The space economy isn’t some far-off sci-fi bet, it’s already a US$630 billion industry powering the way we communicate, navigate and forecast weather.
Bryce and Ren are joined by Betashares investment strategist Hugh Lam to unpack falling launch costs, satellite internet, data-as-a-service, defence, tourism, SpaceX hype and why ETFs may offer a diversified way to access the theme.
In this episode:
00:00 — The US$630 billion space economy
01:32 — Betashares launches Australia’s first space ETF
02:19 — Hugh Lam’s first investment
04:02 — How to think about the space economy
05:32 — Falling launch costs and satellite demand
08:00 — Data-as-a-service, Starlink and real-world use cases
16:37 — Blind ranking blue-sky space businesses
24:39 — Why ETFs may suit emerging themes like space
ETFs and stocks mentioned: Betashares Space Industry ETF (ASX: RCKT), A2 Milk (ASX: A2M), SpaceX, Starlink, Planet Labs, Rocket Lab (NASDAQ: RKLB), Blue Origin, Impulse Space, Varda Space, Telstra (ASX: TLS), Qantas (ASX: QAN), Qatar Airways, Nearmap, TSMC (NYSE: TSM), Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Google (NASDAQ: GOOGL), ASML (NASDAQ: ASML)
Learn more at https://www.betashares.com.au/learn/space-etf/. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.
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