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Equity Mates Investing Podcast · Equity Mates Media

What SpaceX shows us about private markets with Adam Myers

·29 min·3 clips
We're talking about a fund that has the largest allocation to SpaceX on the ASX.
The hosts interview Adam Myers from Pengana Capital about the PE1 fund, which provides ASX-listed access to private equity investments, including a significant holding in SpaceX. They explore why revolutionary companies stay private longer, the mechanics of private market investing, and the fund's strategy of combining stable, diversified holdings with targeted exposure to high-growth companies like SpaceX and AI chipmaker Groq.

As heard by us

SpaceX opens the door to a plainspoken look at private markets.

The episode uses SpaceX as a clear entry point into a larger shift toward private markets, including the simple but useful point that more economic activity is staying private for longer.

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Why you'd press play

Hear why SpaceX opens the door to a private-markets conversation.

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