Morgan Brennan

speaker

129 appearances 1 recordings 1 series first heard Jun 2026 last heard 9 Jun

Morgan Brennan’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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The Master Investor Podcast with Wilfred Frost · Should You Buy Space X? | IPO Special · 9 Jun 2026 podcast

And so it's really, it is a company crafted by Elon that is led by Elon and has very little in terms of governance other than Elon.

And so for better or worse, you have a lot of investors, particularly on the institutional side of they're saying, hey, wait a second, like this is egregious.

This has a lot of room for error.

There's a lot of risk attached to this.

We've never quite seen anything like this in the marketplace.

And oh, by the way, this is a company that's now going to be added very quickly to something like the NASDAQ 100.

And now you're going to have a lot of passive investors and funds that are going to be forced to buy whether they want to or not.

Just this idea of conflicts of interest and risks inherent in the governance structure.

So that's the critical side of it.

I think the other side of it is if you believe the company is Elon and Elon is the company, then that would be the argument around having a governance structure like that.

Yeah, that's not quite where we ended up.

It's really a mixed bag here.

So the NASDAQ is actually moving for faster inclusion here.

SpaceX will be the first of what is expected to be a number of examples of these mega cap names that come to market here and raise oodles of cash and have huge valuations like we've never seen before in terms of IPOs.

So SpaceX, Anthropic, potentially open AI before the end of the year, potentially.

And so SpaceX will enter the NASDAQ 100 two weeks after it goes public here.

S&P 500 was expected to be, they were considering something similar.

Some of the other indexes were considering something similar as well.

Ultimately,

Some of these other ones, most notably S&P, have passed on changing the rules.

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