<p>Space isn’t science fiction anymore, it’s an $880 billion industry today.</p><br><p>From satellites and GPS to defence, telecoms and the coming SpaceX IPO, we break down what the “space economy” actually is and how to invest in it. Then we zoom back to Earth: earnings season volatility, bank profits, BHP’s copper moment, and why Australia earns more from beer tax than petroleum resource rent tax.</p><br><p>Plus, the community portfolio expands with a pitch from Dave.</p><br><p><strong>In this episode:</strong></p><p>0:00 Intro</p><p>1:12 Earnings season roundup: banks, BHP, and volatility</p><p>4:34 Beer tax vs resources tax + IMF housing warning</p><p>6:38 Community portfolio update: can we beat the ASX 200?</p><p>8:18 Stock pitch: NVU (ASX:NVU) and the AI pivot</p><p>14:49 What is the space economy, and what counts as “space”?</p><p>21:43 Space investing: indices, listed companies, and SpaceX IPO watch</p><p>25:47 Space ETFs: ARKX, UFO, ROKT, and JEDI under the hood</p><br><p><strong>Stocks &amp; ETFs mentioned in this episode: </strong>Commonwealth Bank of Australia (ASX:CBA), Macquarie Group (ASX:MQG), National Australia Bank (ASX:NAB), Judo Bank (ASX:JDO), BHP Group (ASX:BHP), Woodside Energy Group (ASX:WDS), Nick Scali (ASX:NCK), Cochlear (ASX:COH), Webjet (ASX:WEB), Catapult Group International (ASX:CAT), Playside Studios (ASX:PLY), NVU Limited (ASX:NVU), NVIDIA (NASDAQ:NVDA), Lockheed Martin (NYSE:LMT), Boeing (NYSE:BA), BAE Systems (LSE:BA.), Airbus (EPA:AIR), Planet Labs (NYSE:PL), Rocket Lab (NASDAQ:RKLB), AST SpaceMobile (NASDAQ:ASTS), EchoStar (NASDAQ:SATS), Intuitive Machines (NASDAQ:LUNR), ARK Space Exploration &amp; Innovation ETF (NYSEARCA:ARKX), Procure Space ETF (NASDAQ:UFO), SPDR S&amp;P Kensho Final Frontiers ETF (NYSEARCA:ROKT), Space Innovators ETF (JEDI)</p><br><p>———</p><br><p>Want to get involved in the podcast? Record a&nbsp;<a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a>&nbsp;or&nbsp;<a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a>&nbsp;</p><p>And come and join the conversation in the Equity Mates&nbsp;<a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><br><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing –&nbsp;<a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.</p><br><p>Keep up with the news moving markets with our&nbsp;<a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a>&nbsp;and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><br><p>We’re particularly excited to share our latest show: Basis Points</p><ul><li>Listen to the podcast (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a>&nbsp;|&nbsp;<a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch on&nbsp;<a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a></li><li>Read the&nbsp;<a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a></li></ul><p><br></p><p>———</p><p>Looking for some of our favourite research tools?</p><ul><li>Download our free&nbsp;<a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li>Or our free&nbsp;<a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li>Find company information on&nbsp;<a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li>Research reports from&nbsp;<a href="https://goodresearch.com.au/ref/equitymates/" rel="noopener noreferrer" target="_blank">Good Research</a></li><li>Track your portfolio with&nbsp;<a href="https://www.sharesight.com/au/equitymates/" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p><br></p><p>———</p><br><p>In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;</p><br><p>———</p><br><p>Equity Mates Investing is a product of Equity Mates Media.&nbsp;</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>