The Biggest IPO In History Isn’t What You Think It Is

Ed Elson speaks with Patrick Boyle about the shadier details of SpaceX’s upcoming IPO. Then, Sid Jain joins the show to discuss how emerging markets have quietly become an AI trade. Finally, Ed breaks down the truce between Microsoft and OpenAI. Patrick Boyle is a hedge fund manager, a university professor and a former investment banker. Sid Jain is a Deputy Portfolio Manager at GQG Partners. Timestamps 00:00 - Today's Number 00:25 - Market Vitals 01:00 - SpaceX IPO Scandal (ft. Patrick Boyle) 16:45 - Break 17:12 - Emerging Markets Update (ft. Sid Jain) 28:32 - Break 28:59 - Microsoft/OpenAI "Truce" 32:49 - Credits — Get your tickets to the Prof G Markets Tour: https://profgmarketstour.com Subscribe to the Prof G Markets Youtube Channel    / @profgmarkets   Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-... Order "Notes On Being A Man" now! https://amzn.to/4nl4VKo Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-... Follow Markets on Instagram:   / profgmarkets   Follow Scott on Instagram:   / profgalloway   Follow Ed on Instagram, X and Substack:   / ed_elson_     / edels0n   https://substack.com/@edwardelson Note: We may earn revenue from some of the links we provide.