09/06/2026
This week on the Monday Espresso Podcast – 8th June 2026, Rory Dowie and Andrew Shaw take a closer look at the potential SpaceX IPO and the key questions investors have been asking.
The episode covers recent market movements, including equity markets taking a breather after a strong run, the impact of US jobs data on interest rate expectations, and rising oil prices following developments in the Middle East.
The discussion then turns to SpaceX, with a breakdown of its three business areas: Starlink, the space launch segment, and SpaceX AI. Rory and Andrew explore the proposed valuation, how it compares to previous high-profile IPOs, the potential effects of a small public float, lock-up periods, index inclusion, and why free cash flow remains an important long-term consideration.
Listen to the full episode here: https://thecarrickgroup.com/espresso-podcast-08-06-2026