Episode

Founder-Led Stocks Crush the Market? | SpaceX, Palantir & the Founder Advantage

Podcast
Biz Talk Today TV
Published
Jun 23, 2026
Duration seconds
1760
Processing state
not_requested
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https://traffic.megaphone.fm/FPMN7608026999.mp3
Audio
https://traffic.megaphone.fm/FPMN7608026999.mp3
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Markdown
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Summary

Do founder-led companies really outperform the market? On this episode of The Money Path, host Todd M. Schoenberger sits down with Michael Monaghan of Founders Fund and the Founder ETF to discuss why companies led by their original founders often generate stronger long-term returns than their peers. As markets grapple with volatility and technology stocks face renewed pressure, Michael explains why founder-led businesses frequently recover faster during market dislocations and how visionary leaders such as Elon Musk have created extraordinary shareholder value through relentless execution, long-term thinking, and superior capital allocation. The discussion covers SpaceX's growing influence, the investment case for founder-led companies, the methodology behind the Founder ETF, and why Wall Street continues to underestimate businesses driven by entrepreneurial leadership. Topics include: • Why founder-led companies have outperformed the S&P 500 over decades• SpaceX's valuation, secondary market demand, and future opportunities• Elon Musk's leadership style and founder advantage• Why founders recover faster during market sell-offs• The Founder ETF's investment process and portfolio construction• Palantir, Salesforce, and software opportunities• Long-term investing during market volatility• Why Wall Street often misunderstands visionary founders• Capital allocation, execution, and founder-led value creation If the future belongs to founders, investors may want to pay close attention to where the next generation of market leaders is emerging. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]