Скачать или смотреть Beer Tax Beats Big Oil, Bold Small Cap for the Community Portfolio & the $880 Billion Space Economy

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.

00:00 Episode Overview
00:38 Earnings Season Roundup: Banks, BHP & Volatility
04:03 Beer Tax vs Resources Tax
05:38 IMF Warns of More Housing Unaffordability
06:00 Community Portfolio Update: Can We Beat the ASX200?
07:39 Stock pitch: NVU (ASX:NVU)
14:06 Community Question: What is Space Economy & How to Invest in it?
17:15 Space’s Bold Future Ideas
20:44 Space Industry Growth Outlook
21:53 How To Invest in Space: Publicly Listed Companies
24:52 Space-Themed ETFs
27:07 Closing Thoughts & Risks of Investing in Space

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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