# SpaceX schon vor dem IPO? Der Börse voraus mit dem Scottish Mortgage Trust | Asset Class #61

Page: https://stenobird.com/podcast/asset-class-832643/spacex-schon-vor-dem-ipo-der-b-rse-voraus-mit-dem-scottish-mortgage-trust-asset-class-61
Text version: https://stenobird.com/podcast/asset-class-832643/spacex-schon-vor-dem-ipo-der-b-rse-voraus-mit-dem-scottish-mortgage-trust-asset-class-61.md
Podcast: [Asset Class](https://stenobird.com/podcast/asset-class-832643)
Published: 2026-04-14T13:59:00+00:00
Episode link: https://podcast4e0691.podigee.io/163-spacex-schon-vor-dem-ipo-der-borse-voraus-mit-dem-scottish-mortgage-trust-asset-class-61
Audio file: https://audio.podigee-cdn.net/2445012-m-8aef4460315302e15065ba8253da8f70.mp3?source=feed
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Duration seconds: 4576

## Resource

Ein 100 Jahre alter Trust aus Schottland, der frühzeitig das Potenzial von SpaceX, Amazon und Tesla erkannte? Klingt paradox, ist aber die Realität beim Scottish Mortgage Investment Trust. In dieser Folge blicken Katharina Brunsendorf und Christian W. Röhl tief in die DNA dieses Portfolios. Wir analysieren die Tech-Investments des legendären Fondsmanagers James Anderson, den heftigen Drawdown im Jahr 2022 und vor allem den Einstieg bei SpaceX 2018. Aktien aus der Folge im Scalable Broker: Scottish Mortgage Investment Trust (GB00BLDYK618) [https://de.scalable.capital/broker/security?isin=GB00BLDYK618](https://de.scalable.capital/broker/security?isin=GB00BLDYK618) Amazon.com (US0231351067): [https://de.scalable.capital/broker/security?isin=US0231351067](https://de.scalable.capital/broker/security?isin=US0231351067) Tesla (US88160R1014): [https://de.scalable.capital/broker/security?isin=US88160R1014](https://de.scalable.capital/broker/security?isin=US88160R1014) Kapitalanlagen bergen Risiken. Keine Anlageberatung.

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## Transcript

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