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167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space

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Manage episode 467537328 series 2893790
Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Star Trek’s opening lines were potent: "Space: The final frontier. These are the voyages of the Starship Enterprise. Its mission? To boldly go where no man has gone before!”
Whether Star Trek or Star Wars, such films offered tantalising glimpses of another world. But it’s actually here now! The WEF & McKinsey predict that the space sector will reach a value of $1.8tn by 2035. That’s only 1 decade ahead!
Mark is CEO of the world’s first listed space tech fund, Seraphim Space, and he discusses this final frontier. He explains what is going on in the world of space and where there is money to be made.
Mark first discusses why Elon Musk has transformed the industry by lowering the price point of launch in such a gargantuan way and why the worlds of public and private are scrambling for a piece of the action.
He describes their investment process, how targets are identified, weighed, and capital allocated. He explains why data, digital infrastructure, communications, health and space debris are priorities, with their emphasis on profitable, shorter term opportunities.
He discusses why the militaries are disproportionately investing, where he thinks money will be made, and why the Seraphim Investment Trust’s discount is a source of continued frustration.
​​The Money Maze Podcast is kindly sponsored by Schroders, World Gold Council, LSEG and IFM Investors.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
  continue reading

206 episodes

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iconShare
 
Manage episode 467537328 series 2893790
Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Star Trek’s opening lines were potent: "Space: The final frontier. These are the voyages of the Starship Enterprise. Its mission? To boldly go where no man has gone before!”
Whether Star Trek or Star Wars, such films offered tantalising glimpses of another world. But it’s actually here now! The WEF & McKinsey predict that the space sector will reach a value of $1.8tn by 2035. That’s only 1 decade ahead!
Mark is CEO of the world’s first listed space tech fund, Seraphim Space, and he discusses this final frontier. He explains what is going on in the world of space and where there is money to be made.
Mark first discusses why Elon Musk has transformed the industry by lowering the price point of launch in such a gargantuan way and why the worlds of public and private are scrambling for a piece of the action.
He describes their investment process, how targets are identified, weighed, and capital allocated. He explains why data, digital infrastructure, communications, health and space debris are priorities, with their emphasis on profitable, shorter term opportunities.
He discusses why the militaries are disproportionately investing, where he thinks money will be made, and why the Seraphim Investment Trust’s discount is a source of continued frustration.
​​The Money Maze Podcast is kindly sponsored by Schroders, World Gold Council, LSEG and IFM Investors.
Sign up to our Newsletter | Follow us on LinkedIn | Watch on YouTube
  continue reading

206 episodes

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