Patrick Boyle

speaker

346 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Patrick Boyle’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 — 1 in all, peaking in Jul 2026 with 1.

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Prof G Markets · Wall Street Is Pumping SpaceX — So Why Is It Falling? · 13 Jul 2026 podcast

And it was sort of tied into like, you know, which bank will I let lead the IPO?

Well, the one with the analyst who'll say the most good things about the company, right?

We need to get the price up.

And I think even back then,

IBD, the investment banking division, got to put in as to how much of a bonus the analysts would get.

So that was all separated.

You know, investment banking couldn't influence, you know, research reports after that, or at least that was the idea.

But it's worth noting that SpaceX, which, you know, they raised, how much did they raise in the IPO?

Was it 85?

85 billion.

There's a research report out from a guy called, he's got a sub-stack called Cape Fear Capital.

And he dug through the IPO prospectus and very carefully added up all the uses of funds.

Because normally in an IPO prospectus, it's sources and uses of funds.

Like, why are you raising this money?

What do you need it for?

And it was all spread out and like not very clear at all, but he added it all up.

And I think he worked out that they need $235 billion in spend between now and 2030, so four and a half years.

So that actually means if you're working at, you know, Goldman Sachs, Morgan Stanley, any of the big investment banks, that Elon will be deciding, you know, they need to raise capital.

They'll be asking the banks to raise that capital.

Banks charge about, you know,

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