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June markets: SpaceX, ASX, S&P, sector performance + more

18 Jun 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

5.363 - 33.395 Glen James

Today on the show, we are doing an economic update. We are recording this on Thursday, the 18th of June. We're starting about 11, 11.15am. And I'm joined by Gemma Dale from NAB Trade. Welcome to Money, Money, Money. Thank you for having me. What we're going to try and do is we'll talk about the SpaceX IPO. We'll talk about the market update. And look, we're going to have a lot of fun in between.

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33.775 - 56.27 Glen James

If you find this episode useful, let us know in the comments. If you want us to do more of these, maybe get Gemarine to do a monthly update. I don't know. It could be fun. but primarily it will help if you're watching it on YouTube. But if you are driving or plowing with your tractor and you've got your headphones in, you'll get the gist of everything because we've got some charts and all that.

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56.33 - 77.052 Glen James

But thank you so much for listening. Let's get into it right now. Before we get into it, this show is general advice only. I've got a license to provide that advice. Full details can be found in the show description. My name's Glen James, former financial advisor. I host this show and a show called Retire Right.

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77.393 - 87.967 Glen James

I've got some books, the award-winning Quick Start Guide to Investing and the Quick Start Guide to Your First Property available where good books are sold or in the description. If you're new here, welcome.

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Chapter 2: What is the SpaceX IPO and why is it significant?

88.067 - 106.166 Glen James

If you're an old hand, welcome to M3. Let's get into it right now. Okay, Gem, we have launched. We've gone, let's get off this planet and launch out of here.

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106.226 - 107.388 Gemma Dale

Data centers on Mars.

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107.608 - 113.317 Glen James

Yeah, so SpaceX IPO'd. I don't know. I've got a lot to say about it.

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114.238 - 122.45 Glen James

At the time of recording, the share price is up about 40%. Yeah. It's a lot of money.

122.77 - 125.314 Gemma Dale

Yeah. World's first trillionaire.

125.547 - 128.716 Glen James

Yeah. They say the first trillion is the hardest, though.

129.097 - 131.543 Gemma Dale

It's been the hardest for all of us. I mean, we've really struggled to get there.

131.704 - 158.656 Glen James

Yeah. I've got heaps of thoughts. Talk to us. What are you hearing out there? And there's a question here that we'll ask. Maybe I'll read it now because we'll swing back to it. Shantarella in our group said, hi, is anyone concerned about these IPOs that industry super funds will be forced to invest in like SpaceX, OpenAI, Anthropic? and their overinflated valuation risks.

Chapter 3: What are the implications of the SpaceX IPO for index investors?

485.347 - 509.477 Gemma Dale

So if you are a fund manager and your benchmark is Misky World or is the S&P 500, you don't want to not have exposure to something that can go to the moon, no pun intended, because you may get left behind. And if your performance is awful, then no one's going to invest with you. You might lose your mandates and so on. So it creates risk even if your fund is not actually an index fund.

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510.365 - 531.968 Gemma Dale

even if they are active. Active managers have to keep an eye on the benchmark that they are benchmarked to. I'm repeating myself. If the benchmark is relevant for your fund manager, then you have to think about it as well. So for a lot of people, suddenly this is really important, unless you've explicitly chosen to have the S&P 500 in your fund, in which case you're good.

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531.948 - 535.392 Glen James

Yeah. So I use IVV in my portfolio.

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535.412 - 535.692 Gemma Dale

There you go.

535.852 - 549.867 Glen James

And so I don't have a slice of SpaceX. So we need to know that SpaceX, it's this huge company. It's broadly Starlink, which is the one that's making the money.

550.087 - 550.288

Yeah.

550.608 - 561.119 Glen James

The shuttle services and getting stuff into space ain't doing too good. And the AI stuff's taking a big bath as well, like your grok and all that. So this is a huge company.

561.68 - 561.82

Mm-hmm.

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