World Model · podcast knowledge graph

Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999

2026-06-08 · 35 min · 23 entities

episode page audio

Asserted relationships

  • → references The Compound Media company
    0.77
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
  • → appeared on The Compound and Friends podcast
    0.63
    evidence rules-v5
    Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
  • → hosted by Josh Brown person
    0.55
    evidence rules-v5
    Feed author/publisher: Josh Brown
  • → discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • → discusses News concept
    0.40
    evidence rules-v5
    Feed category: News
  • → discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • → discusses Business News concept
    0.40
    evidence rules-v5
    Feed category: Business News
  • → hosted by The Compound company
    0.40
    evidence rules-v5
    Feed author/publisher: The Compound
  • 0.38
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://ritholtzwealth.com/advertising-disclaimers%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0.
  • → references Podcast Youtube Disclosures company
    0.38
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://ritholtzwealth.com/podcast-youtube-disclosures/%E2%81%A0%E2%81%A0
  • 0.38
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://twitter.com/thecompoundnews%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
  • → references Geopolitical Opportunities person
    0.38
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://wisdomtree.com/us/strategies/geopolitical-opportunities

Entities found in this episode

companys 8

  • mentioned The Compound Media company
    0.90
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
  • references The Compound Media company
    0.77
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://linkedin.com/company/the-compound-media/%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0%E2%81%A0
  • mentioned The Compound company
    0.70
    evidence rules-v5
    Feed author/publisher: The Compound
  • mentioned Business company
    0.50
    evidence rules-v5
    Feed category: Business
  • mentioned Podcast Youtube Disclosures company
    0.45
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://ritholtzwealth.com/podcast-youtube-disclosures/%E2%81%A0%E2%81%A0
  • discusses Business company
    0.40
    evidence rules-v5
    Feed category: Business
  • hosted by The Compound company
    0.40
    evidence rules-v5
    Feed author/publisher: The Compound
  • references Podcast Youtube Disclosures company
    0.38
    evidence rules-v5
    Link in episode "Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999": https://ritholtzwealth.com/podcast-youtube-disclosures/%E2%81%A0%E2%81%A0

persons 7

concepts 5

  • mentioned Investing concept
    0.50
    evidence rules-v5
    Feed category: Investing
  • mentioned Business News concept
    0.50
    evidence rules-v5
    Feed category: Business News
  • discusses News concept
    0.40
    evidence rules-v5
    Feed category: News
  • discusses Investing concept
    0.40
    evidence rules-v5
    Feed category: Investing
  • discusses Business News concept
    0.40
    evidence rules-v5
    Feed category: Business News

websites 2

podcasts 1

  • appeared on The Compound and Friends podcast
    0.63
    evidence rules-v5
    Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
Episode description as stored
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software, the role of rising interest rates, and whether leadership is becoming too concentrated. They also take a closer look at SpaceX and why its highly anticipated IPO could be one of the most important market events in years. The crew also revisits the lessons of the dot-com boom, exploring what really happened in 1999, how investors knew the market had gone too far, and what today's environment can teach us about spotting excess before the tide turns. This episode is sponsored by WisdomTree. To learn more about learn more about OPPJ and the broader suite of geopolitical opportunity ETFs WisdomTree offers, visit: https://www.wisdomtree.com/us/strategies/geopolitical-opportunities   Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices