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Iran Ceasefire Boosts Markets, SpaceX IPO Buzz, Artemis II Return & Private Credit Update
In this episode of Ask Avidian, Jake Borbidge, Partner and Chief Investment Officer at Avidian Wealth Solutions, shares timely market insights amid rapidly evolving global events.
Jake breaks down the tentative U.S.-Iran ceasefire and its immediate positive impact on risk assets, while discussing ongoing implications for oil, the Strait of Hormuz, fertilizers, and potential effects on core CPI and food inflation. He also reviews Q1 2026 market performance, highlighting the continued “broadening participation” trade that favors sectors beyond mega-cap AI names, and updates Avidian’s tactical portfolio positioning.
Additional highlights include:
- NASA’s Artemis II mission successfully returning to Earth with record-setting imagery and technology tests.
- SpaceX’s confidential IPO filing (with rumors of a ~$1.75 trillion valuation and $75–80 billion equity raise) and what it means for pre-IPO investors, lock-up periods, index inclusion, and institutional capital flows.
- A balanced private credit update: surging redemption requests in retail BDCs (including high-profile cases like Blue Owl) versus the underlying health of well-diversified loan portfolios.
- OpenAI’s acquisition of the popular tech podcast/network TBPN.
Whether you’re navigating geopolitics, eyeing space-sector opportunities, or evaluating alternatives like private credit, this episode cuts through the headlines with clear, practical analysis from Jake Borbidge.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.
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By Avidian Wealth SolutionsIn this episode of Ask Avidian, Jake Borbidge, Partner and Chief Investment Officer at Avidian Wealth Solutions, shares timely market insights amid rapidly evolving global events.
Jake breaks down the tentative U.S.-Iran ceasefire and its immediate positive impact on risk assets, while discussing ongoing implications for oil, the Strait of Hormuz, fertilizers, and potential effects on core CPI and food inflation. He also reviews Q1 2026 market performance, highlighting the continued “broadening participation” trade that favors sectors beyond mega-cap AI names, and updates Avidian’s tactical portfolio positioning.
Additional highlights include:
- NASA’s Artemis II mission successfully returning to Earth with record-setting imagery and technology tests.
- SpaceX’s confidential IPO filing (with rumors of a ~$1.75 trillion valuation and $75–80 billion equity raise) and what it means for pre-IPO investors, lock-up periods, index inclusion, and institutional capital flows.
- A balanced private credit update: surging redemption requests in retail BDCs (including high-profile cases like Blue Owl) versus the underlying health of well-diversified loan portfolios.
- OpenAI’s acquisition of the popular tech podcast/network TBPN.
Whether you’re navigating geopolitics, eyeing space-sector opportunities, or evaluating alternatives like private credit, this episode cuts through the headlines with clear, practical analysis from Jake Borbidge.
Disclaimer:
Avidian Wealth Solutions is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Avidian is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice.
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
This information contained herein may be dated.