SpaceX IPO, AI Boom & Iran War: What It Means for Markets in 2026

In this episode of Talk Money To Me, we unpack one of the most complex market environments in recent years — where geopolitical risk, inflation pressures and blockbuster IPOs are colliding at the same time.Recorded on 13 April 2026, Felicity Thomas and Candice Bourke break down the latest developments in the Iran conflict, including the breakdown in ceasefire negotiations, the U.S. blockade of the Strait of Hormuz, and what this means for oil prices, inflation and global equity markets.At the same time, markets are preparing for what could be one of the largest IPO cycles in history, with potential listings including SpaceX, Anthropic, Databricks and OpenAI. We explore whether these mega listings will drive the next leg of growth or drain liquidity from an already fragile market.To help unpack it all, we’re joined by leading global equities investors:Alex Pollak (Loftus Peak)Nick Griffin (Munro Partners)Together, we cover:What’s really happening in the Iran conflict and why markets are reactingOil above US$100 and the implications for inflation and interest ratesWhether we are officially in a market correction phaseThe investment case for SpaceX, Anthropic, and DatabricksHow investors should think about AI, valuations and capital intensityWhy ETFs like the BetaShares Nasdaq 100 ETF NDQ may be a smarter way to gain exposureThis is a market being pulled between fear and future and understanding how to position your portfolio has never been more important.📩 Contact UsIf you’d like to discuss how these themes apply to your portfolio, feel free to reach out:📧 [email protected]📧 [email protected]⚠️ DisclaimerThis podcast is general information only and does not take into account your personal objectives, financial situation or needs. You should consider whether the information is appropriate for you and seek professional advice where necessary.Felicity Thomas and Candice Bourke are Authorised Representatives of Shaw and Partners Limited (ABN 24 003 221 583, AFSL 236048).Any views expressed are those of the presenters at the time of recording and may change. Past performance is not a reliable indicator of future performance. Hosted on Acast. See acast.com/privacy for more information.