Trump, Macron Meet In France | ETF IQ 6/15/2026

Watch on YouTube ↗  |  June 15, 2026 at 19:33  |  49:00  |  Bloomberg Markets
Speakers
Rick Rieder — CIO of Global Fixed Income at BlackRock
Sylvia Jablonski — Chief Investment Officer, Defiance ETFs
Maurits Pot — CEO & Founder, Tema ETFs

Summary

The episode centers on market reactions to a US-Iran peace deal reopening the Strait of Hormuz, sending stocks higher and oil sharply lower. Rick Rieder outlines how the new Fed Chair may use less forward guidance and balance sheet tools, and expresses a bullish view on Bitcoin. Sylvia Jablonski and Maurits Pot discuss the booming space-themed ETF landscape after SpaceX's record IPO, with Jablonski also highlighting a philanthropic autism ETF and Pot pointing to discounted space supply-chain names EchoStar and Rocket Lab.

  • US-Iran interim agreement to reopen Strait of Hormuz triggers broad equity gains and a crude oil plunge.
  • Rick Rieder expects Fed Chair Warsh to reduce forward guidance and use the balance sheet to manage long rates.
  • Rieder is medium-term bullish on Bitcoin, citing technical support.
  • Sylvia Jablonski calls SpaceX the single best space-economy play and expects continued massive inflows.
  • Jablonski cases AASD, the Autism ETF, as a play on future medical innovation and AI in pharma.
  • Maurits Pot identifies EchoStar and Rocket Lab as discounted space names offering attractively valued SpaceX exposure.
  • Double-leveraged SpaceX ETFs launched to enormous early trading volumes.
  • ETF flows remain very bullish, with huge money entering broad market equity funds.
Ideas
Rick Rieder CIO of Global Fixed Income at BlackRock 26:03
Bitcoin will move higher.
Bitcoin is going higher, driven by strong technicals; BlackRock maintains moderate exposure and expects further upside.
BTC MED
Sylvia Jablonski Chief Investment Officer, Defiance ETFs 29:57
SpaceX is the best commercial representation of the space economy with endless opportunity as the biggest IPO ever; expects continued massive investor demand and sees billions flowing into SpaceX-related products.
SPCX HIGH
Sylvia Jablonski Chief Investment Officer, Defiance ETFs 35:29
Autism ETF offers growth and philanthropy.
The Autism ETF (AASD) offers exposure to the future of medicine and R&D, with potential for revenue growth from AI-integrated pharmaceuticals and biomedical companies focused on autism; also carries a philanthropic component donating profits.
AASD MED
Maurits Pot CEO & Founder, Tema ETFs 41:10
EchoStar and Rocket Lab are discounted SpaceX proxies.
EchoStar and Rocket Lab are trading at a material discount relative to SpaceX, offering an interesting post-IPO way to get discounted exposure to the space economy; they are attractively valued as part of the space supply chain.
EchoStar RKLB MED
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This Bloomberg Markets video, published June 15, 2026, features Rick Rieder, Sylvia Jablonski, Maurits Pot discussing BTC, SPCX, AASD, EchoStar, RKLB. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Rick Rieder, Sylvia Jablonski, Maurits Pot  · Tickers: BTC, SPCX, AASD, EchoStar, RKLB