Sharpe Ratio-inspired, this podcast explores ideas to sharpen thinking and improve outcomes ‘per unit of risk’.

This episode dives into the upcoming SpaceX IPO and why it could become a defining moment for passive investing. We break down how passive index funds like QQQ and the S&P 500 traditionally rely on active investors to determine fair value through price discovery, and why Nasdaq’s new fast-track inclusion rules may fundamentally change that dynamic. From forced ETF buying to trillion-dollar tech valuations and the future IPOs of companies like OpenAI and Anthropic, this episode explores whether passive investing is still truly passive when indexes themselves begin driving market behavior.

The goal is simple: to keep our minds and perspectives 'Sharpe'.

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