Wilfred (Wilf) Frost

speaker

2,338 appearances 15 recordings 1 series first heard May 2026 last heard 3 Aug

Wilfred (Wilf) Frost’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 — 15 in all, peaking in Jun 2026 with 6.

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

Learn more at ibkr.com forward slash master investor. voice-verified

This episode is brought to you by LSEG, the leading global financial markets, infrastructure, data and analytics provider. voice-verified

To learn more about how LSEG connects businesses, investors and markets worldwide, visit lseg.com. voice-verified

Well, as Morgan outlined for us there, so much of this $1.8 trillion valuation for SpaceX is based on the hope of potential huge growth in the future. voice-verified

If we, though, were to look backwards in terms of the most recent year's numbers, it is an extraordinary multiple to look at. voice-verified

SpaceX had revenues of $18 billion and we're talking about a nearly $2 trillion valuation. voice-verified

Very rough calculations puts that on a hundred times price to revenue. voice-verified

For context, the S&P 500 is currently trading at three times voice-verified

price to revenue, which itself is at the top end of its historical range. voice-verified

The FTSE 100, for context, is at 1.3 times. voice-verified

We're talking about 100 times, admittedly, backward-looking price to sales for this SpaceX valuation. voice-verified

So let's talk about the valuation and to give the positive take on it, voice-verified

We are joined now by Dan Ives of Wedbush Securities. voice-verified

Dan, it's great to see you again. voice-verified

Well, we're really grateful for you making the time. voice-verified

As you said, it's a massive, massive week ahead. voice-verified

Let's get straight into the SpaceX numbers, which I know you're always a bull on Elon Musk. voice-verified

You have been right to be a bull on Elon Musk many, many times, and he's proven the doubters wrong on a number of things. voice-verified

Touch on us first of all, though, on this total addressable market, the TAM, in the SpaceX S1. voice-verified

$28.5 trillion TAM. voice-verified

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