MoneyMasters Podcast: SpaceX, Amazon, & What “DHQ Stocks” can do for YOU

In this special MoneyShow MoneyMasters Podcast episode recorded LIVE at the 2026 Las Vegas Symposium, I sit down with Eva Ados, COO and chief investment strategist at ERShares, and Mark Mahaney, director of internet research at Evercore ISI.

The conversation begins with Eva explaining why companies are staying private longer — and how that shift means a growing share of their value creation can occur before an IPO. She discusses the challenges individual investors face when trying to access private companies…and explains how the ERShares Private-Public Crossover ETF (XOVR) was designed to provide exposure to select pre-IPO opportunities without traditional accreditation requirements, high investment minimums, or lengthy lockups.

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Mark then explains why highly anticipated IPOs often trade below their offering prices after going public. Using Meta Platforms Inc. (META), Alphabet Inc. (GOOGL), Uber Technologies Inc. (UBER), Spotify Technology SA (SPOT), DoorDash Inc. (DASH), and Airbnb Inc. (ABNB) as examples, he argues that investors may find better long-term opportunities by patiently waiting for high-quality companies to become temporarily dislocated or fall out of favor.

He also breaks down his “Dislocated High-Quality,” or DHQ, investment methodology. Mark looks for companies serving large addressable markets, led by proven management teams, with histories of innovation, strong value propositions, and meaningful pricing power. Rather than simply buying low and selling high, his approach is to buy high-quality businesses when their stocks go “on sale.”

Eva then shares her long-term thesis for SpaceX (SPCX), describing it as a three-engine business built around launch operations, Starlink, and the potential development of AI infrastructure in space. She explains why ERShares views SpaceX as a category leader with limited meaningful competition and substantial long-term runway.

Finally, Mark reveals why Amazon.com Inc. (AMZN) is one of his highest-conviction ideas. He explains how a recovery in Amazon Web Services growth could provide evidence that the company’s heavy Artificial Intelligence investments are beginning to produce a return — potentially leading to higher earnings expectations and a major re-rating of the stock.

For investors interested in IPOs, private-market access, Artificial Intelligence, SpaceX, Amazon, and identifying elite growth companies during periods of weakness, this episode delivers a practical framework for finding opportunity beyond the market’s biggest headlines.