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I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is justified, and why I pay attention to I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is justified, and why I pay attention to

Euphoria Has Taken Over The Markets — ft. Barry Ritholtz

Author: The Big Picture

Source: The Big Picture

2026/06/22 20:30

1 min read

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I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is justified, and why I pay attention to the company’s float.

We also discuss why I find the comparisons to the dot-com bubble misguided, what to make of the circular deals in the AI industry, and how to think about hedging in today’s market.

I have known Scott since his first book, “The Four,” came out a decade ago; I am looking forward to getting to know Ed (see you at dinner Weds!)

Sources:
Prof G Markets

Apple Podcasts

Spotify

The post Euphoria Has Taken Over The Markets — ft. Barry Ritholtz appeared first on The Big Picture.

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