# Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999

Page: https://stenobird.com/podcast/the-compound-and-friends-743660/nick-colas-and-jessica-rabe-on-the-6-standard-deviation-tech-event-how-spacex-will-tell-us-if-it-s-1997-or-1999
Text version: https://stenobird.com/podcast/the-compound-and-friends-743660/nick-colas-and-jessica-rabe-on-the-6-standard-deviation-tech-event-how-spacex-will-tell-us-if-it-s-1997-or-1999.md
Podcast: [The Compound and Friends](https://stenobird.com/podcast/the-compound-and-friends-743660)
Published: 2026-06-08T21:00:00+00:00
Episode link: https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6332434959.mp3
Audio file: https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6332434959.mp3
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Duration seconds: 2092

## Resource

On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software, the role of rising interest rates, and whether leadership is becoming too concentrated. They also take a closer look at SpaceX and why its highly anticipated IPO could be one of the most important market events in years. The crew also revisits the lessons of the dot-com boom, exploring what really happened in 1999, how investors knew the market had gone too far, and what today's environment can teach us about spotting excess before the tide turns. This episode is sponsored by WisdomTree. To learn more about learn more about OPPJ and the broader suite of geopolitical opportunity ETFs WisdomTree offers, visit: https://www.wisdomtree.com/us/strategies/geopolitical-opportunities   Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Manag…

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