Rich Habits Podcast

SpaceX's 2026 IPO, Disney's $1B Investment in OpenAI, & Warby Parker's AI Glasses

11 snips
Dec 12, 2025
Discover the financial landscape as hosts dive into the Fed's recent rate cut and its implications for markets and real estate. They explore Disney's bold $1 billion investment in OpenAI for innovative character licensing aimed at a younger audience. Plus, get the latest scoop on SpaceX's ambitious IPO plans with a staggering $1.5 trillion valuation, anticipating ventures like lunar manufacturing. The discussion also touches on market reactions and notable trends in ETFs and AI technologies.
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INSIGHT

Fed Cuts Reflect Labor‑Market Focus

  • The Fed cut rates 25 basis points amid a divided committee and stalled inflation progress.
  • Jerome Powell prioritized labor-market softness over hitting the 2% inflation target right now.
ADVICE

Rebalance If Fed Rate Cuts Stall

  • Rebalance away from high‑beta unprofitable tech before Fed pauses further cuts.
  • Expect more volatility and avoid concentration in rate‑sensitive growth names.
INSIGHT

Disney Partners With OpenAI For IP‑Driven AI Content

  • Disney invested $1 billion into OpenAI and licensed characters for Sora-generated short videos.
  • The deal aims to drive younger audiences toward Disney Plus by leveraging branded AI content.
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