167: Space: The Next Frontier of Asset Allocation? With Mark Boggett, CEO of Seraphim Space

The Money Maze Podcast features Simon Brewer interviewing Mark Boggett, CEO of a space tech fund, with Nick Feingold co-interviewing. Boggett discusses the commercial opportunities in the space industry, the shift towards embracing innovation driven by figures like Elon Musk, and the focus on satellite technology for Earth-based solutions. He details Seraphim's investment approach, prioritizing companies that provide solutions to real-world problems using data collected from space, such as monitoring Earth for defense, climate, and insurance applications. The conversation also covers the increasing role of private companies in defense, the challenges of investment trust discounts, and potential future areas like biopharma in space.