Rich Habits Podcast

Winter Storm Stocks, SpaceX IPO, & Retail Investors Getting Smarter

20 snips
Jan 23, 2026
David Dziekanski, CEO and CIO of Quantify Funds, builds institutional hedge-fund-like strategies for retail investors. He contrasts advisor-focused products with flashy retail offerings. The conversation covers leveraged ETFs, return stacking and embedded rebalancing. They also talk about retail investors getting savvier and potential impacts of a SpaceX IPO and small-cap performance.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Don't Tap 401(k) For Down Payment

  • Avoid tapping your 401(k) for a home down payment; it borrows from your future and reduces retirement security.
  • Instead, make a plan and save traditionally for a down payment to protect long-term wealth.
INSIGHT

SpaceX IPO Validates Space Economy

  • A SpaceX IPO would validate the space economy and attract investor interest across related companies.
  • Public listing could supply tens of billions for Musk's space-data-center ambitions and lift other space names.
INSIGHT

Small Caps Are Outperforming Large Caps

  • The Russell 2000's strong start signals a rotation into small caps driven by rate cuts and easing policy.
  • Small caps may outgrow large caps in earnings, so tactical exposure can boost portfolio returns short term.
Get the Snipd Podcast app to discover more snips from this episode
Get the app