Morning Call Morning Call 4/1/26
Apr 1, 2026
Andrew Channon, CEO of Procure Asset Management and manager of the UFO space ETF, on Artemis II, space investing and public-market proxies. Lisa Kim, Singapore-based markets reporter, on Asia’s surge with Korea, Japan and semiconductors. Dan Murphy, Dubai-based correspondent, on Middle East developments and potential impacts on markets. Short, punchy takes on geopolitics, relief rallies and the lunar economy.
AI Snips
Chapters
Transcript
Episode notes
Position For A Bounce But Brace For Volatility
- Expect the current rally to have more upside but not be a straight line; anticipate headline volatility over the next weeks.
- Keith Lerner notes markets were oversold with S&P valuations near 19 and only ~20% of stocks above their 50‑day, favoring a bounce.
NASA Compares Lunar Economy To LEO Commercialization
- Jared Isaacman likened building a lunar economy to the commercialization of low Earth orbit and emphasized igniting private demand for orbital services.
- NASA will increase commercial astronaut missions and may buy seats to catalyze industry growth.
Space Investment Interest Rises Ahead Of Artemis II
- Investor interest in space ETFs jumped ahead of Artemis II, with UFO seeing higher-than-average flows as attention returns to space infrastructure names.
- Andrew Channon highlighted launch cadence limits and satellite demand as structural drivers for cislunar and LEO infrastructure companies.