Markets & outlook · Podcast

272: Space, The Final Investing Frontier - How AI and Technology Are Expanding the Economy

Advisors looking for context on how space-related activity connects to AI infrastructure, government spending and industrial supply chains may find the discussion useful. The episode also covers execution risk and technological complexity as variables in the industry’s development.

Streams from the publisher’s own feed. Nothing loads until you press play.24 min

Summary

By the markets & outlook desk

This episode of The Bid discusses how the space economy is becoming more connected to everyday activity, from satellite communications and navigation to weather, defense and data. Host Oscar Pulido speaks with portfolio manager Reid Menge about falling launch costs, smaller satellites, AI infrastructure, national security priorities and the infrastructure and capital markets ecosystem supporting space activity.

Falling launch costs could expand the range of economically viable space activities.
Smaller, lower-cost satellites are changing communications and Earth observation.
AI is increasing the potential value of data collected from space.
National security priorities intersect with commercial space infrastructure, while execution risk and technological complexity remain important uncertainties.

Chapters

From the publisher’s description

Time	Chapter	Length
	Introduction to Space Economy	2 min
	Space in Daily Life	1 min
	Space Investing Goes Mainstream	2 min
	Cost Capability Demand	5 min
	AI Meets Orbit	2 min
	Space Data Centers Explained	3 min
	National Security Imperative	2 min
	Where Opportunities Emerge	2 min
	Risks and Reality Check	2 min
	Next Decade Outlook	2 min
	Wrap Up and Disclosures	2 min

Similar items

Same topic

UK Budget 2026: What It Means for Gilts, Interest Rates & Equities \| Macro Moments	Franklin Templeton	18 min	Oct 29
The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. What Else Is Hiding in Your Funds?	Excess Returns	1 hr 11 min	Oct 29
Is Your 40% in Bonds Losing to Inflation? Aptus CIO Makes the Case for an Options-Based Approach	ETF.com	5 min	Oct 29
Lowercarbon Capital’s Chris Sacca and Caie Kelley - investing in the powerhouses driving the new energy economy	Alt Goes Mainstream	1 hr 31 min	Oct 29
Ken Fisher: What High Gas Prices Do to the Economy	Fisher Investments	2 min	Oct 28