The Morning Dose
Morning Dose #287: The Handbrake is Off: SpaceX IPO & The Great Rotation – Friday 6/12/2026
0:004:35
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Episode summary
A massive geopolitical peace dividend and a record-breaking SpaceX IPO are driving the biggest market rotation since the dot-com era. Traders are fleeing software for hardware, semiconductors, and space as liquidity shifts toward hard assets.