg Tech · Nvidia Gets Into the PC Market With New Chip · 1 Jun 2026 podcast

I'm smiling if people are just listening.

And some people were like, why will we even buy this if it will be in our brokerage in the index funds in just a few months?

So there is that thinking of like, how will this reshape passive investing?

Will traditional money managers have to reallocate because they don't want to be too overweight on one thing?

I mean, where is SpaceX going to be categorized under even industrials, tech or communication?

So lots of unknown, but definitely consequential.

Because a play on Tesla and a play on SpaceX is really just a belief on Elon.

And if you're invested in Tesla and SpaceX, are you too over-concentrated on Elon?

Now, I know that these are two separate companies, and within those two companies are multiple companies, it feels like.

And they have different valuations, different technicals, but it's all really Elon at the end of the day.

So that's what one analyst was telling me also.

Like, if you're into Tesla, would you sell that because you're going to be in SpaceX?

And SpaceX, of course, is also Elon.

in the index.

So really lots of over-concentrated risks.

And it's not just Tesla.

I mean, soon we'll see open AI, we'll see Anthropic, which the show has covered a lot.

What's that going to mean for your brokerage as an ordinary American?

I mean, you're going to have such a huge concentration of tech.

And do you want that for your portfolio?

Showing 161–180 of 235 · page 9 of 12