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EPISODE · Jan 14, 2026 · 15 MIN

SpaceX, IPOs and Other Pipedreams

from Blain's Morning Porridge · host Bill Blain

Blain’s Morning Porridge 14th Jan 2026: SpaceX, IPOs and Other Pipedreams“If something is important enough, you should try even ifthe probable outcome is failure.”This year is shaping up to be a big one for IPOs, but just how sustainable will the market be if the speculative froth drivingvaluations dissipates? SpaceX will be the big one – it is a truly extraordinary firm, but after the noise, what’s it really worth? According to my stock picking buddies the market highlight of2026 will be the SpaceX IPO. They expect it will literally go stratospheric! Me? I’m excited – I was a child of the space race – but I’m also shaking my head in disbelief – such is the curse of a bond mentality in the froth of an equity-fixated world…You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!

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