Podcasts about ipo

Mark Flickinger shares his journey from engineering and building small businesses to working in private market investing at BIP Capital, where he helps both entrepreneurs and high-net-worth investors achieve their goals. He explains that private markets have grown as many high-quality companies remain private longer, creating opportunities for alpha that are less available in public markets, especially as IPO thresholds have risen. Flickinger highlights trends in alternatives, noting that while AI attracts attention, compelling private businesses can now be accessed at lower entry costs. We discuss... Mark Flickinger combines his engineering background with investment expertise to support both business owners and high-net-worth investors. Private markets have grown in importance as alternatives, moving beyond hedge funds to include a wide range of private companies. Value creation that once happened in small-cap public stocks is now largely occurring in private companies. Only one out of ten U.S.-based companies with $100 million or more in revenue is public, leaving most growth in private markets. Entrepreneurs increasingly stay private due to regulatory burdens and the ability to grow without going public. Business development companies (BDCs) were created to simplify private market investing for U.S.-based companies and investors. Entrepreneurs are increasingly using a hybrid approach of equity and debt to raise capital without overly diluting ownership. Taking on a partner or investor is worthwhile if they bring expertise and add significant value to the business. Debt can be advantageous if the business grows faster than the interest cost, making leverage an effective tool. Capital should be taken strategically to overcome growth hurdles, not just for the sake of raising funds. Many business owners excel in specific phases of growth and benefit from focusing on their strengths rather than the CEO role. The private credit market is likely to expand further, while banks continue to reduce direct lending to businesses. A robust AI plan is now a key factor in evaluating a company's long-term potential, beyond just naming conventions. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Diana Perkins | Trading With Diana Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/private-market-investing-mark-flickinger-740

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz talk about Pop Mart's profits soaring +400% thanks to Labubu dolls, corporate bankruptcies hitting a 5-year high, and Chamath's new $250M SPAC focused on "American Exceptionalism." ---✅ Ready to start investing? Open a brokerage account on Public.com/richhabits and get a FREE 1% match on all IRA deposits, transfers, and rollovers!---‼️ Have feedback to share? Please let us a comment on Spotify! We're excited to mold these new weekly episodes to be exactly what our listeners want. ---

Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen's Databricks bet return $30B+? 18:10 – Who really gets rich when mega-unicorns IPO? 19:30 – Is the return of Chamath's SPACs the ultimate bubble signal? 28:00 – Should OpenAI staff be cashing out billions in secondaries? 33:30 – Founder raises $130M… then walks away. Is this the new normal? 36:30 – Nubank's $2.5B profit: The best FinTech in the world? 48:00 – On Running at $15B: Can consumer brands still be VC-backed rockets? 52:00 – CoreWeave takes on $11B in debt: smart bet or ticking time bomb? 1:11:00 – Will AI spend really hit trillions—or is it all hype?  

Dave dives into Anker Electronics' success, the #1 largest Amazon FBA seller in the world. Dave talks about the controversial tactics they employed to reach the top and their innovative marketing strategies. This includes using KickStarter for product launches which admittedly is a very uncommon thing to see from a billion dollar company and the top talent they hired so early on. Even if you don't have ambitions to be at the top of the top, there are some things to learn from Anker.    Get mystery shopped for your brand and 2 competitors of your choice FOR FREE! Stord will provide a detailed report that outlines the specific areas you are out performing your competitors and where your competitors are outperforming you. Learn how your consumers truly experience your brand today!   Anker electronics is literally the biggest third-party seller on Amazon.   But what did they do to get to the top?    Apart from selling great products, hiring the best they could, and marketing their products well, it doesn't seem like anything special.    In this episode, Dave dives into Anker's success and the 5 controversial tactics they employed into their business that propelled them to the top.    The Big Takeaway Anker Electronics is one of the largest Amazon sellers in the world. The company was founded by an ex-Google engineer, Stephen Yang. Anker's success is attributed to some innovative marketing strategies, including using Kickstarter campaigns to pre-launch their products. They've also hired top-level talent quite early on for their business growth. Anker has avoided black hat tactics that plague the top of the top especially.  Anchor has diversified into a completely different direction while also still being somewhat related. Timestamps 00:00 - The Rise of Anchor Electronics 10:03 - Innovative Marketing Strategies 19:05 - Controversies and Challenges 23:46 - Lessons from Anchor's Success   As always, if you have any questions or anything that you need help with, leave a comment down below if you're interested.   Don't forget to leave us a review on iTunes if you enjoy our content.   Thanks for listening!   Until next time, happy selling!  

Sam Altman just had dinner with journalists and spilled details about OpenAI's biggest challenges and future plans. He admitted GPT-5's launch was botched, revealed the company is profitable on inference (minus training costs), and confirmed they're sitting on better models they can't release because of GPU shortages. Altman also discussed OpenAI's plans to spend trillions on data centers, potential IPO timing, upcoming consumer apps including a possible social platform, and that secretive device project with Jony Ive that he promises will create a new computing paradigm. This episode covers all 20+ topics from the conversation that most tech reporters glossed over.Brought to you by:KPMG – Discover how AI is transforming possibility into reality. Tune into the new KPMG 'You Can with AI' podcast and unlock insights that will inform smarter decisions inside your enterprise. Listen now and start shaping your future with every episode. ⁠⁠https://www.kpmg.us/AIpodcasts⁠⁠Blitzy.com - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blitzy.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to build enterprise software in days, not months Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Plumb - The automation platform for AI experts and consultants ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://useplumb.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Agent Readiness Audit from Superintelligent - Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://besuper.ai/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠to request your company's agent readiness score.The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Interested in sponsoring the show? nlw@breakdown.network

Christine Healey is the Founder of HEALEY PRE-IPO, a concierge Pre-IPO broker service helping people invest in private tech stocks – the simple, personal way. Previously, Christine was the Head of Private Markets at Destiny and the Portfolio Manager of Destiny's Pre-IPO fund (NYSE:DXYZ), as well as early employee and Senior Director at Forge (NYSE:FRGE), working in both San Francisco and Hong Kong. Christine has closed ~$600m+ of private tech unicorn transactions to date and has spent close to a decade specializing in Pre-IPO investments. See healeypreipo.com for more information or to sign up for mailing list.This discussion is for informational purposes only and does not constitute an affiliation with or endorsement of any company, and does not constitute a recommendation, offer to sell, or solicitation of an offer to buy, any securities. Investments in private companies are offered only through appropriate offering materials and accreditation requirements apply as defined under SEC Regulation D. Investments in private companies involve high risk, including the risk of complete loss of capital. These investments are illiquid, through a variety of structures including SPVs, may be difficult or impossible to resell, and may not ever result in an IPO or other liquidity event. Past performance is not indicative of future results. The speaker may receive compensation in connection with certain transactions discussed. There is no guarantee these private companies will achieve any specific valuation, and returns can vary widely and may underperform public markets. They may also involve additional risks not present in public market investments.

In this episode of the RiskReversal Podcast, host Dan Nathan is joined by Gene Munster, managing partner at Deepwater Asset Management. The discussion centers around the dominance of major tech stocks, their rapidly evolving dynamics, and substantial capital expenditures, exemplified by an expected $300 billion increase next year. They delve into the transformative impact of artificial intelligence on markets, with Munster drawing parallels to the tech boom from 1995 to 2000. The conversation also covers geopolitical implications for U.S. tech firms, focusing on Nvidia's crucial role in the U.S.-China tech rivalry. The episode concludes with thoughts on Apple's upcoming launches, the potential for significant IPOs in the AI realm, and the broader economic factors influencing market strategies. Show Notes ‘Absolutely immense': the companies on the hook for the $3tn AI building boom (FT) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

In the wake of President Trump's meeting with Russia's Vladimir Putin in Alaska on Friday, Ukrainian President Volodymyr Zelenskyy joins heads of state from Germany, France, the UK, and other European leaders in Washington, DC. U.S. Ambassador to NATO Matthew Whitaker explains the concessions on the table for peace in Ukraine. A group of Senate Democrats have written a letter urging President Trump to rethink US chip sales to China. In a debate about that industrial policy and the impact of a potential government stake in Intel, former economic advisor for President Trump Stephen Moore joins former Treasury official under President Biden, Natasha Sarin. Plus, investors await the Federal Reserve's annual symposium this upcoming Friday in Jackson Hole, Wyoming, and Cameron and Tyler Winklevoss are aiming to capitalize on an open IPO window.  Matthew Whitaker - 16:07Natasha Sarin & Stephen Moore - 29:53 In this episode:Eamon Javers, @EamonJaversBecky Quick, @BeckyQuickJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

Individual investors are feeling as optimistic as they've felt all year according to our recent sentiment survey, and with stocks dancing around record highs, strong earnings and less bite than bark from tariffs, they are leaning into their favorite stocks and ETFs. Kevin Gordon of Charles Schwab joins us for a vibes check and sets the scene for the rest of the year. Plus, IPOs are popping like it's 1995 all over again and their gains are sticking - at least for now. What's different, and the same about this bull market and the one thirty years ago? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today on our show:We Once Made a Deal with Google. The Deal Has ChangedThe Unspoken AI Enthusiasm Gap At Large CompaniesThe Road Ahead for Commerce.comAn Update On Gnawing Your Arm Off, or Replatforming- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

In this episode, we chat with Michael Zolotov, co-founder and CTO of Razor Labs, who are a leading mining technology provider that delivers advanced predictive maintenance with its flagship product, DataMind AI™️. Razor Labs' AI  Sensor Fusion technology provides real-time condition monitoring, root cause analysis, and prescriptive actions to prevent failures before they happen. Michael's a serial entrepreneur, an expert in AI, radar, and advanced analytics. He's built and led companies through IPOs and acquisitions, and helped scale Razor Labs globally. Most importantly, he pioneered AI Sensor fusion in mining and he's on the podcast today to discuss Razor Labs' origins, how DataMind AI uses Sensor Fusion to cut costly mining downtime through real-time monitoring, examples of fast ROI, its impact on maintenance practices, the transition to trusted AI systems, and future directions for AI in mining. KEY TAKEAWAYS Unplanned downtime in mining can lead to significant financial losses, often amounting to hundreds of thousands of dollars per failure.  The use of sensor fusion, akin to how doctors diagnose illnesses using multiple data sources, allows DataMind AI to identify failures that traditional sensors might miss.  Clients have reported rapid returns on investment, with some achieving full payback within three months of implementing DataMind AI. This is largely due to the prevention of costly failures and reduced maintenance expenses. The transition to AI-driven systems in mining requires building trust among teams. DataMind AI provides evidence-based diagnostics, allowing maintenance teams to understand the rationale behind recommendations BEST MOMENTS "We identified the mining sector as a very high potential for AI disruption... essentially like an automated doctor for machines."  "The uniqueness here is that it was a bootstrap company, and we actually reinvested the profits into the R&D of that product."  "Traditional AI systems are black box... you cannot trust the model."  "By monitoring continuously, you make sure that no matter whether it's deteriorating over three weeks or two weeks, you will be able to capture it." VALUABLE RESOURCES Mail:        rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X:              https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast  Web:        http://www.mining-international.org GUEST SOCIALS  Website: https://www.razor-labs.com LinkedIn: https://www.linkedin.com/company/razor-technologies-inc/ YouTube: https://www.youtube.com/@RazorLabsAI CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.  This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Wall Street exists to sell us its products.And right now, retail investors are so greedy that they're buying whatever they can get their hands on.So this is a "bonanza" time for Wall Street, says portfolio manager Lance Roberts, which is happily selling us all of the junk it ever wanted to unload.Prices may continue for a good while longer, but be warned, says Lance: history is clear that periods of indiscriminate buying like this always end in tears.For everything that mattered to markets this week, watch this weekly Market Recap.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#marketcorrection #speculation #stocks 0:00 - Markets near all-time highs, ignoring economic slowdown1:56 - High speculation reminiscent of 1999 and 20213:22 - Concerns about young investors taking excessive risks6:26 - High valuations and narrow moats in new IPOs like FIG11:32 - Brent Johnson echoes correction risk by September18:44 - Earnings growth concentrated in tech and major banks21:26 - Tech earnings driven by capex, potential for crest28:23 - Record insider selling and $1.1T share buybacks in 202535:05 - Rotation into healthcare, Buffett's United Healthcare stake 48:14 - Simplevisor platform for DIY investors and managed portfolios58:44 - Retail sales data shows economic slowdown1:03:05 - Fed likely to cut rates in September, market expects three cuts1:16:22 - Life was hard historically, affluenza saps younger generations1:24:26 - Parents enabling affluenza, need to foster resilience1:37:34 - Risk of home price decline if supply glut hits market_____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

The Dow hitting a new all-time high alongside the S&P as United Health gives things a boost:  Carl Quintanilla, Leslie Picker, and Michael Santoli broke down latest along with fresh data top of the hour (Consumer Sentiment – coming in at its lowest level since May) before getting into the market outlook with the head of investment strategy for Edward Jones. Plus: hear Janus Henderson's top picks amid the volatility – with one portfolio manager laying out why he likes Amazon and Microsoft at these levels. The team also dove deep into Berkshire's biggest moves this quarter – including the United Health buy sending shares up double digits – along with some key sales from Coreweave's early investors, as the post-IPO lock-up on shares finally expires today.   Also in focus: DC headlines galore – hear what to do with Intel shares as they gain on a report that the government is looking at taking a stake in the name this hour – along with the key details so far from “high stakes” summit between President Trump and Russian President Vladimir Putin in Alaska today.   

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk through the rise of crypto treasury companies, the US government's 15% revenue share on China-specific chip revenue from Nvidia and Advanced Micro Devices, and Amazon's new same-day grocery delivery rollout. ---

Katie and Matt discuss reader questions about Blooming Onion futures, IPO pops, alternative treasury companies, sports bar hedging, no-penalty CDs, spirit securities, “internet personality” as a career and news anchor vocal training. See omnystudio.com/listener for privacy information.

Listen & subscribe on Apple, Spotify, YouTube, and other platforms. Welcome everyone to the weekly San Diego Tech News! I'm Neal Bloom from Rising Tide Partners and the Tacos and Tech Podcast. My co-host in this episode is Fred Grier, journalist and author of The Business of San Diego substack. He covers the ins-and-outs of the startup world including breaking news, IPOs, fundraising rounds, and M&A through his newsletter. Before we dive in, we wanted to thank and ask our listeners to help us grow the show, leave a review and share with one other person who should be more plugged in with the SD Tech Scene. Thank you for the support and for helping us build the San Diego Startup Community!   Aug 15 SDEE event debrief Biotech layoffs: Thermo, Poseida Therapeutics Equillium raise Scale Bio acquired by 10X Genomics Plantible opens a 100-acre manufacturing module in Texas BAE Shipyard Gains Defense Build Contracts Prebys Foundation Donates $1M to support grant medical research   Curated Events List – For full list – check The Social Coyote Defense Tech Build Day - Aug 28 Gaming Gathering Build Day - Sept 2 SD Defense at SoCal Deep Tech Week - Sept 16

The most valuable companies in the world are staying private longer than ever — and that means most of the growth is happening before the IPO. How can individual investors get a piece of the action?In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Mike Ivancie, Chief Marketing Officer at UpMarket, a platform that gives accredited investors access to exclusive private market opportunities — including shares of AI giants like OpenAI and Anthropic.In this episode, you will learn:Why private companies are delaying IPOs and what that means for investors.How UpMarket sources, evaluates, and prices hard-to-access investments.The trade-offs of liquidity, transparency, and valuation in private markets.Emerging sectors beyond AI — including automation and defense tech — that could shape the future.And more!Tune in to discover how alternative investments can fit into a diversified, forward-looking portfolio.Resources: Episode Transcript & Blog | upmarket.co | Free Pre-IPO Investment Checklist: A Practical Guide to Venture Secondaries | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Name: Chris LoTitle: Founder & CEOWebsite: https://ir.jiguang.cnCompany Name: Aurora MobileTicker: JGBio: A serial entrepreneur, founded Aurora Mobile in 2011. Secured multiple rounds of investments from Mandra, IDG, FOSUN, Fidelity, Goldman Sachs, and led Aurora to a successful IPO on NASDAQ in 2018.

欢迎收听雪球出品的财经有深度，雪球，国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。今天分享的内容叫券商还是牛市旗手吗？来自楚团长扯投资。都说人年轻的时候不能遇见太过惊艳的人，容易一遇杨过误终身。但其实对于我们搞投资的人来说，这话应该这么说，人年轻的时候不能遇见太过惊艳的牛市。如果刚接触投资，就遇到轰轰烈烈的行情，会让人留下一些无法消除的思想钢印。之于2014年进入市场的我而言，牛市买券商，几乎是一种不证自明的硬核真理。道理也相当粗暴，牛市成交量会放大，融资盘会蜂拥而至，券商自然就成了最为灵敏、最为强悍的牛市旗手。尽管已经过去十年多了，2014年下半年的券商点火行情，依然令人心潮澎湃。在当年7月之前，其实牛市的氛围感并不强。尽管创业板激情似火有着不错的赚钱效应，但权重股整体还是承压的。指数横在箱体里，存量博弈的意味很浓。僵持之下，券商成为了牛市的爆破点。从10月中旬起，券商板块像被点燃的火药桶，连续多个交易日集体涨停。中信证券、海通证券这样的巨无霸，日成交额轻松突破百亿元，股价翻倍只用了不到两个月。更激烈的是中小市值券商，日k几乎是竖着涨。市场的风险偏好被彻底点燃，资金开始蜂拥进场，中字头行情发动。沪深两市日成交额很快从三四千亿跃升至万亿大关，散户开户量直线上升，两融余额疯狂扩张，牛市的号角彻底吹响。为什么在牛市的发动阶段，券商几乎是天然的主角？如果从基本面角度去拆解，其实逻辑并不复杂。首先，券商的业绩对成交量的敏感度极高。在市场放量阶段，经纪业务收入是立竿见影的增长——成交额多一个百分点，佣金收入就能直接放大到利润表上。2014年下半年，两融业务全面扩张，融资融券余额节节攀升，直接推高了利息收入；自营盘在指数上行中也获得可观的投资收益，三大业务线同时发力，使得券商业绩具备高度弹性。其次，牛市背后往往有对应的政策红利，券商往往是最受益于政策的行业。2014年资本市场改革的预期强烈，包括IPO重启、注册制试点、并购重组松绑……这些都意味着券商业务范围的扩大与盈利模式的多元化。这类制度级的变化，很难在短期内完全兑现到业绩上，但在预期驱动的阶段，对股价的推动力极强。最重要之处在于，从熊市到牛市转换的节点上，券商往往整体估值不高。由于前期市场低迷，业务条线表现普遍疲软，券商的估值水平通常会跌入历史低位。在这种“低基数+高弹性”的背景下，只要市场有一点起色，哪怕只是成交量回升或政策预期升温，券商股就能出现极强的估值修复冲动。这种估值的杠杆效应，会在极短时间内被情绪放大，从而引爆行情。从投资心理学的角度来说，券商股其实是牛市叙事中最容易理解、最容易讲故事的品种——它们既代表着市场的“温度计”，也是情绪的“放大器”，甚至很多人默认它们就是牛市本身的象征。2014年的那波行情，就是从券商开始，最后蔓延到全市场的盛宴。然而，十年能改变很多事情，券商的逻辑近些年发生了深层次的变化。那种“一根大阳线改变信仰，一轮牛市干翻估值”的时代，很难重演了。过去几年，券商的业务结构、盈利模式、行业定位，已经从根本上发生了转型。最直观的变化是，曾经那个靠行情吃饭、弹性十足的“交易中介”，如今变成了一个偏向稳健经营的“综合金融服务商”。传统经纪业务占比持续下滑，压低了业绩的波动区间。财富管理、机构服务、场外衍生、资管与自营等业务在总收入中占比上升，整体业务重心开始“弱行情化”。尤其是头部券商，正将精力放在“资本中介”角色上，用结构化产品和衍生品服务客户，而不是单纯赚市场的Beta钱。一个值得注意的现象是：越来越多的券商自营盘，开始走“对冲+套利”路径，主动规避市场方向带来的不确定性。这对业绩而言当然更稳健，但同时也意味着，在市场转折期，它们对指数上涨的敏感度正在钝化，行情共振能力削弱。另一方面，监管的收紧也在重塑券商的生存方式。从IPO倒查、投行问责，到“国九条”对资本市场“政治性”和“人民性”的强调，整个行业正在告别粗放增长时代，走向更合规、更服务实体的方向。叠加近两年并购整合潮起，资源正在向头部聚拢，中小券商则陷入边缘化、生存焦虑之中。回到那个关键问题：今天的券商，还能不能做牛市的旗手？答案是：可以，但需要满足一整套更复杂的条件。券商能否引领行情，过去是只要风来就能起飞；现在则要看风从哪里来、来多大、能吹多久。具体来说，有两个层面的内容需要关注。第一，有持续性的政策导向。新“国九条”的发布以来，不仅释放了监管层对于市场生态优化的决心，也再次把券商推到“服务实体经济、引导长期资金”的聚光灯下。政策的强化，带来的是对成交量的提振、对估值的修复、对行业的再认知。尤其是“国家队”增持、“活跃资本市场”措施落地等系列动作，已经在2024年下半年产生了类似“政策底+估值底+信心底”的三重共振。对于券商来说，这种由上而下的制度催化，才是唯一能够抵消其盈利结构钝化的外力。第二，有成交量的市场。券商的盈利模型，本质还是一个乘数放大器。无论是经纪、两融，还是信用、自营，最终都要靠交易活跃度来支撑业绩弹性。过去一年，沪深两市日成交额有超过100个交易日突破万亿关口，两融余额重返2万亿平台，这种流动性宽松带来的景气回暖，是券商股能够抬头的根本逻辑。要让这个飞轮真正转起来，市场需要的是持续的“量能地基”，而不仅仅是几天的热点轮动。一旦放量维持在1.8到2万亿区间以上，券商的盈利体感就会明显回升。在这样的背景下，我们对券商的期待，也必须更现实一些。它不再是那个“开盘涨停、闭眼暴富”的梦想承载者，也不再是牛市中可以被情绪轻易推起的全民共识品种。它更像是一个结构性行情的晴雨表：政策有多坚定，市场有多放量，券商就能涨得有多整齐、有多持久。所以，券商的机会，也从过去的“情绪共振”，转向了“结构选择”。从2025年中期的数据来看，券商板块的确展现出一轮较强的业绩修复：成交额同比大增、两融余额破新高、部分中型券商业绩同比翻十倍以上。这些都在告诉市场，即便弹性弱化，飞轮依旧存在。更重要的是，政策正在把更多想象空间重新赋予这个行业。稳定币条例落地、头部券商牌照升级、国际业务扩张、国债权益再平衡趋势显现……一系列“非行情驱动型”催化，正在重塑市场对券商板块的预期结构。它们不再只是牛市的“受益者”，而可能逐步成为新制度体系下的“制度承载者”。这或许就是当下配置券商资产的意义所在，不是等它涨停，而是看到它正重新被赋予位置。

Crypto News: Bitcoin rallies to a new high of $124,000 and Ethereum crosses $4,700. Bullish asset exchange goes public on the NYSE. Google tries to bank non custodial crypto wallets.Show Sponsor -

In this special episode of The Data Minute, Peter sits down with Dave Chen, Co-Head of Global Technology Investment Banking at Morgan Stanley, for a tactical deep dive on how today's founders should think about going public.Dave shares what IPO prep really looks like in 2025 and beyond, why the best companies start working with bankers 2–3 years ahead of a listing, how institutional investors actually evaluate growth-stage companies, and which metrics every founder needs to start tracking long before they file a public S-1. He also breaks down the difference between “lean in” and “sobering” market windows, how valuation strategy works behind the scenes, and what happens in the high-pressure decision days right before a public debut.If you're leading an aspirational company, or running growth-stage finance, this is the IPO playbook you've been waiting for.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:01:12 – Dave Chen's path from pre-med to tech investment banking02:53 – The enduring founder journey from startup to IPO04:16 – IPO timelines have changed06:21 – How scale has shifted in the public markets07:28 – Is there still room for smaller IPOs?08:31 – Lean in vs. sober & clinical10:03 – Why companies now engage banks years before IPO12:00 – How founders can gauge IPO readiness13:08 – Building investor relationships years ahead of a roadshow14:34 – What happens when the IPO timeline shifts16:11 – 2024 recap: What happened, and what didn't, in tech IPOs17:32 – The real reason we didn't see more IPOs18:44 – Private capital changed the game for late-stage companies20:01 – The rise of structured late-stage rounds21:03 – How growth + downside protection are unlocking new deals22:53 – Why public investors love private exposure early23:06 – Does IPO prep differ for tech vs. non-tech companies?24:15 – 2–3 years out: What founders should focus on first25:13 – Most teams don't optimize metrics correctly26:02 – The management team matters before and after the IPO27:26 – Designing a board that adds real support28:12 – Why predictable revenue matters pre-IPO29:34 – The fuel founders need to operate like a public company30:53 – The small M&A move that delayed an IPO by six months33:14 – Biggest mistake? Letting the IPO process control you35:15 – The point of no return36:32 – How banks help guide IPO valuation strategy38:15 – What to do when you don't have direct comps40:01 – Getting credit for your company's future performance43:28 – Should you raise the price range?44:26 – Press coverage and the IPO signal vs. noise45:19 – Start IPO readiness years before you need itThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights reserved. Initial public offerings (IPOs) and secondary offering suitability requirements apply. There is no guarantee of receiving IPO shares. Please be advised that public offerings are not suitable for all investors. IPOs are highly volatile and risky and should not be considered by investors with conservative investment objectives or low tolerance for risk. CRC 4745633 (08/2025)

Dealmaking between Western and Chinese biopharmas has been one of the year's bright spots, as a maturing biotech landscape in China converges with Western demand for innovative assets, driving record deal flow. At the same time, the Hong Kong stock exchange has emerged as the hottest market for biotech IPOs, at a time when the NASDAQ window remains shut.These themes will be in the spotlight at the 12th BioCentury-BayHelix China Healthcare Summit Oct. 22-24 in Shanghai. On this special edition of the BioCentury This Week podcast, a trio of biopharma leaders join BioCentury's analysts to discuss the landscape: McKinsey's Franck Le Deu, former BD executive Ji Li, and HBM Holdings' Mike Patten.BioCentury, BayHelix and Insights Partner McKinsey & Company invite you to visit Shanghai for the 12th China Healthcare Summit at the St. Regis Shanghai Jingan. For more information, click here; to apply to join the 2025 Class of Presenting Companies click here. View full story: https://www.biocentury.com/article/656773#ChinaBiotech #CrossBorderDeals #HongKongIPO #BiotechInvesting #LifeSciencesFinance00:00 - Introduction02:09 – Key Trends06:03 – View from McKinsey13:36 – Evolution of Deal Landscape20:24 – Learning from China24:00 – China-China M&A & NewCosTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

A great episode on actual NUMBERS - trading takes away long term gains! Plus some great stocks! Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Regardless of what uncertainty exists in the market or from where it originates, deals continue to get done. However, doing deals during more turbulent times takes some strategic maneuvering. Riveron's Alex Shahidi, Transaction Services Leader, Jeff Bernstein, Equity Capital Markets Leader, and Ryan Gamble, Tax Advisory Leader, explore the current deal environment, and the factors affecting public and private dealmaking. They talk tariffs, capital and debt markets, legislative changes affecting tax, IPO, SPACs and other factors that affect the execution of M&A deals in uncertain times.

Welcome to a new episode of the EUVC Podcast, where we bring you the people and perspectives shaping venture — this time with a lens on Southeast Asia and India.This week, David and Ambika from Circle Capital sit down with Tanuja Rajah, Partner at M Venture Partners (MVP) in Singapore — an early-stage fund backing founders from day zero across Southeast Asia and India.Tanuja's path is not your typical VC story: a PhD in immunology, a startup built on trial and error, and a mission now to fund the region's next generation of founders tackling healthcare, trust, access, and affordability — without the science risk.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das spektakuläre IPO von Bullish, die Rallye des Nikkei und durchwachsene Zahlen bei Cisco Systems. Außerdem geht es um Rheinmetall, SAP, Cancom, Nemetschek, Amazon, Coreweave, E.on, Ströer, HelloFresh, Asics, Tencent, Heidelberg Materials, Holcim, CRH, Wienerberger, Strabag, Budimex, Sniezka, Kingspan, Rockwool, Prysmian, Nexans, NKT, Siemens Energy, PKO Bank Polski, Raiffeisen Bank International, Finnair, Metso, Kernel Holding, Ferrexpo, Euwax Gold II (WKN: EWG2LD), iShares Physical Gold (WKN: A1KWPQ) oder den Xetra Gold (WKN: A0S9GB). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Today, Nicole shares the biggest headlines on Wall Street and how they will affect you and your wallet. In this episode, she unpacks what's at stake with the potential IPO of mortgage giants Fannie Mae and Freddie Mac, why electricity prices are going up and good news on interest rates. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. As part of the IRA Match Program, Public Investing will fund a 1% match of: (a) all eligible IRA transfers and 401(k) rollovers made to a Public IRA; and (b) all eligible contributions made to a Public IRA up to the account's annual contribution limit. The matched funds must be kept in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. See full terms ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *APY as of 6/30/25, offered by Public Investing, member FINRA/SIPC. Rate subject to change. See terms of IRA Match Program here: public.com/disclosures/ira-match.

Treasury Secretary Scott Bessent calling for a 50 basis point rate cut by the Federal Reserve. The potential impact that could have on stocks, yields, and your wallet. Plus Nasdaq CEO Adena Friedman weighs in on trading, exchanges, the IPO pipeline, and more.Fast Money Disclaimer

Plus: Amazon announces new grocery services. Bullish's stock soars on its IPO day. Cava misses growth expectations. Katherine Sullivan hosts. Sign up for the WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Learn more about your ad choices. Visit megaphone.fm/adchoices

China Style Capitalism - CHINUS Capitalism Some Fed speakers talking 2 cuts now Fresh set of IPOs entering the market A NEW Closest to The Pin announcement PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - China Style Capitalism - CHINUS Capitalism - Some Fed speakers talking 2 cuts now - Fresh set of IPOs entering the market - A NEW Closest to The Pin - AND a couple of listener limericks Markets - New Highs and Crypto looks to breakout - Apple best week since 2020 - Alts coming to your 401k - Gold - no longer to be tariff'd - NVDA chips - not safe? Fed Speakers - Some talking 3 rate cuts... End of year? - CPI and PPI this week so we shall see -- Seems like kiss ass tactcs to keep job or get promoted New America Way of Business? - CHINUS - Nvidia and Advanced Micro Devices have agreed to give the U.S. government a share of revenues from certain chips sold in China, the Financial Times reported, in an unprecedented arrangement with the White House. - In exchange for 15% of revenues from the chip sales, the two chipmakers will receive export licenses to sell Nvidia's H20 and AMD's MI308 chips in China, according to the FT. - The arrangement comes as President Donald Trump's tariffs continue to reverberate through the global economy, underscoring the White House's willingness to carve out exceptions as a bargaining tool. (Who is this bargaining with????) Perplexing - Perplexity offered to purchase Google's (GOOG) Chrome for $34.5 billion, according to WSJ - Google doesn't break out Chrome-specific revenue, analysts estimate its indirect contribution to ad revenue is tens of billions annually. Losing Chrome would weaken Google's ability to control defaults and gather behavioral data, which are critical for ad targeting - Analysts suggest Chrome could be worth $50 billion or more if Google were forced to sell, given its user base and strategic importance - IPOs - The U.S. IPO market has surged in 2025, with over 210 listings so far—up 84% from last year. Notable performers include: - Figma, Inc. – IPO at $33, now trading at $78.11 (+136.70%) - Ambiq Micro, Inc. – IPO at $24, now $39.47 (+64.46%) - inkhome Holdings Inc. – IPO at $4, now $7.50 (+87.50%) - Rich Sparkle Holdings Limited – IPO at $4, now $35.09 (+777.25%) - Masonglory Limited – IPO at $4, now $12.00 (+200.00%) - Firefly Aerospace Inc. – IPO at $45, now $50.17 (+11.49%) - HeartFlow, Inc. – IPO at $19, now $28.75 (+51.32%) JOBS Report FIX - BLS Commissioner nominee E.J. Antoni suggested that monthly jobs report could be paused to fix methodology, according to Fox Business interview - Many are worrying about the FIX - is it a fix or will it be fixed...? - More than 2,000 people work at the Bureau of Labor Statistics (BLS), including professional economists and survey takers who contribute to the production of the monthly jobs report - The Commissioner of the Bureau of Labor Statistics (BLS) has no direct role in collecting, processing, or altering the monthly jobs report data. Here's a breakdown of how the system is designed to prevent manipulation ---The commissioner does not see the jobs data until the Wednesday before its public release on Friday - But, let's discuss - how can the commissioner change the numbers? Intel - 96 hours of fun - Intel stock up as White House going to force TSM to buy into company - Intel stock down as White House recommends firing CEO - Intel Stock up after CEO meeting with Trump in White House Apple - Best week since July 2020 - Apple shares rose 13% this week, its largest weekly gain in more than five years, after CEO Tim Apple appeared with President Donald Trump in the White House on Wed...

Carl Quintanilla, Jim Cramer and David Faber discussed riding the record rally in stocks, with the S&P 500 and Nasdaq hitting new all-time highs. The anchors also reacted to Treasury Secretary Scott Bessent's suggestion that the Fed should cut interest rates by a half-point in September. CoreWeave's high-flying post-IPO rally takes a detour despite guidance and quarterly revenue above street estimates. Bullish CEO Tom Farley joined the program after ringing the NYSE opening bell. Farley -- former president of the NYSE -- discussed Bullish going public and how the crypto exchange is capitalizing on stablecoins. Also in focus: Elon Musk-Sam Altman battle intensifies, Cava plummets. Squawk on the Street Disclaimer

It's been nearly a year since we sat down with Andy Goldberg, the CEO of PCH media, to discuss how the company has successfully navigated more than 40 years of shifts in the media industry. A lot has changed since we spoke, which in a way, makes this conversation all the more relevant. We hope you enjoy, and we'll be back with a fresh episode next week. Summary: Longevity in any business is something to celebrate, but when a media company can successfully evolve through several decades of seismic shifts, it's also a huge lesson in the art of pivoting. Today's guest has navigated through 41 years of change and his company has come through stronger than ever.We're sitting down with Andy Goldberg, CEO of PCH Media. Andy is leading PCH's multi-year transformation as the company continues to pivot from direct-to-consumer retail towards an identity and data-driven advertising business. This includes a concerted effort to attract and hire top media talent to align with the company's new focus. The company is aimed at creating incremental shareholder value based on PCH's unique value exchange and unparalleled ability to generate peer audience authentication, permission first-party data, and tremendous user engagement.Andy has led the company through several successful evolutions via acquisitions in the online search, casual games, and mobile advertising markets. In addition to being CEO, he's also Chairman of the Board of Directors and a past member of the Board of Directors and Executive Committee of the Direct Marketing Association.Recognized for excellence in the industry, Andy has been honored with the Silver Apple Award from the Direct Marketing Club of New York. He earned a BS in Marketing from the Wharton School at UPenn.Highlights:PCH's background and history (3:16)How Andy got involved at PCH and his path to leading transformation initiatives (4:43)User base and engagement at PCH (7:50)The value of PCH's audience and engagement data to marketers and advertisers (9:02)How PCH partners with clients to help them build their databases (13:24)The differences between zero, first, and third-party data (14:47)Andy's take on the discussion around depreciating third-party cookies (16:39)PCH's marketing collaborations with third-party players (19:12)The role of AI in the evolution of PCH (20:39)Andy's outlook on future goals and opportunities for PCH (22:31)Links:Andy Goldberg on LinkedInPublishers Clearing House on LinkedInPublishers Clearing House WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

The story continues to be the broadening as tech takes a slight breather today. Plus, another booming IPO could be a big signal for the overall outlook for stocks. We discuss with Trivariate's Adam Parker, Charles Schwab's Kevin Gordon and Mike Rode from American Century Investments. BTIG's top technician out with a fresh note on small caps today. He joins us with what's behind his call. Lo Toney from Plexo Capital tells us how he is navigating the tech space with the Nasdaq at new highs. And, Anastasia Amoroso from Partners Group tells us whether she thinks this is really one of the best environments we've seen in some time for investing in stocks and bonds. 

Kristina Partsinevelos sets the day's market theme before Rick Santelli covers bond market reaction. Paul Hickey of Bespoke Investment discusses weakening breadth, while Ben Reitzes of Melius Research examines the software slump and the role AI is playing.Earnings spotlight includes Cisco, plus Kate Rogers on the fast casual sector's troubles with Danilo Gargiulo of Bernstein analyzing Cava's crash and where to find value in the restaurant sector. Centerview Partners co-president Tony Kim weighs in on a bullish environment for IPOs and dealmaking – and if it can continue. 

Mark Luschini, chief investment strategist for Janney Montgomery Scott, says that with no one talking about recession these days, he says "it is the one thing the market is at risk of having happen right now" because the market isn't pricing in any potential downturn. Recession is not his base case, but he says there is an economic soft patch to get through that will take the economy to the edge of stall speed; he does think the market will get through that to finish the year higher, with the Standard & Poor's 500 moving hitting 6,600. Luschini thinks investors will want to ride that upturn well diversified, including allocations to international stocks — and particularly developed Europe — where he thinks valuations will help to keep this year's run-up rolling along. Joseph Schuster, chief executive officer at IPOX Schuster, says that the market for initial public offerings has been hot this year — a fund based on his landmark IPO index is up more than 30 percent year-to-date — and has some more solid names that are ready for their roll-out, including financial companies Bullish and Miami International Holdings, which make their debuts this week. Plus, with the S&P 500 having closed Tuesday above 6,400 for the first time, Chuck has a recommendation for how investors should be reacting to the news, and the move they should be making here with the market at highs.

It's a busy and jam-packed edition of Crypto Corner this week. Sam Vadas and Adam Lynch examine the surge in Ethereum (/ETH) as it approaches all-time highs. Meanwhile, Circle (CRCL) shares fade after its first publicly reported earnings report and Bullish (BLSH) begins trading after its highly anticipated IPO. Plus - find out why Jeff Bezos' Blue Origin is now accepting crypto payments for flights to space! VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. INVESTORS MUST HAVE THE FINANCIAL ABILITY, SOPHISTICATION, EXPERIENCE AND WILLINGNESS TO BEAR THE RISKS OF AN INVESTMENT, AND A POTENTIAL TOTAL LOSS OF THEIR INVESTMENT.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

My YTD portfolio beats the S&P - what mistakes I've made. Plus an in depth look at Alpha Picks losers and how to make them winners. Here are the links to all the sales: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SAVE ON TRENDSPIDER - GET THE ANNUAL SUBSCRIPTION TO GET MY 4 HOUR ALGORITHM ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Think business is boring? What about when your streaming bill goes up, or your favorite restaurant files for bankruptcy? Do you ever wonder what's going on behind the scenes? Business Wars gives you a front row seat to the biggest moments in business, to explain how they shape our world. In the latest season, they explore the AOL Time Warner merger, a deal that became one of the most expensive and chaotic corporate disasters on record, one that permanently scarred both companies. Listen to Business Wars: The AOL Time Warner Disaster right now wherever you get your podcasts: Wondery.fm/BW_IFDSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Coin Stories, Natalie Brunell talks with Mike Novogratz, CEO of Galaxy Digital and one of the most prominent long-time voices in Bitcoin and crypto investing. Mike shares how he first got into Bitcoin in 2013, why he believes it could hit $1 million, and what he's learned from Galaxy's journey, including its IPO and large-scale BTC transactions. He opens up about his crypto portfolio (what % Bitcoin), any past investment regrets, and how Bitcoin is merging with traditional finance. Plus, insights on Michael Saylor, crypto communities, and what's ahead for the digital asset space. Topics discussed: The key drivers of Bitcoin adoption and price What Galaxy Digital is and how it evolved The clash between Bitcoin and broader crypto narratives Novogratz's Bitcoin forecast and portfolio breakdown ---- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie  ---- Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get 0.25% off their first loan. Learn more at https://www.Ledn.io/natalie  ---- Natalie's Bitcoin Product and Event Links: Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/  Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput=  Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto      ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

In his first interview since Circle's IPO, Circle co-founder and CEO Jeremy Allaire explains the blockchain-native company's first earnings report, as well as his own vision for the future of finance.  Elon Musk is threatening to sue Apple over its App Store rankings of AI apps; CNBC's Steve Kovach and contributor Michal Lev-Ram discuss Musk's strategy and the race for AI dominance. For the new BLS commissioner position, President Trump will nominate E.J. Antoni, an economist at the conservative Heritage Foundation. Steve Kovach - 21:27Michal Lev-Ram - 26:42Jeremy Allaire - 34:12 In this episode:Michal Lev-Ram, @mlevramJeremy Allaire, @jerallaireJoe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

Carl Quintanilla, Jim Cramer and David Faber led off the show with market reaction to July CPI inflation data -- as well as what the results could mean for the Fed. Chips back in the spotlight: Beijing reportedly demanding that Chinese tech companies justify buying Nvidia's H20 chips instead of domestic alternatives. The anchors reacted to Intel CEO Lip-Bu Tan's White House Meeting with President Trump. Elon Musk threatens Apple with legal action over alleged antitrust violations involving the App Store. Also in focus: Stablecoin issuer Circle Internet extends its post-IPO rally to a gain of 490% after posting its first quarterly report as a public company, Trump threatens Fed Chair Powell with a "major lawsuit."  Squawk on the Street Disclaimer

Kristina Partsinevelos breaks down the day's market theme before Rick Santelli covers bond market moves following a lighter-than-expected CPI report. Daniel Hornung, former Deputy Director for the National Economic Council, shares his economic take, while earnings coverage includes CoreWeave and Cava.Jim Paulsen of Paulsen Perspectives and Sam Stovall of CFRA Research weigh in on market trends, and Nick Del Deo of MoffettNathanson reacts to CoreWeave's results. Tanaya Macheel discusses bullish IPO pricing expectations, and c3.ai CEO Tom Siebel addresses a major revenue miss.

What do you do when the dream you've chased no longer fits? For Julia Hartz, it meant walking away from a promising career in Hollywood to dive into the unknown world of startups. As an intern on the set of Friends, she learned the value of kindness, clarity, and high standards. But the real test came in tech, where she bootstrapped through a downturn, faced 27 VC rejections, and ultimately co-founded Eventbrite, one of the world's leading event ticketing platforms. In this episode, Julia joins Ilana to discuss her leap from TV to tech, how she led Eventbrite through a crisis, and how she continues to reinvent herself and her business.  Julia Hartz is the co-founder and CEO of Eventbrite, a global ticketing and event technology platform that empowers creators to bring people together through live experiences. In 2018, she took the company public on the New York Stock Exchange, making her one of the few female founders to lead a tech IPO. In this episode, Ilana and Julia will discuss: (00:00) Introduction (01:02) Julia's Leap from Performance to Broadcasting (04:28) Her Internship on the Set of Friends (07:15) Discovering Her Path in TV Development at MTV (10:59) The Original Jackass Pilot and Startup-Like Creativity (14:55) Transitioning from MTV to FX and Facing Uncertainty (18:47) Leaving Hollywood to Build a Startup (26:43) The Product Strategy That Transformed Their Business (32:29) Getting 27 Rejections from VCs and Refusing to Quit (35:50) How the Financial Crisis Created Their Breakthrough (40:03) Reinventing Herself to Become CEO (46:05) How COVID Nearly Took Down Eventbrite (51:09) The One Rule She Always Comes Back To Julia Hartz is the co-founder and CEO of Eventbrite, a global ticketing and event technology platform that empowers creators to bring people together through live experiences. In 2018, she took the company public on the New York Stock Exchange, making her one of the few female founders to lead a tech IPO. Today, Eventbrite has powered millions of events and facilitated billions in ticket sales in 180 countries. Connect with Julia:Julia's Website: eventbrite.comJulia's LinkedIn: linkedin.com/in/juliahartzJulia's Instagram: instagram.com/juliahartz Leap Academy:Ready to make the LEAP in your career? There is a NEW way for professionals to Advance Their Careers & Make 5-6 figures of EXTRA INCOME in Record Time. Check out our free training today at leapacademy.com/training

Vincent founder Slava Rubin and Sacra's Jan-Erik Asplund discuss Klarna, a leading buy now, pay later (BNPL) company, exploring its business model, revenue streams, competitive landscape, and future outlook as it approaches a potential IPO.

Episode 645: Neal and Toby chat about the Trump administration preparing an IPO of mortgage giants Freddie Mac and Fannie Mae that could raise $30B. Then, Instagram releases a new feature that can show the location of your friends…and people aren't happy about it. Also, Sweetgreen continues to struggle to bring customers in and is trying to switch its focus away from greens to proteins. Meanwhile, AOL is finally discontinuing its service which begs the question…how did it last this long? And Bed Bath & Beyond is mounting a comeback with its first store in Nashville since its bankruptcy.  LinkedIn will even give you a $100 credit on your next campaign so you can try it yourself. Check out LinkedIn.com/mbd for more. Submit your MBD Password answer here: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Check out Per My Last Email! Spotify link: https://open.spotify.com/show/0nLoZjMIpr7AhG61xsZlWs?si=83e893071dd44696  YT link: https://youtube.com/@permylastemailshow?si=aMa5d8vjKlFdeZlb  Show page: https://www.permylastemailshow.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Martin Mignot is a Partner at Index Ventures, the best-performing fund in the world right now. In the last three months, they have sold Wiz for $ 32 billion, sold Scale for $14.9 billion, and IPO'd Figma as the largest investor. In addition to this, they are the largest or second-largest shareholders in Roblox, Revolut, Adyen and Datadog.  Agenda for Today: 00:00 – Why Gross Margin is the Biggest Sin in the Early Days 04:50 – Why Most People Shouldn't Become VCs 07:40 – Why it is BS to Suggest the Future of VC is Boutique vs Mega Fund 09:10 – Do Multi-Stage Funds Really Give a S*** About Seed 13:50 – The Founder Trait That Trumps Market Size Every Time 18:45 – How Spotify Still Haunts Index Ventures & What They Learn From It? 28:50 – The Brutal Truth About European vs. U.S. Founders 34:20 – The Case for a European AI Giant (and Who Might Build It) 40:50 – The Return of the 7-Day Founder Work Week 52:10 – Biggest Lessons from Leading Revolut's Series A 56:40 – Betting Against Nick Storonsky? Don't. 1:03:10 – The One Competitor Index Ventures Admires    

P.M. Edition for Aug. 8. In an exclusive, we're reporting that the Trump administration is preparing an IPO for mortgage giants Fannie Mae and Freddie Mac later this year, which it estimates could raise $30 billion. But WSJ capital markets reporter Corrie Driebusch says that key questions remain—including whether the companies will remain under government conservatorship. Plus, gold futures briefly surpassed a 45-year record before paring gains after the White House said it would clarify tariffs on gold. And nicotine is in, beer is out: What Americans' changing vices mean for the companies behind the goods, and their stock prices. WSJ reporter Laura Cooper discusses how the companies are responding. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

One obscure British airline is surging thanks to a TikTok meme… Jet2 is self-roasting.Uber stock is 2x higher than their IPO, while Airbnb's is down… we found why one's riding, one's hiding.The NFL is buying 10% of ESPN from Disney… but Disney is living in Opposite Day.The most popular name on Wall Street (and Germany) right now is… Kevin.$JET2 $UBER $ABNB $DISWant more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… Hennessy