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Are Space Stocks Overheated? episode artwork

Apr 14, 2026 52 min

Are Space Stocks Overheated?

from The Tech Money Podcast Hosted by Malcolm Ethridge and Ricky Mulvey

SpaceX could be the biggest IPO in history. Is this the beginning of the space economy, or peak optimism? Ricky and Malcolm sit down with Yuri Khodjamirian, CIO of Tema ETFs, which runs the NASA ETF, an actively managed space fund. They discuss: Why falling launch costs are the key to the space economy. How a publicly traded ETF can own non-public shares of SpaceX. If AST SpaceMobile is a real opportunity or too far along in the hype cycle. The hidden SpaceX suppliers that investors may want to know. Contact us: [email protected] Advertising: [email protected] Hosts: Malcolm Ethridge, Ricky Mulvey Guest: Yuri Khodjamirian Engineer: Tim Sparks

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Are Space Stocks Overheated?

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