Investing IINsights — Weekly Email Audio Edition

This week’s Investing IINsights is all about hype versus reality.

SpaceX is finally public, and while the company itself is exciting, IPO hype, massive valuations, insider lockups, and retail FOMO are not exactly our favorite setup for a calm entry point. We explain why we’re waiting, what we’d rather see before buying, and why exposure through funds or ETFs may make more sense for some investors. Reuters reported SpaceX jumped after its Nasdaq debut and crossed a $2 trillion valuation, which is exactly why valuation discipline matters right now.

We also dig into the Iran “not-a-war” deal, why markets reacted before real details were clear, and why vague political assurances are not the same thing as risk disappearing. Reports describe the deal framework as includ ...