I think the problem here is that NDT is just not keeping up to date on the 'New Space' sector. Investors are just starting to realize that space is an option. You can invest $10b now on a copper or gold mine, with an eight year payout, or you can invest $6b on an asteroid mission with a 15~20 year payout. To a big-ticket investor, these two opportunities look very similar.
I wonder what he'll say in a few weeks (or months) after SpaceX 'sticks the landing' on their first booster recovery, which will forever change the economics of space flight.
My guess is he just spends too much time rubbing elbows with 'establishment' types in the space business, and doesn't fully appreciate the revolution taking place below the 'mainstream' radar.