Do you really need the SpaceX IPO in your portfolio?

With SpaceX expected to become the largest IPO in history, investors everywhere are asking the same questions:

Am I missing out?
Should I try to buy shares immediately?
What happens if I don't own it?

Today, on Financial Detox, Jason and Alex separate hype from reality and explain what most investors misunderstand about IPO investing.

The truth is that the biggest risk may not be missing the IPO, it may be chasing it for the wrong reasons.

The conversation goes beyond SpaceX and explores why companies like OpenAI, Anthropic, Stripe, and Databricks are changing the way investors think about public and private markets.

What we cover today:

📌 Why everyone is talking about the SpaceX IPO

📌 How the public stock market has shrunk over the last 20 years

📌 Why private equity is delaying or replacing traditional IPOs

📌 The three biggest mistakes investors make with IPOs

📌 Why most people never actually get the IPO price

📌 The hidden risk of the six-month lockup period

📌 Why FOMO is not an investment strategy

📌 How private markets can provide earlier access to innovation

📌 Why a disciplined investment philosophy matters more than headlines

The goal isn't to predict whether SpaceX will soar or stumble after it goes public. The goal is to help you build a portfolio that doesn't depend on chasing the latest hot investment.

Because great investing isn't about owning every exciting company. It's about having a repeatable process and making decisions that fit your long-term financial plan.

💬 Want Help Building an Investment Strategy That Doesn't Rely on Headlines?

If you'd like to learn more about how private markets, alternative investments, and disciplined portfolio construction fit into a comprehensive financial plan, schedule a no-cost, no-obligation consultation with the IDA Wealth team: https://www.idawealth.com/contact/

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Episode Disclosure:

The information presented in this episode of Financial Detox is for educational and informational purposes only and should not be considered personalized investment, financial, tax, or legal advice.

The views expressed in this episode regarding IPOs, private market investing, and specific companies, including SpaceX, reflect the opinions of the speakers at the time of recording and are subject to change. They are intended as general education only and do not constitute a recommendation to buy, sell, or hold any security. IPO and private market investments are not suitable for all investors and involve additional risks including illiquidity, lack of transparency, and potential total loss of principal. Certain IDA clients currently hold positions in SpaceX through private markets, which represents a potential conflict of interest in the context of this discussion. The effect of the SpaceX IPO on any existing private market positions is unknown, and no outcome — positive or negative — should be assumed.

All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No statement in this episode should be interpreted as a promise of performance or a guarantee of results. Private market investments and IPOs are not suitable for all investors and involve significant risks including illiquidity and potential loss of principal.

Intelligence Driven Advisers ("IDA") does not provide specific tax or legal advice. IDA is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about our services, fees, and potential conflicts of interest, please review our Form ADV Part 2A and Form CRS, available at www.idawealth.com.