Podcasts about public markets

Madison's fifth annual Ukraine Fest is happening this Saturday, Aug. 22 in Olin Park. The event comes at a time when 100,000 Ukrainian refugees in the U.S. are awaiting a decision by the Trump administration on whether or not to extend their Temporary Protected Status. Host Bianca Martin and producer Jade Iseri-Ramos talk with Allison Suchon from Friends of Ukraine Madison about the festival and the heightened anxiety among the Ukrainian community.  Then, MAMA 2026 DJ of the Year DJ Femme Noir (aka Tempestt Ballenger) joins the show to talk about the state of Madison's queer dance scene. Finally, we discuss the newly opened Madison Public Market. Spoiler alert: it features several vendors, excellent bathrooms, and paid parking. 

 Join José as he hosts another episode of the Emerging Manager series on the Delphi Podcast, sitting down with Michael Dempsey, managing partner of Compound. Michael makes the case that most venture funds being raised today are playing momentum games that won't survive contact with a real cycle, and explains why Compound has become known as one of the slowest-deploying seed funds in the US. They dive into the fallacy of founder legibility, why paying up at seed doesn't improve outcomes, and how the firm's research edge decayed the moment anyone could drop an academic paper into ChatGPT. Michael shares Compound's portfolio construction math, the thesis behind their public markets fund and the coming decade of market cap destruction, where he's investing across bio, materials, and robotics, and why the humanoid narrative is far more fragile than the market believes. Timestamps00:00 Intro01:24 Why Momentum Investing Fails in Venture05:05 Price, Legibility, and the Myth of the Obvious Founder15:10 Research as Edge and the Problem With Obviousness32:31 Portfolio Construction and Shots on Goal39:04 Bio, Materials, and the Commoditization of Intelligence43:44 Public Markets, Software Margins, and the Short Side56:58 Meta, Google, and the Mag 71:06:45 Crypto, Robotics, and Drone Warfare1:21:38 Therapy, Psychedelics, and Writing

A committee meeting gets hacked, the ongoing debate over a City Administrator, a $600,000 push for a public market, and millions going toward the old Kmart and Shopko sites — those are just a couple of topics we hit on with La Crosse City Council president Tamra Dickinson in studio, ahead of Thursday's monthly meeting. The council meets at 6 p.m. at City Hall, where members could face a crucial vote on creating a city administrator position. It’s a debate that’s been building for over three years, but one of many interesting things happening at council Thursday. Topics covered in this episode: Zoom Hijacking Investigation: What happened during last week's committee meeting, how quick IT action shut it down, and where things stand with Zoom and local police. City Administrator Debate: The amount of public outreach on creating the position, how much we've covered it on the show, and what needs to happen before a final vote. Public Market Push: Allocating $600,000 to update a 2017 feasibility study and partner with the RDA on pre-development plans. Kmart & Shopko Site Funding: Redirecting up to $3 million in TID 11 funds toward critical underground utility infrastructure to support new developments at Bridgeview Plaza and the former Kmart lot. Healthcare Committee Referendum: A petition drive with around 5,000 valid signatures puts a new Citizens Advisory Healthcare Action Committee on the November ballot. North Side Railroad Crossings Saved: How local pushback forced the DOT to abandon plans to dead-end Avon and St. Cloud streets. 18-Month Data Center Moratorium: Why the city is pausing new data center builds to align with county policy while studying future land use. Bird City Designation: Why La Crosse is reapplying for Bird City status—and how local stray cat policies keep it off the "high-flying" list. Check out the full Thursday City Council meeting agenda and details on the La Crosse Legistar Page.See omnystudio.com/listener for privacy information.

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so for public AI names, but there's no sign of a slowdown on the ground in Silicon Valley. We discuss the latest moves, contracted vs. spot GPU prices, the game theory of memory supply agreements, and why Claude has become the Walter Cronkite of the stock market. We close on SpaceX, orbital compute, and what Gavin sees as the single biggest risk to all of it. Please enjoy this conversation, from the famous table at Benchmark, with my friend Gavin Baker. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to vanta.com/invest.  ----- WorkOS is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Welcome to Invest Like The Best (00:02:35) First Question: July Was 2022 in a Month (00:04:08) The Private Companies Public Markets Can't See (00:05:06) Old GPUs Repricing Higher (00:06:53) Walking Through the Month (00:08:22) Kimi, GLM 5.2 & the Open Source Freak-Out (00:10:51) Real Yields, Spreads & CDS (00:11:54) Does the Build-Out Need Credit? (00:15:22) A Sell-Off With No Clear Villain (00:17:35) Open Source as Dark Matter (00:18:39) Nvidia's Lowest Forward PE in 10 Years (00:21:35) Claude as Walter Cronkite for the Stock Market (00:23:55) Continual Learning & Sample Efficiency (00:25:19) What Would Actually Scare Him (00:26:38) Routers & the Multi-Model Future (00:30:51) Tokens as a Percent of Comp Spend (00:33:37) The Game Theory of Breaking an LTA (00:36:41) Nvidia's Credit Wrapper & Revenue Share (00:37:45) What He'd Do If He Ran Hynix (00:41:46) Who's More Bullish than Him (00:43:28) China's DUV Machine (00:46:10) Bull Case for Software (00:48:16) The RSI Maximalist View (00:49:31) Inference Clouds Growing Without Burning Cash (00:50:35) The Biggest Risk Is Regulation (00:53:44) Telling the Story Better (00:57:15) Dark Horses (00:58:02) SpaceX in the Public Markets

SpaceX is preparing to report earnings as a public company for the first time, giving investors their clearest look yet at the businesses behind one of the market's most closely watched valuations.Chuck Zodda and Mike Armstrong preview SpaceX's first earnings report, including how the company plans to break out its space, connectivity, and AI businesses, why Starlink may be the most important revenue driver, and why heavy AI spending could raise the same questions facing the rest of Big Tech. They also discuss the latest pause in U.S. strikes on Iran, why oil remains difficult to trade as inventories keep falling, and what this week's jobs and manufacturing data could mean for markets. Plus, they look at a major Bitcoin cold storage hack, why some crypto investors may have lost everything despite trying to do the right thing, whether the post-pandemic travel boom is actually fading, and why helicopter parents are now showing up in their adult children's careers.

It’s committee week in the City of La Crosse, where the creation of an administrator position is back on the agenda, along with new movement on a potential public market. Mac Kiel stopped in studio to help break down the key items up for discussion across Judiciary & Administration (J&A) and Finance & Personnel (F&P). We talk about how a 4,500+ signature petition could lead to a new committee, TID funds slotted for the old Kmart and Shopko sites, and a proposed pause on data center developments. Plus, Kiel helps break down the city’s projected $8 million budget shortfall for next year and how that compares to this time last year, when La Crosse was facing a $5 million shortfall at this time. Just to note, the J&A committee meets at 6 p.m. Wednesday (agenda) due to National Night Out, while the F&P (agenda) meets at its regularly scheduled 6 p.m. Thursday time. Topics moving through committee: Bicycle and Pedestrian Master Plan: Key updates and greenway adjustments Public Market: $600,000 in TID funds proposed to update feasibility studies Capital Improvement Project: Reviewing the $60 million CIP budget Downtown Parking: $187,000 assessment for properties in the downtown district Town of Campbell Incorporation: $90,000 allocation to support the city's legal appeal Legal Settlement: $75,000 city payout for a vehicle accident claim Public Safety & Environment: Police department SAFE camera donation and filing to reinstate La Crosse as a official "Bird City" Kiel is a former La Crosse City Council member, who is an advocate for providing the public with what is happening with city government. She also serves on some city boards and works with the unsheltered population.See omnystudio.com/listener for privacy information.

The crew packs a full room this week: nine days after Madison police killed Corey Ruiz, Rob breaks down the standoff between the Office of the Independent Monitor , Madison Police and the state DCI over evidence access. Plus, we have updates on the La Crosse homicide inquest and Charles Myadze's latest trial delay. The Francesca Hong-led governor's race gets a deep dive on electability, race, and the most recent Marquette poll. Plus: Stoughton kills its Flock camera contract, the CARES team's five-year mental-health-response numbers, an algae-eating boat on Lake Monona, a new mural at Lighthouse Christian School, and Rob's on-site interview with Madison Public Market CEO Keisha Harrison on opening day.

In this episode, Will Harvey shares his journey from real estate investing to private lending, discusses how he leverages Google Ads for lead generation, and explores unique investment opportunities in public markets. Learn practical insights on building a successful finance-focused real estate business.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Episode Overview What if you could invest in some of the world's most valuable private technology companies—before they ever go public? In this episode of The Silicon Valley Podcast, host Shawn Flynn sits down with Mark Klein, CEO of Neostellar  Capital, one of the few publicly traded venture capital firms providing investors with exposure to late-stage private companies. Neostellar 's portfolio includes investments in some of the most influential technology companies of the AI era, including OpenAI, Canva, Whoop, Vast Data, and it was also an early investor in CoreWeave. Mark shares how Neostellar 's "Public VC" model opens the door for public market investors to participate in venture-backed innovation—an opportunity that has traditionally been reserved for institutional investors and elite venture capital firms. The discussion dives into one of Neostellar 's most notable investments: its $17.5 million investment in OpenAI during the company's September 2024 funding round. As OpenAI's valuation has risen dramatically, Mark explains what that means for Neostellar  shareholders and how the firm evaluates opportunities in today's rapidly evolving AI investment landscape.. Beyond AI, Mark provides a behind-the-scenes look at the venture capital ecosystem, discussing secondary markets, companies remaining private longer, valuation discipline, and the unique challenges of operating a publicly traded venture capital firm while investing in private businesses. Whether you're a founder, investor, venture capitalist, or simply fascinated by the intersection of AI and capital markets, this episode provides valuable insight into how some of today's most sought-after private companies become investment opportunities. In This Episode Mark Klein's path to leading Neostellar  Capital Understanding the Public Venture Capital model Why private companies are staying private longer Investing in OpenAI before its valuation surge Lessons from being an early CoreWeave investor The future of AI infrastructure investing The growing role of secondary markets in venture investing Balancing public company transparency with private company confidentiality Where Mark sees the next wave of technology investment opportunities About Mark Klein Mark Klein is the Chief Executive Officer of Neostellar  Capital Corp. (NASDAQ: SSSS), a publicly traded venture capital firm focused on investing in high-growth, venture-backed private technology companies. Since its inception, Neostellar  has provided public market investors with access to companies that traditionally remain unavailable until IPO, building a portfolio that includes OpenAI, Canva, Whoop, Vast Data, CoreWeave, and numerous other category-defining businesses. Key Takeaways Public markets can provide exposure to private innovation through specialized investment vehicles. Secondary markets have become an increasingly important source of liquidity and deal flow. Companies staying private longer have fundamentally changed venture investing. Successful venture investing requires balancing long-term conviction with disciplined valuation analysis. Connect with Mark Klein LinkedIn: https://www.linkedin.com/in/mark-klein-6a5b72198/   Disclaimer: The views expressed in this podcast are for informational purposes only. They do not constitute financial or legal, tax, or investment advice, nor do they necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. Any discussion of investments, valuations, or portfolio companies is for educational purposes only and should not be considered a recommendation or solicitation to buy or sell any security. Investors should conduct their own due diligence and consult their professional advisors before making any investment decisions.   #SiliconValleySuccesses #VentureCapital #PrivateMarkets #OpenAI #ArtificialIntelligence #AIInfrastructure #CoreWeave #TensorWave #AMD #NVIDIA #PublicMarkets #NASDAQ #StartupInvesting #Innovation

Gabbiano's and Gabby's David Sigel takes some time to share his journey from studying Chinese history at Lewis and Clark, and then his experience working at a club in Beijing. After his eyes opened to the food scene with visits to places like Clyde Common and Olympic Provisions, he was drawn bac to working at and opening restaurants in Portland.  We talk about what's changing in restaurant economics, including a shift from cocktails. Since David is on the Board of the James Beard Public market, he shares his enthusiasm and some details about what's exciting about that project, and how it may revitalize the downtown area.    gabbianospdx.com @gabbianospdx jamesbeardpublicmarket.com   Right at the Fork is made possible by: Zupan's Markets: www.zupans.com  RingSide SteakHouse: www.RingSideSteakhouse.com  Portland Food Adventures: www.PortlandFoodAdventures.com 

On the phone-in: Chef Ilona Daniel and social media foodie Alex Kwok are here to guide us through the diners and roadside eateries around the Maritimes. And off the top, we'll hear how "The Pierogi Girls" turned their love for the food and the lack of supply in Cape Breton into a business. And more on pedestrian safety.

M&A enthusiasm is carrying biotech amid tepid reception for launches. On the latest BioCentury This Week podcast, BioCentury's analysts discuss BioCentury's 3Q26 Public Markets Preview, asking whether M&A momentum can carry biotech through year-end and what happens if the AI trade goes bust?Editor in Chief Simone Fishburn gives her perspective on what incoming Prime Minister Andy Burnham's agenda means for U.K. life sciences. The analysts also discuss Ionis' ATTR-CM miss and Takeda's orexin program. This episode of the BioCentury This Week podcast has been brought to you by CBRE.View full story: https://www.biocentury.com/article/660118#BiotechMA #BiotechInvesting #PublicMarkets #LifeSciences #DrugDevelopment00:01 - Sponsor Message: CBRE01:46 - 3Q Market Preview10:54 - Burnham's Britain19:40 - Ionis' ATTR-CM Miss29:12 - Takeda Orexin ProgramTo submit a question to BioCentury's editors, email the BioCentury This Week team at podcasts@biocentury.com.Reach us by sending a text

This session explores the opportunities and constraints for Shariah-compliant investing across US private markets, including private credit, venture, growth equity, real assets, and real estate. Speakers will consider structuring approaches, liquidity expectations, governance issues, and how managers are adapting Shariah requirements to modern private-market practices. The panel will also examine where genuine deal flow exists, the current presence of US-domiciled Islamic private-market vehicles, and how tokenisation may broaden investor access to alternatives.Moderator:Mushfique Shams Billah, Chair of Private Credit Team & Partner, Barnes & Thornburg LLPPanelists:Aamir Rehman, Chair, Innate Capital PartnersDr Amjad Hammad, Founder and Managing Partner, Baraka Prosperity PartnersCharles Stackhouse, Senior Vice President, JA Mitsui Capital CorporationShakeel Adli, Founder and CEO, ZunikhThomas Polson, General Partner, Polson Real Assets

In this episode of ThimbleberryU, we talk about what a giant IPO like SpaceX could mean for a personal investment portfolio. The conversation starts with common questions many investors ask when a major private company gets ready to go public. Am I missing out? Is my index fund going to own it? Am I exposed to something I do not understand? Amy explains that many people assume an index fund owns the biggest companies in the market, but that is not always true. Index funds follow rules. For example, a company in the S&P 500 usually has to meet certain requirements around profitability, public trading shares, and time as a public company. So a company can be huge and still not appear in an index fund right away. That distinction matters, but probably not as much as the headlines make it feel. For most investors, one company being absent from an index now or added later is a small part of a diversified portfolio. The bigger risk is behavioral. A headline can create fear of missing out, and that fear can push someone to chase a single hot stock. That reaction can do more damage than the index rules themselves. Amy also explains where this can show up in real accounts. Broad index funds may be held in taxable brokerage accounts, 401(k)s, or IRAs. If those funds are designed to track an index, then the rules of that index shape what the investor actually owns. An index fund does not necessarily mean the investor owns everything. It means the investor owns what the index includes at that time. The episode also explains the difference between active and passive investing. An active fund has a manager making ongoing decisions about what to buy and sell. A passive fund tracks an index mechanically. That does not mean no decisions were made. It means the decisions are built into the index rules rather than made day to day by a fund manager. Amy thinks this is not a one-time issue. Large private companies have been staying private longer and going public at larger sizes. That means investors may keep seeing a large gap between when a company becomes enormous and when it appears in an index fund. The practical takeaway is not to reshuffle a portfolio because of a headline. The better move is to understand what your funds actually own and why they own it. Investors should check whether their index exposure reflects their goals, either with an advisor or through careful research. The calm, fact-based review is more useful than reacting to news. (00:00:00) - Intro (00:00:57) - Do index funds automatically own the biggest companies? (00:01:54) - Does SpaceX's absence actually matter for investors? (00:03:14) - Where this shows up in real accounts (00:04:43) - Active versus passive fund management explained (00:06:15) - Is this a pattern we'll keep seeing? (00:07:23) - What investors should actually do (00:09:18) - Closing and contact info To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.The ThimbleberryU Podcast is produced by JAG Podcast Productions - https://jagpodcastproductions.com/

Aparna Pujar, CEO and founder of Zemplee, joins host KJ to share how a personal experience as a remote caregiver for her aging parents in India sparked the creation of a passive, AI-powered senior care platform. She breaks down why the senior care industry is broken, why episodic care is no longer enough, and how continuous, lifestyle-integrated monitoring can reduce hospital days, prevent falls before they happen, and give older adults the dignity of staying home. Key Takeaways: 3:30 — Aparna founded Zemplee out of a deeply personal caregiving crisis, not a business opportunity, and her own parents were the first test cases. 7:58 — The senior care market is split: roughly 20% of seniors live in institutional settings while 80% live at home with little to no proactive monitoring until a crisis forces the issue. 25:27 — Zemplee's technology is fully passive and lifestyle-integrated, meaning sensors collect data in the background without adding any cognitive burden to the senior or caregiver. 26:17 — Women will spend a significant portion of their lives as caregivers and then eventually as care seekers, making the design of a better system a personal stake for nearly everyone. Quote of the Show (1:00):"Everybody gets older… we have to design our future." — Aparna Pujar Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Aparna Pujar:LinkedIn: https://www.linkedin.com/in/aparnapujar/ Company Website: https://zemplee.com How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/@disruptioninterruption4539 See omnystudio.com/listener for privacy information.

Reid and Aria explore what the coming wave of AI IPOs could mean for the future of technology, investing, and the broader economy. They discuss why public ownership may become an important way for society to participate in AI's upside, where Reid sees the strongest long-term opportunities across the AI landscape, and why the next generation of software engineers will be defined by managing AI agents. They end the episode examining the rise of AI-generated music, what it means for creativity and copyright, and why AI should be viewed as a tool that expands human expression rather than replaces it.  To watch Reid's Pi Day music video: https://www.instagram.com/reel/DV3-Pw8EZ7x/?hl=en 

How do you spot the next category-defining company before everyone else?In this episode of Startup to Stock Exchange, Seth Farbman sits down with Chris Marlett, CEO of MDB Capital, to discuss finding breakthrough technologies, building market leaders, navigating public markets.From IPOs and investing to leadership and storytelling, Chris shares the lessons he's learned from helping build 18 public companies over the last 30 years.Seth's CompaniesVstock Transfer – https://www.vstocktransfer.com/Share Media – https://www.sharemedia.co/Listen to the ShowApple Podcasts – https://podcasts.apple.com/us/podcast/seth-farbman-on-podcast-from-startup-to-stock-exchange/id1356667808Spotify – https://open.spotify.com/show/54i7xkWaAALAFrUvk4WZcNConnect with SethLinkedIn – https://www.linkedin.com/in/sethfarbman/Instagram – https://www.instagram.com/sethfarbmanstockTikTok – https://www.tiktok.com/@sethfarbmanTwitter (X) – https://x.com/sethfarbman1About the ShowFrom Startup to Stock Exchange, hosted by entrepreneur and investor Seth Farbman, spotlights the journey of founders and CEOs as they scale their companies from early ideas to public markets. Each episode features candid conversations with leaders across industries, offering insights on growth, fundraising, branding, and the mindset it takes to build a company that lasts.Connect with Seth LinkedIn – https://www.linkedin.com/in/sethfarbman/ Instagram – https://www.instagram.com/sethfarbmanstock TikTok – https://www.tiktok.com/@sethfarbman Twitter (X) – https://x.com/sethfarbman1

Welcome to Printing Money Episode 39, (or, “The one where they all went to market”). It's that quarterly time, so Troy Jensen (Managing Director, Cantor Fitzgerald) joins Danny for a review and analysis of the Q1 2026 public 3DP/AM company earnings. Episode 39 opens with a nod to the recent spate of positive financings and M&A outcomes for 3DP/AM companies. Danny and Troy review the reasons for this, but they are sure to curb their enthusiasm as a mega-IPO cycle is imminent which could dry up liquidity for smaller players such as…all 3DP/AM companies! Next, to the heart of things. Danny and Troy analyze the Q1 2026 reports for Stratasys (SSYS), 3D Systems (DDD), Velo3D (VELO), Materialise (MTLS), Xometry (XMTR) and Protolabs (PRLB). Included in the analysis is coverage of many of these firms' significant financings or transactions. Tune in for analysis of Stratasys' Markforged acquisition, 3D Systems' cash raise, Velo's cash raise, Xometry's cash raise, Materialise's stock buyback,  and more. The public markets 3DP/AM players are in a better place, with stronger balance sheets and increased optionality. Good times may indeed be ahead, but smart Additive Manufacturing Strategies will be needed to execute properly and deliver value. Please enjoy Episode 39 and check out our previous episodes too. This episode was recorded June 9, 2026. Timestamps: 00:13 – Welcome to Episode 39, and welcome back to Troy Jensen (Cantor Fitzgerald) 00:46 – Healthy 3DP/AM M&A and Financings are back 01:55 – Troy's general perspective on recent 3DP/AM deals 03:00 – Strike while the iron is hot 03:42 – SpaceX vacuum? (and Anthropic, and OpenAI) What these mega-IPOs mean for 3DP/AM companies in H2 2026 06:15 – Stratasys (SSYS) Q1 2025 earnings and Markforged acquisition analysis 12:44 – Can Stratasys unlock Markforged value with in-house IP from Arevo and 9T Labs? 14:47 – 3D Systems (DDD) Q1 2026 earnings and $50M secondary analysis 19:52 – Velo3D (VELO) Q1 2026 earnings, $50M secondary, and $100M ATM analysis 25:52 – Materialise (MTLS) Q1 2026 earnings, stock buyback, and spinouts analysis 32:43 – Xometry (XMTR) and Protolabs (PRLB) surging on Q1 2026 earnings; XMTR $225M secondary 35:29 – Good times ahead?  Strong balance sheets auger a need for smart additive manufacturing strategies 36:55 – Thanks very much to Troy for joining, and thanks very much to you for listening! 37:21 – Disclaimer Disclaimer: This content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing stated on this podcast constitutes a solicitation, recommendation, endorsement, or offer by the hosts, the organizer or any third-party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.  The information on this podcast is of a general nature that does not address the circumstances and risk profile of any individual or entity and should not constitute professional and/or financial advice. Referenced transactions are sourced from publicly available information. Danny Piper is a registered representative of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments.

On this week's Merryn Talks Money markets wrap, Merryn Somerset Webb and John Stepek discuss gold's recent correction and debate what healthy allocation could actually look like. They also consider what upcoming bumper IPOs mean for the return of public markets and whether inheritance tax free "patriotic bonds" could help Britain fund its defence budget.See omnystudio.com/listener for privacy information.

Rafe Furst is a World Series poker champion, five-time founder, and author of the number one bestselling book on venture capital. He joins host KJ to challenge the VC status quo. Rafe breaks down why the 10-year lockup model is broken, how misaligned incentives are quietly killing early-stage innovation, and why the future of venture capital runs on blockchain. He also shares the story behind The Crypto Company and their newly acquired Frame blockchain, which aims to unify liquidity across fragmented crypto ecosystems. Four Key Takeaways: 3:32 — VCs have quietly abandoned true venture capital by flooding money into later stages. Early-stage investments are treated as lottery tickets rather than genuine bets on founders and their vision. 20:22 — The number one structural flaw in venture capital is not bad founders or bad ideas. It is the total absence of liquidity for a decade or more, which creates misaligned incentives for everyone involved. 21:57 — Liquidity is the magic unlock for early-stage investing. Blockchain technology is the most powerful mechanism to finally deliver that liquidity to founders, investors, and employees alike. 37:47 — AI and blockchain are converging at an exponential pace. Founders who start building on-chain infrastructure now will be positioned to ride the wave rather than get swept away by it. Quote of the Show (38:03):"The way to not get swept away is to get in front of the wave." — Rafe Furst Join our Anti-PR newsletter where we’re keeping a watchful and clever eye on PR trends, PR fails, and interesting news in tech so you don't have to. You're welcome. Want PR that actually matters? Get 30 minutes of expert advice in a fast-paced, zero-nonsense session from Karla Jo Helms, a veteran Crisis PR and Anti-PR Strategist who knows how to tell your story in the best possible light and get the exposure you need to disrupt your industry. Click here to book your call: https://info.jotopr.com/free-anti-pr-eval Ways to connect with Rafe Furst:LinkedIn: https://www.linkedin.com/in/rafefurst/ Company Website: https://www.thecryptocompany.com/ How to get more Disruption/Interruption: Amazon Music - https://music.amazon.com/podcasts/eccda84d-4d5b-4c52-ba54-7fd8af3cbe87/disruption-interruption Apple Podcast - https://podcasts.apple.com/us/podcast/disruption-interruption/id1581985755 Spotify - https://open.spotify.com/show/6yGSwcSp8J354awJkCmJlD YouTube: https://www.youtube.com/results?search_query=disruption+%2F+interuuptionSee omnystudio.com/listener for privacy information.

We start today's show remembering and mourning community leader Michael Johnson. Host Bianca Martin reflects with executive producer Hayley Sperling and Cap Times food and culture editor Lindsay Christians. Plus, Lindsay tells us about her recent investigative piece about artists' challenges with Madison Public Art Project. And the Madison Public Market will be open on Wednesdays! Mentioned on the show: Michael Johnson on Leading the Next Gen [

Companies like SpaceX, OpenAI, and Anthropic are expected to pursue public offerings at valuations that could rival or exceed the largest companies in history. The “Henssler Money Talks” hosts examine what trillion-dollar IPOs could mean for investors, why valuation still matters even when the business is extraordinary, and whether public investors will be participating in future growth—or paying for it upfront.Original Air Date: June 6, 2026Read the Article: https://www.henssler.com/the-difference-between-a-great-company-and-a-great-investment 

We'd love to hear from you. What are your thoughts and questions?Bob Fraser, CFO and Chief Macro Strategist of Aspen Funds, a private fund sponsor with a 12 year track record, distributing over $85M to investors, and over $700M in AUM across private credit, commercial real estate, distressed debt, and energy, shares insights on how the ultra wealthy build and protect wealth through strategic structuring, private investments, and risk management, emphasizing the limitations of public markets and the advantages of private alternatives.Main Points: Volatility drag and its impact on long-term compoundingLimitations of diversification in public marketsAdvantages of private alternatives for risk reductionHow billionaires think differently about volatility and riskOperator due diligence and risk mitigation in private marketsThe democratization of private market investing post-2012Practical steps for high-income professionals to access private investmentsConnect with Bob Fraser:bob@aspenfunds.ushttps://www.linkedin.com/in/bobfraser10/https://www.instagram.com/ritteronrealestate/https://www.youtube.com/@investlikeabillionairepodcast

Episode Summary This webinar features Jack Brennan, CIS Founding Chair & Chairman Emeritus, The Vanguard Group, and Mario Giannini, Executive Co-Chairman & Former Chief Executive Officer of Hamilton Lane, as they share their perspectives on private markets — why they matter, how they fit within a long-term institutional portfolio, and what Catholic investors should be thinking about in today's environment. The information in this Communication is provided herein is provided for informational purposes only and does not constitute an offer or a solicitation to buy, hold, or sell an interest in any CIS Fund offering. Alternative investments in private equity and hedge funds are subject to substantial risks including the potential loss of principal. Fund interests are illiquid and should be considered speculative investments. Investors are encouraged to read the offerings documents for the fund offerings discussed in this presentation carefully before investing. All data is sourced to Catholic Investment Services or other third-party sources and compiled by Catholic Investment Services. Information contained herein that has been obtained from third parties is believed to be reliable for the purposes for which it is used herein. Opinions and general information provided herein, including guest speaker(s), are current to the date of this presentation and are subject to change without notice. There can be no guarantee that the funds will achieve their investment objectives. Past performance is not indicative of future results. Financial forecasts and investment returns in this letter may significantly differ from actual results. Certain information contained in this report constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "target," "project," "estimate," "intend," "continue" or "believe," or the negatives thereof or other variations thereon or comparable terminology. Furthermore, any projections or other estimates in this report, including estimates of returns or performance, are "forward-looking statements" and are based upon certain assumptions that may change. Due to various risks and uncertainties, actual events or results or the actual performance of the funds may differ materially from those reflected or contemplated in such forward-looking statements. Moreover, actual events are difficult to project and often depend upon factors that are beyond the control of the general partner of the relevant fund and its affiliates.   © 2026 Catholic Investment Services (CIS), a registered investment advisor, and all rights reserved. Episode Links: Home - Catholic Investment Services About Us - Catholic Investment Services CIS Institute - Catholic Investment Services CIS Symposium - Catholic Investment Services Keywords Private Equity, Private Markets, Private Credit, Institutional Investing, Asset Allocation, Portfolio Construction, Venture Capital, Growth Equity, Buyout Funds, Secondaries, Illiquidity Premium, Diversification, Long-Term Investing, Alternative Investments, Hamilton Lane, Catholic Investment Services, Endowments, Foundations, Investment Strategy, Risk Management, Liquidity, Public Markets, Private Debt, AI Investing, Venture Investing, Investment Governance Episode Highlights 00:05:25–00:08:23 – Mario explains the fundamental case for private markets and why investors receive an illiquidity premium. 00:08:47–00:10:48 – The evolution of private equity from leverage-driven transactions to governance-driven value creation. 00:10:48–00:14:05 – Why private companies increasingly remain private longer and what public market investors are missing. 00:14:40–00:16:14 – Building a successful private markets portfolio through disciplined commitment pacing. 00:16:47–00:17:55 – Persistence of manager performance in private equity and venture capital. 00:18:13–00:19:40 – The importance of relationships and access in private market investing. 00:19:40–00:23:32 – Why investors often overvalue liquidity and how liquidity can become a source of investment mistakes. 00:24:32–00:25:19 – The dangers of market timing in private equity investing. 00:26:27–00:28:27 – Current distribution trends and the growing role of secondary markets. 00:31:24–00:35:05 – Understanding recent private market performance relative to public markets and the impact of AI-driven concentration. 00:35:54–00:39:18 – The case for private credit and how the landscape is changing as banks re-enter lending markets. 00:39:46–00:42:17 – Addressing common misconceptions around private equity valuations. 00:42:34–00:43:51 – How Catholic Investment Services integrates faith-consistent investing into private market strategies. 00:44:10–00:47:22 – Venture capital, buyouts, and growth equity: understanding the differences and opportunities. 00:47:48–00:49:26 – Why Mario believes private investments in retirement plans may present significant challenges for retail investors.

Redding's Public Market - Market Manager, Erin Ross, joins the the Downtown Discussion Podcast. In this episode, we discuss the accomplishments, innovations, and learning lessons of the first six months of the Redding Public Market being open. The Redding Public Market was a massive project to transform the first floor store front space in 1551 Market Center a mixed use housing revitilization project in Downtown Redding.

Dean Quiambao unpacks a new era of mega-IPOs driven by AI-native companies, where the old "Rule of 40" has been replaced by a higher bar demanding $500 million in revenue and a clear path to profitability. He explains how established players like Nvidia (NVDA) and infrastructure giants like SpaceX are fueling massive capital flows across the sector, while legacy SaaS firms scramble to keep pace. For investors, Dean Quiambao's message is straightforward: speed and AI integration are now the primary drivers of valuation.======== 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-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Mitch Gruber joins us for a wide-ranging discussion on some of Rochester's biggest challenges and opportunities. From the housing shortage and downtown development to traffic safety, the future of the Public Market, and the Inner Loop North project, Mitch shares his perspective as both a Rochester City Councilmember and longtime community leader at Foodlink. What should Rochester prioritize over the next decade? Mitch offers a candid look at where the city is headed, what's standing in the way, and why he remains optimistic about Rochester's future.00:00 Introduction & Mitch Gruber's Background05:39 From Foodlink to City Council10:15 Housing Development & Charlotte Street Debate13:42 Charter Schools, Vacant Buildings & Housing16:19 Rochester's Housing Crisis28:25 Traffic Safety & Vision Zero35:28 The Future of Rochester Public Market41:42 Why Mitch is Optimistic About Rochester47:12 Rapid Fire Rochester Questions Explore more Rochester Living Podcast episodes:https://www.youtube.com/playlist?list=PLT9MAsAiN2WUv-wSzGQssiEOLaZefmrdY#RochesterLiving #RochesterNY #RochesterPodcast #MitchGruber #Foodlink #CityCouncil

May 26, 2026 | Season 8 | Episode 16SpaceX is finally nearing the public markets and the hype is already loud, but we're not treating it like a fairy tale. We walk through what a SpaceX IPO could look like at an enormous valuation, why mega IPOs often behave differently than classic “ground floor” listings, and what history says about first-day pops versus the next three years. We also dig into the mechanics that can move the stock after the opening bell, including lockup expirations, insider supply, and the buying pressure that can come later when major indexes and index funds need to add shares.From there, we widen the lens to the daily drivers behind today's tape: Middle East negotiations, oil sliding, Treasury yields easing, and why that combination can lift equity futures even when the geopolitical backdrop feels unstable. We preview key US economic releases like consumer confidence and the PCE inflation report, and we talk about how inflation expectations and deficits feed into the bond market and, ultimately, stock valuations.If bonds still make you uneasy after 2022, we offer a clearer way to think about risk now that starting yields are higher. We cover practical ideas like shorter-term bonds, preferred stocks, and TIPS, then discuss higher-yield options like business development companies (BDCs) with a frank look at the tradeoffs. We also share why Japan is back on the radar for global investors and wrap with a quick scan of a few “unloved” US stocks outside big tech.Subscribe on Apple Podcasts or Spotify, share this with a friend who's watching SpaceX, and leave a review telling us: are you buying day one or waiting for volatility to settle?** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

Sandesh Patnam of Premji Invest joins Nick to discuss The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC. In this episode we cover: Themes and Dynamics of the Current AI Shift Investment Opportunities and Challenges Thesis and Focus at Premji Invest Advice for AI Companies and Public Markets Impact of Mega IPOs on Private Markets Challenges in Private Equity and Private Credit Listening as a Secret Weapon Guest Links: Sandesh's LinkedIn Sandesh's X Premji Invest's LinkedIn Premji Invest's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

Adam Maguire, of RTÉ Business Desk, assesses SpaceX's plans for what could be the biggest stock market float in history.

Data centers have become a hot-button issue across the state. Newly released public documents show that Alliant Energy has received proposals for at least 12 centers in its service area. Host Bianca Martin chats with executive producer Hayley Sperling and contributor Emily Winter about the secrecy surrounding data centers and why a majority of Wisconsinites disapprove of them. Plus, Vegan Sausage Fest is returning to Madison, and the Madison Public Market has announced a grand opening date!

AGENDA: 00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers. 00:10:45 — Why Anthropic is buying capacity from Elon Musk. 00:15:35 — Anthropic's massive $200B revenue commit to Google. 00:18:55 — Goldman Sachs predicts a 24x surge in token consumption driven by agents. 00:31:05 — Will AI labs eat the app layer? The threat to Legal and CX verticals.  00:37:55 — SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing. 00:42:40 — Growth theft: How Clay is commoditizing ZoomInfo's data business. 00:46:25 — Cerebras prices IPO at $150–$160 with a $48B market cap. 00:52:15 — Real Venture Capital: Celebrating the early bets by Foundation and Benchmark. 00:58:30 — Ramp's valuation vs. the Chapter 7 collapse of e-commerce card Parker. 01:06:20 — Success and Sacrifice: Is mental health the price of building a $20B company?  

Asian stocks edged up 0.4% to near their record as traders stayed bullish on the AI trade. Meantime, crude oil gained and bonds dropped after President Donald Trump cast doubts over the ceasefire with Iran, prolonging the closure of the Strait of Hormuz and keeping energy prices elevated. We heard from Colin Purdie, Manulife Investment Management Global CIO of Public Markets. He spoke to Bloomberg's Paul Allen and Avril Hong. Plus - Australian Treasurer Jim Chalmers aims to deliver a budget that tackles inflation, revives productivity and reins in deficits, a tough challenge at a time when fuel prices are soaring. Bloomberg's Paul Allen speaks to ANU Associate Professor Jill Sheppard for a preview. See omnystudio.com/listener for privacy information.

Quantum computing companies are rushing to market, pitching a not-yet-ready technology as the next AI boom. WSJ technology reporter Isabelle Bousquette takes us behind the hype. Plus, tech companies are cutting tens of thousands of jobs while pouring billions into AI. WSJ columnist Dan Gallagher breaks down why trading employees for computing power could have some risks. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Faith Driven Investor Podcast | Ep. 221 | Marks on the Market: The State of Faith-Based Investing in Public Markets — with Tim Macready of Brightlight Key Topics: The mixed performance picture for faith-based funds in 2025 — the average faith-based fund underperformed by just under 2.5%, driven largely by exclusions of Magnificent Seven stocks — and why that context matters for long-term investors How a $140 billion market representing less than half a percent of the broader ETF/mutual fund landscape signals an enormous untapped opportunity for faith-driven capital The shift from product-focused exclusionary screening toward engagement and "embrace" strategies — and why shareholder proxy voting and active engagement are now the frontier of faith-based investing The growing need for theological clarity in fund screening — from the "big five" traditional screens to harder modern questions around online child safety, human trafficking, and Mag Seven holdings The "core satellite" portfolio framework Tim recommends: low-cost, passive, well-screened exposure at the core, with active engage/embrace strategies at the satellite — and why this approach is now achievable with ETFs alone Guest Quotes: "I think two things can simultaneously be true as believers. I think we ought to be willing to make sacrifices in order to express our faith in the way that we live. And at the same time, in the faith-based investing space, I believe we ought not need to — that there should be excellent products that are delivering performance that is kind of aligned to the broader market." — Tim Macready "The variety in the decision-making around screens is a strength of the market rather than a weakness." — Tim Macready "Watch this space, I think, for more developments there." — Tim Macready (on the emerging "nutrition label" approach to faith-based fund disclosures) Episode Description: What does the state of faith-based investing in public markets actually look like heading into 2026? Tim Macready, Head of Global Advisory at Brightlight, joins Richard Cunningham and Luke Roush for the April edition of Marks on the Markets to break down Brightlight's third annual research report — the most comprehensive institutional analysis of faith-driven public markets investing available. Tim unpacks a nuanced performance picture: the average faith-based fund delivered 16% returns in 2025, but underperformed its benchmark by nearly 2.5% — primarily because many funds excluded several of the Magnificent Seven companies that drove outsized market gains. He explains why this underperformance mirrors patterns seen in the early 2010s, and why history suggests a more favorable environment may be ahead as markets broaden beyond mega-cap growth stocks. Beyond performance, this conversation is a masterclass in the evolving structure of the faith-based investing market — from the ETF product explosion and the "core satellite" portfolio approach, to the theological questions fund managers must answer about screens, engagement, and what it truly means to invest to the glory of God. Whether you're a financial advisor navigating client conversations or a faith-driven investor trying to align capital with conviction, this episode delivers both the data and the framework.

Tuesday, Madison's City Council heard hours of public comment and debate before ultimately punting a proposal to tighten regulations for the Office of the Independent Police Monitor to the Police Civilian Oversight Board for further review. Also on Tuesday, interim independent police monitor Aeiramique Glass released a 31-page memo in which she said city leadership and local media have spread false statements about her office. Host Bianca Martin chats with newsletter editor Rob Thomas and producer Jade Iseri-Ramos about this story. Plus, we recap the escalating conflict over animal testing at Ridglan Farms, delays for the Madison Public Market, and, for Neighbors only, the proposed overhaul of San Damiano Park in Monona.

This week on 365 Amplified, Rob takes Stephanie and Omar inside the still-under-construction Madison Public Market. After 20 years, $25 million in investment, and a string of missed opening dates, Rob visited the building and found art on the walls but no vendors ready to serve. The team digs into a key question: if the market calls itself "mission driven," why are small vendors — many of them Black and brown entrepreneurs — being required to pay for their own build-outs, and why can't they choose their own contractors? Rob shares what he learned from vendors, a UW urban development expert, city officials, and Public Market CEO Keisha Harrison. Plus, Omar reports on another round of federal funding cuts hitting the Literacy Network's refugee English program, and the team covers the early start to the 2027 Supreme Court race and a shakeup atop UW Athletics. And stick around for a crossover interview from the 608 Soccer Show with Forward Madison striker Stephen Annor Gyamfi, who talks about his secret soccer stardom in Ghana, his path from UVA to the MLS draft, and why he's saving his backflip celebration for the home opener.

As digital change accelerates across healthcare, payors face an urgent need to modernize how they communicate, educate, and engage. The AI-Orchestrated Experiences portfolio from Adobe and IBM represents a new paradigm where data, design, and intelligence work seamlessly together to improve outcomes for every stakeholder. In this episode of the AI at Health series on The Beat Podcast, host Sandy Vance sits down with Melissa Geissler, Partner for Healthcare and Life Sciences Strategy and Transformation at IBM, and Ted Roman, Healthcare and Life Sciences Digital Strategy Principal at Adobe, to unpack one of the most exciting partnerships in healthcare AI right now. Together, IBM and Adobe are building AI-orchestrated experience solutions that help payers deliver personalized, seamless, and scalable member experiences without the white-glove price tag. From helping members find the right health plan to automating prior authorization and appointment booking, this episode is a must-listen for any payer, provider, or health tech leader who wants to understand where consumer experience in healthcare is headed next.  In this episode, they talk about: Healthcare is data-rich, but still behind every major retailer when it comes to personalized member experiences IBM and Adobe are combining platform capabilities, agentic AI, and change management into one integrated framework AI agents can now handle health plan selection, appointment booking, and benefits navigation for members Brokers serving small and mid-size employers are one of the most underserved audiences in healthcare technology The best AI strategy starts with defining the business problem first, then building the technology around it Social determinants of health data can now be integrated into personalized member recommendations Organizations that feel under-resourced are the ideal candidates for AI-orchestrated experiences The partnership is already live with clients and expanding into provider and life sciences use cases  A Little About Ted and Melissa: Ted Roman, PhD, brings over a decade of expertise in healthcare and life sciences research, management, technology, operations, and digital strategy to Adobe. He is a principal in the Digital Strategy Group, serving organizations globally pursuing more interconnected experiences. Prior to Adobe, Ted served the needs of Highmark Health and McKinsey & Company's clients. He holds a PhD in Computational Biology from the School of Computer Science at Carnegie Mellon University. He also earned bachelor's degrees in computer science and mathematics from Case Western Reserve University. Melissa Geissle is a Partner at IBM, leading Public Market activities, where she applies experience strategy and service design to solve complex innovation challenges and leads a diverse team of designers, researchers, analysts, and strategists to help organizations create meaningful stakeholder connections while improving market outcomes. Over two decades, she has partnered with healthcare, life sciences, government, and nonprofit organizations to define and execute digital health initiatives, applying data-driven insights and ecosystem platform capabilities to redefine strategic marketing, service, and digital engagement functions. Melissa holds a BA in Economics from Bates College and an MBA from Georgetown University's McDonough School of Business, and has participated in global corporate citizenship initiatives across the UK, South Africa, and Poland.

After years of directing time, attention, and capital toward private markets, institutional investors are taking a fresh look at whether they underinvested — intellectually and operationally  — in public markets.Gerard O'Reilly, co-CEO of Dimensional Fund Advisors, said many large investors are reassessing their approach after treating public markets largely as a low-cost, passive allocation. With volatility and concentration in major benchmarks rising — and more scrutiny on how portfolios are actually implemented — some are asking whether they left returns on the table.That reassessment is less about shifting from passive to active, and more about how “passive” is executed in practice.Dimensional, which is built around the idea that markets are broadly efficient, does not try to outguess them in a traditional sense. But unlike rigid index-tracking approaches, it allows for more flexibility in how portfolios are constructed and traded.O'Reilly pointed to index rebalancing as one example, where funds tracking an index may be forced to buy stocks after prices have risen and sell after they have fallen. “Those are mechanical trades,” he said. “You're not necessarily getting the best price — you're just following the rule.”“You don't need to add more uncertainty than markets already give you,” O'Reilly said. “The question is whether you can improve outcomes without sacrificing discipline.”For institutions coming back to public markets, that may be less about picking winners — and more about how those portfolios are actually built and traded.

On this episode of Higher Exchanges, we're joined by Micah Anderson, CEO of LEEF Brands, to break down the company's fourth quarter and full year 2025 results and what they signal about the next phase of growth.We cover LEEF's evolution, including the addition of Salisbury Canyon Ranch, and how vertical integration is driving margin expansion, improved consistency, and stronger cash flow. Q4 marked a clear inflection point, with revenue up nearly 40% year-over-year, gross margins reaching 45.5%, and the business generating positive operating and free cash flow.We also unpack the transition from H1 to H2, where margins expanded significantly as LEEF shifted toward internally sourced biomass, and discuss what it means to build a large-scale cultivation asset inside a public company.Finally, we look ahead to what's next, including expansion plans at Salisbury Canyon Ranch, the recent Mindset Capital investment, and the growing optionality across CBD, interstate commerce, exports, and M&A, along with listener questions on market share and unit economics.Higher Exchanges is powered by Flowhub. 

Did you know that cuts to SNAP will affect farmers' incomes, rural economies and the ability of underserved populations to access fresh, local food at farmers' markets? Join Food Sleuth Radio host and Registered Dietitian, Melinda Hemmelgarn for her continuing conversation with Kelly Verel, Co-Executive Director at Project for Public Spaces, a non-profit organization dedicated to bringing public spaces to life through planning and design. Verel further describes assorted types of public markets and the ways markets boost economic resilience and public health. (Part 2 of 2)Related Websites:  Benefits of public markets: https://www.pps.org/article/the-benefits-of-public-markets

Did you know that public market spaces, including farmers' markets, are vital for regional economic resilience and public health?  Join Food Sleuth Radio host and Registered Dietitian, Melinda Hemmelgarn for her conversation with Kelly Verel, Co-Executive Director at Project for Public Spaces, a non-profit organization dedicated to bringing public spaces to life through planning and design.  Verel discusses the multiple benefits of public markets, market challenges and successful models. (Part 1 of 2)Related Websites:  https://uwm.edu/architecture/marketplaces-where-food-access-health-and-economic-impacts-grow/

AGENDA:  04:13 Anthropic vs The Pentagon: Who Wins 13:54 Was Sam Altman Wrong to Take the Deal  24:28 OpenAI's $110BN Mega Round: The Breakdown 28:22 Who Has a Bigger Valuation Premium: Sam Altman or Elon Musk 34:38 Why We Got the SaaS Apocalypse Wrong? 43:24 Why Salesforce Could be the Best Buy in Public Markets 47:46 Block Lays Off 40% of Team: AI or Overhiring 01:00:16 Cursor Hits $2BN in ARR… so not Dead? 01:18:15 How to Pick Winners in AI?      

In this episode of Tank Talks, Matt Cohen sits down with Christian Weedbrook, founder and CEO of Xanadu, and Bill Fradin, CEO of Crane Harbor Acquisition Corp., to explore the historic SPAC merger that is bringing Xanadu to the public markets. With a focus on photonic quantum computing, Xanadu has rapidly advanced in the quantum tech space, positioning itself as a leader in both hardware and software innovation.The merger, which values Xanadu at $3 billion, will not only help accelerate the company's growth but also raise significant capital, enabling it to expand its groundbreaking quantum computing solutions. Christian and Bill dive into why they chose the SPAC route, the strategic value behind their merger, and what sets Xanadu apart in the competitive quantum ecosystem.In addition, the episode takes a deep dive into Xanadu's PennyLane software, which is already making waves in academia and the broader quantum community, and explores how the public market debut will position the company for future commercialization and innovation. Whether you're an investor looking to understand quantum tech's potential or someone interested in cutting-edge science, this episode is a must-listen.Introduction to Xanadu's Quantum Computing Vision (01:23)Christian Weedbrook gives a quick overview of Xanadu's mission to build useful quantum computers with their photonic modality using lidar photons. Learn how they're positioning themselves in both hardware and software through their PennyLane software stack.Xanadu's Decision to Go Public (04:09)Christian explains why going public was always part of Xanadu's strategy and how the company transitioned from private funding rounds to a SPAC merger, raising $275 million in just four weeks.Why Choose a SPAC (10:02)Christian and Bill discuss the advantages of a SPAC over traditional IPOs, particularly for deep-tech companies like Xanadu, where the usual metrics for IPOs aren't always applicable.The Power of PennyLane (14:43)Christian highlights the growing adoption of PennyLane, Xanadu's quantum software, which is already being used across 150 universities worldwide and growing. Learn how going public will further accelerate its adoption.Strategic Partnerships and the Path to Commercialization (16:20)Bill shares insights on how going public will help Xanadu expand its industry partnerships, including major players like Volkswagen and Rolls-Royce, and how these collaborations could lead to breakthroughs in areas like electric vehicle batteries and pharmaceuticals.Energy Efficiency and the Future of Quantum Computing (24:39)Christian explains how quantum computing can drastically reduce energy consumption in computing, using Xanadu's Borealis quantum computer as an example. This new approach promises significant energy savings, especially in industries like AI, drug discovery, and material design.Xanadu's Road Ahead in the Public Market (27:27)Christian reflects on the monumental journey Xanadu has been on, comparing it to the early days of the internet and digital computing. He also discusses how this milestone will change the company's trajectory and impact the quantum computing ecosystem.About Christian WeedbrookChristian Weedbrook is the founder and CEO of Xanadu, a leading quantum computing company based in Toronto. With a passion for quantum technology, Christian has spearheaded the development of Xanadu's groundbreaking photonic-based quantum computers. His leadership has positioned Xanadu as one of the pioneers in quantum computing, not only through its hardware advancements but also with the development of its PennyLane software platform. Christian's vision is to build quantum computers that are both useful and accessible to people around the world, and he is committed to driving forward the next era of quantum technology.Connect with Christian Weedbrook on LinkedIn: https://www.linkedin.com/in/christianweedbrook/Visit the Xanadu website: https://www.xanadu.ai/About Bill FradinBill Fradin is the CEO of Crane Harbor Acquisition Corp., a SPAC focused on identifying and merging with innovative companies in the tech sector. With over 20 years of experience in the financial industry, Bill has been at the forefront of numerous successful SPAC transactions, specializing in high-growth, disruptive technology companies. His leadership has been integral to bringing Crane Harbor to the public markets, and he has built a strong reputation for identifying companies with significant long-term potential. Bill's experience in both private and public markets has made him a trusted partner for visionary companies like Xanadu, helping them navigate the complexities of the SPAC process and positioning them for success in the public arena.Connect with Bill Fradin on LinkedIn: https://www.linkedin.com/in/bill-fradin-83196b3/Visit the Crane Harbor Acquisition Corp website: https://www.craneharboracquisition.com/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

The wait is almost over – the much anticipated Madison Public Market is scheduled to open in Late Spring. To learn about what folks can expect from the new space and all the art and food vendors it will house, host Ali Muldrow is joined by Keisha Harrison. The Madison Public Market has been more than twenty years in the making. Harrison says it's a true community investment and her goal has been to make sure that it represents the diversity of Madison. It will serve as a third space and complement (not compete with) the Dane County Farmer's Market. Harrison discusses the balance of celebrating the local while welcoming new vendors and how the space will be transformed for private events and entertainment.  There are three outdoor murals that are currently visible, Issis Macias and Rodrigo Carapia's Axolotl & Alma, Tom Jones's Elizah Leonard, and a piece by La Follette High School and Middleton High School students called And Still, She Blossoms. Get ready for Madison's most Instagram-able location! Keisha Harrison is the CEO of the Madison Public Market Foundation, tasked with creating a vibrant, community-centered space that connects commerce and culture. Previously, she led the historic Indianapolis City Market and spent over two decades in public libraries, shaping her commitment to access, equity, and community-centered design. Featured image of the Madison Public Market. Did you enjoy this story? Your funding makes great, local journalism like this possible. Donate hereThe post Madison Public Market Will Celebrate the Local appeared first on WORT-FM 89.9.

What does it really mean to invest like a billionaire? Kathy Fettke sits down with Bob Fraser, author of Invest Like a Billionaire, to explain how ultra-wealthy investors build long-term wealth — and why public markets often fail everyday investors. After losing everything twice in the public markets, Bob breaks down why billionaires focus on private markets, including real estate, private credit, and alternative investments that offer lower volatility and stronger returns. You'll learn why diversification strategies can fail, how private investments reduce risk, and what today's market conditions mean for multifamily and commercial real estate investors.

AGENDA: 00:00 - SpaceX Completes Acquisition of xAI in $1.25 Trillion Merger 08:44 - The Rehabilitation of the IPO and the End of "State Private Forever" 15:53 - The 2026 SaaS Massacre: Public Market Collapse  31:20 - Next-Gen CRM War: Hubspot Down 50%+ vs Next Gen Heavily Funded 45:30 - Microsoft's $360 Billion Market Cap Loss and the Shift in AI Narrative 52:45 - Nvidia's Strategic Retreat: The Dispute Over the $100 Billion OpenAI Investment 01:03:30 - Waymo Raises $16 Billion at a $110 Billion Valuation 01:17:30 - The Launch of OpenClaw and Moltbook: 1.5 Million Agents Join a Social Network    

John is joined by Christopher D. Kercher and Peter H. Fountain, both partners in Quinn Emanuel's New York office.  They discuss their recent representation of Citadel Securities, one of the world's largest market makers, in connection with a case concerning Mallinckrodt, a pharmaceutical company forced into bankruptcy due to opioid litigation.  The central issue was whether $1.6 billion in stock share buybacks conducted between 2015 and 2018 could be recovered by the bankruptcy estate as fraudulent transfers. The legal theory advanced in the case by a litigation trust formed during the bankruptcy was unprecedented in that it sought to void Mallinckrodt share repurchases on the open market that were made in the ordinary course of business.  The trust contended that, under Irish law (Mallinckrodt was an Irish corporation), these repurchases were void because Mallinckrodt should have recognized that it was insolvent due to substantial opioid-related tort liabilities not reflected on its balance sheet. The litigation trust characterized these sales as constructive fraudulent conveyances, asserting that Mallinckrodt lacked adequate capital when executing the buybacks.  The trust sought to claw back the full $1.6 billion from ordinary market participants who had sold shares years prior, basing their argument on limited precedent from Enron-related cases from the 1980s. The defense successfully challenged these claims by invoking the Section 546(e) bankruptcy safe harbor provision. This provision is intended to preserve finality in financial markets and protect legitimate securities transactions.  The defense emphasized that Citadel and similar market makers qualified as financial participants and that the share repurchases constituted protected settlement payments and transfers pursuant to securities contracts under the safe harbor provision. Accepting the litigation trust's theory would require market makers to investigate not only the published financial statements of every traded company, but also hidden tort liabilities and the corporate laws of each jurisdiction of incorporation before facilitating any transactions.  Both the bankruptcy and district courts recognized that imposing such obligations would paralyze financial markets and defeat the purpose of the safe harbor provision and rejected the trust's novel claims.Podcast Link: Law-disrupted.fmHost: John B. Quinn Producer: Alexis HydeMusic and Editing by: Alexander Rossi

This week, we're looking into a shooting that injured two local police officers, and what happened when a former Portland journalist went undercover to investigate the Department of Homeland Security's hiring process for ICE agents. Plus, several local restaurants were long-listed for the James Beard Awards, but the news isn't as good for the James Beard Public Market, whose opening was delayed until 2027. Joining host Claudia Meza on this week's Friday news roundup are Willamette Week City Hall reporter Sophie Peel and our very own senior producer, Giulia Fiaoni. Discussed in Today's Episode: 1 of 2 Injured Portland Officers Released From Hospital; Search for Shooter Continues [KATU] A Former Portland Journalist Says She Was Hired by ICE After 6-Minute Interview [Oregonian] With Opening Delayed to 2027, James Beard Public Market Carries Weight of Portland's Civic Hopes [Oregonian] Oregon's 2026 James Beard Awards Semifinalists Are Here [Eater] City Cast Portland is looking for an Audience Development Manager. Go to ⁠citycast.fm/jobs⁠ for more information and to apply. Become a member of City Cast Portland today! Get all the details and sign up here.  Who would you like to hear on City Cast Portland? Shoot us an email at portland@citycast.fm, or leave us a voicemail at 503-208-5448. Want more Portland news? Then make sure to sign up for our morning newsletter and be sure to follow us on Instagram.  Looking to advertise on City Cast Portland? Check out our options for podcast and newsletter ads at citycast.fm/advertise. Learn more about the sponsors of this January 23rd episode: Beaumont Jewelry Flatbike Neo Home Loans SkillCharter

AGENDA: 03:30 Can VC Survive With Public Market Prices Today 15:20 The Implosion of Thinking Machines 21:13 Elon Musk vs. OpenAI: The Legal Battle 40:50 Can OpenAI Win Ads? 55:50 ClickHouse's $15BN Deal: Analysed 58:55 Replit's $9BN Deal: Analysed 01:08:35 There Are Only Two Types of Deals VCs Want To Do Today