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Beer tax beats Big Oil, a bold small cap for the Community Portfolio & the $880 billion space economy
Description
Space isn’t science fiction anymore, it’s an $880 billion industry today.
From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.
Plus, the community portfolio expands with a pitch from Dave.
In this episode:
0:00 Intro
1:12 Earnings season roundup: banks, BHP, and volatility
4:34 Beer tax vs resources tax + IMF housing warning
6:38 Community portfolio update: can we beat the ASX 200?
8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot
14:49 What is the space economy, and what counts as “space”?
21:43 Space investing: indices, listed companies, and SpaceX IPO watch
25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hood
Stocks & ETFs mentioned in this episode: Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration & Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)
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