EPISODE · Jun 12, 2026 · 17 MIN
June 11, 2026 - Middle East Calm, SpaceX Hype, and the Market’s Next Move
from Market Pulse by Orestes Capital · host Orestes Capital Management
Markets are trying to price a rare combination: easing geopolitical risk in the Middle East, resilient risk appetite, and a fresh wave of excitement around private-market growth stories — including the growing buzz around a potential SpaceX IPO.In this episode of Market Pulse, we break down what a Middle East peace premium could mean for oil, rates, equities, and broader cross-asset sentiment. We also look at why SpaceX remains one of the most important private companies in the world, how an eventual IPO could reshape the market narrative, and what investors should watch as liquidity, geopolitics, and growth expectations collide.This episode connects the macro headlines to the market reaction — and separates the signal from the noise.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.
What this episode covers
Markets are trying to price a rare combination: easing geopolitical risk in the Middle East, resilient risk appetite, and a fresh wave of excitement around private-market growth stories — including the growing buzz around a potential SpaceX IPO.In this episode of Market Pulse, we break down what a Middle East peace premium could mean for oil, rates, equities, and broader cross-asset sentiment. We also look at why SpaceX remains one of the most important private companies in the world, how an eventual IPO could reshape the market narrative, and what investors should watch as liquidity, geopolitics, and growth expectations collide.This episode connects the macro headlines to the market reaction — and separates the signal from the noise.Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.
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June 11, 2026 - Middle East Calm, SpaceX Hype, and the Market’s Next Move
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