SpaceX, Oil, and Rotation

The market got three pressure points at once: a blockbuster IPO pipeline, an oil shock, and bond yields back in the danger zone. That combination matters because it changes where money goes, how fast inflation cools, and how much risk investors are willing to carry.SpaceX IPOMega IPO liquidity squeezeOil and IranInflation and the FedBond yields and pressure pointsTech and AI rotationOracle and financing disciplineVolatility, positioning, and market breadthPrediction markets and sports bettingDefense and autonomous systemsThis podcast was created with Podkey. Make your own at https://podkey.fm