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Welcome to To the Extent That, presented by the ABA. Today's From Boardroom to Courtroom features Kurt Wolfe—a Partner in Quinn Emanuel's SEC Enforcement group, former in Securities co-host, and adjunct securities law professor at the University of Richmond. We'll discuss the SEC's landmark Stable Road / Momentus enforcement, examine newly minted SPAC accounting and disclosure reforms, and explore the surprising 2025 SPAC resurgence.
(0:00) Intro(1:14) About the podcast sponsor: The American College of Governance Counsel(2:00) Start of interview(2:36) Erik's origin story(4:14) Discussing Foreign Private Issuers (FPIs): His article "SEC Revisits Foreign Private Issuer Eligibility" (June 2025)(16:45) The Rise of AI and Its Implications. Discussion on "AI Washing"(19:30) Distinguishing statutory mandates between the SEC, FTC, and DOJ on regulatory oversight of AI(20:40) The evolving crypto regulatory landscape "It's a pretty big sea change" "[Now it's] all about bright line rules (vs flexible standards) and trying to provide a lot more certainty to the market."(23:24) Cybersecurity Threats and Board Responsibilities. Two requirements from SEC: 1) public companies must disclose material cybersecurity incidents within four business days after determining that that incident was material, and 2) disclosure in a company's annual report about its risk management strategy and governance around cybersecurity. "The real focus is on the material cybersecurity incident reporting."(29:43) Current Trends in IPOs, SPACs and M&A (Liquidy Exits)(32:32) SEC Priorities in 2025 and beyond. "The SEC leadership has underscored a back-to-basics approach. What this means is focusing more on clear fraud and fraud that is scienter-based." "They're [also] going to emphasize much more quantitative materiality rather than qualitative materiality." "[This] is another example of how this SEC is focused on bright line rules." (36:51) SEC Enforcement in Private Markets *Mention of the Startup Litigation Digest.(40:31) The Shift from Delaware to Nevada, Texas, and Impact of Delaware's SB21.(48:08) Books that have greatly influenced his life:Against the Gods: The Remarkable Story of Risk, by Peter L. Bernstein (1996)A Random Walk Down Wall St, by Burton Malkiel (1973)The Sound and the Fury, by William Faulkner (1929)(48:54) His mentors(50:16) Quotes that he thinks of often or lives his life by.(50:48) An unusual habit or an absurd thing that he loves.(51:13) The living person he most admires.Erik Gerding is a Capital Markets partner at Freshfields advising on securities regulation, financial markets and corporate governance. Until the end of 2024, Erik served as the SEC's Director of the Division of Corporation Finance. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
In Episode 169 of The Investor Professor Podcast, Dr. Ryan Peckham and co-host Cameron take stock of the wild ride that was the first half of 2025. From a market nose-dive in April to a remarkable recovery and new all-time highs, the duo unpacks the key events that shaped investor sentiment, including political shakeups, tariff turbulence, anchoring bias, and the velocity of market swings. With the S&P 500 now up over 5% year-to-date, they examine how investor psychology and retail participation continue to drive volatility—and how disciplined strategies like dollar-cost averaging remain the antidote to reactive behavior.The episode also touches on Amazon Prime Day, new IPO momentum (including Figma's blockbuster numbers), the return of SPACs, and the looming impact of interest rates and political appointments on the back half of 2025. Beyond markets, Cameron shares personal updates—including his upcoming MBA journey—while Ryan reflects on goals, growth, and the importance of making the most of the year's second half. Whether you're chasing gains or chasing purpose, this episode is a timely reminder: don't mistake activity for achievement.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Past performance is no guarantee of future results.
On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks things off by discussing passive investing, the stock market's "relentless bid," and what could derail passive investing in the future. He points out that the total assets invested passively surpassed those invested actively last year. Not only is this an important fundamental change, but Bryan says that this alters the dynamic between investors and Mr. Market that legendary economist Ben Graham outlined 70-plus years ago. Then, using Microsoft as an example, Bryan analyzes whether it's realistic to expect the Magnificent Seven companies to return to lower multiples. (0:47) Next, Bryan talks about all the headwinds Apple has faced in the past six months and why he believes the stock would be down much more than it is today if it weren't receiving so many passively invested dollars. He says the size of the relentless bid reached a critical mass during the pandemic, and now the S&P 500 Index will continue to grind higher indefinitely. The only thing that can offset this natural inertia is bad economic news (such as tariffs), and even that is temporary. As Bryan points out, many passive investors aren't aware of what they're doing, so it would take legal changes to fix the problem. (19:32) Finally, Bryan explains that this relentless bid does not apply to every corner of the market. He says small caps and microcaps are still great places to find value. Plus, Bryan discusses the unique situation Tesla is in today, makes a bullish case for restaurant-operations company PAR Technology, and discusses what he got wrong with special purpose acquisition companies ("SPACs") back in 2022. (42:56)
(0:00) Intro to this episode(1:43) About the podcast sponsor: The American College of Governance Counsel.(2:30) Start of interview(3:09) Walker Newell's origin story(6:38) Lenin Lopez' origin story(9:21) Intro to Woodruff Sawyer, and their focus on corporate law and securities litigation.(14:00) The Importance of Corporate Governance(14:38) On the Gallagher merger (WS was acquired for $1.2B)(15:10) Advising boards on D&O insurance (corporate and litigation). *Reference to E42 with Priya Cherian Huskins (2021)(17:59) The Delaware Exit ("DExit"). Impact of Derivative Suits. *Reference to VCBA(26:23) Delaware vs. Texas and Nevada(29:00) Understanding Delaware's SB21. Books and records demands. D&O questionnaires.(33:18) The current state of IPOs and SPACs (and impact of D&O insurance pricing)(37:33) The trend of SPAC companies incorporated in the Cayman Islands. SEC revisiting Foreign Private Issuer eligibility.(41:15) Trends in Securities Class Actions (~60% filed against tech or biotech companies).(47:24) Litigation in Private Markets. *Reference to Startup Litigation Digest(53:27) The hardships of life-science companies(56:15) How the federal and status regulatory apparatus is evolving, particularly on AI.(58:52) The evolving role (and burdens) of board members. Example: DOJ whistleblower rules(1:01:21) What are the 1-3 books that have greatly influenced your life: Lenin: The Life and Death of Ivan Ilych by Leo Tolstoi (1902)Walker:The Savage Detectives by Roberto Bolaño (1998)Maus: A Survivor's Tale by Art Spiegelman (1991)(1:04:03) Who were their mentors, and what they learned from them.(1:06:27) Quotes they think of often or live their life by.Lenin: "Al mal tiempo, buena cara"Walker: "Enjoy every sandwich"(1:08:22) An unusual habit or an absurd thing that they love.(1:09:50) The living person they most admireLenin: Tony HawkWalker: Rory McIlroy You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures, gather to unpack the macro forces and micro signals shaping European tech and venture.This week, the trio tackles one of the most geopolitically charged, capital-heavy, and morally complex episodes yet:
On this week's Stansberry Investor Hour, Dan and Corey welcome their colleague Bryan Beach back to the show. Bryan is the editor of Stansberry Venture Value and a senior analyst on Stansberry's Investment Advisory. Bryan kicks things off by discussing passive investing, the stock market's "relentless bid," and what could derail passive investing in the future. He points out that the total assets invested passively surpassed those invested actively last year. Not only is this an important fundamental change, but Bryan says that this alters the dynamic between investors and Mr. Market that legendary economist Ben Graham outlined 70-plus years ago. Then, using Microsoft as an example, Bryan analyzes whether it's realistic to expect the Magnificent Seven companies to return to lower multiples. (0:47) Next, Bryan talks about all the headwinds Apple has faced in the past six months and why he believes the stock would be down much more than it is today if it weren't receiving so many passively invested dollars. He says the size of the relentless bid reached a critical mass during the pandemic, and now the S&P 500 Index will continue to grind higher indefinitely. The only thing that can offset this natural inertia is bad economic news (such as tariffs), and even that is temporary. As Bryan points out, many passive investors aren't aware of what they're doing, so it would take legal changes to fix the problem. (19:32) Finally, Bryan explains that this relentless bid does not apply to every corner of the market. He says small caps and microcaps are still great places to find value. Plus, Bryan discusses the unique situation Tesla is in today, makes a bullish case for restaurant-operations company PAR Technology, and discusses what he got wrong with special purpose acquisition companies ("SPACs") back in 2022. (42:56)
Mike Armstrong and Marc Fandetti discuss why presidents shouldn't interfere with the Fed and push for lower rates. How vibes became a nearly undefeated economic indicator. BlackRock deepens push into private investments for the masses. SPACs are back. What could go wrong this time? Fears over US debt load and inflation ignite exodus from long-term bonds.
Special Purpose Acquisition Companies (SPACs) are looked at as an alternative to IPOs but there are many details associated. How does it work? Can a regular investor gain exposure to them? Do the pros outweigh the cons? In today's episode discuss all of that in more.
Episode 611: Neal and Toby dive into the FICO taking into account consumers Buy Now, Pay Later loans into their credit scores. Also, Novo Nordisk cuts ties with telehealth company Hims & Hers, accusing the mass sale and promotion of Wegovy copycats. Then, job seekers have been using AI to build their resumes for jobs at a rapid pace that is starting to overwhelm job screeners. Meanwhile, Toby examines the trend of SPACs becoming bitcoin treasuries. Finally, a rundown of the latest market reactions from the conflict in Iran. 00:00 - Images of the universe 3:30 - Market update from Middle East conflict 5:00 - Buy now, pay later impacts FICO score 8:30 - Novo Nordisk breaks up with Hims & Hers 12:00 - AI resumes flood the job market 17:00 - Toby's Trends: SPAC Bitcoin treasuries 21:30 - Sprint Finish! Check out https://domainmoney.com/mbdaily and start building your financial plan today We are current clients of Domain Money Advisors, LLC (Domain). Through Domain's sponsorship of Morning Brew Daily, we receive compensation that included a free plan and thus have an incentive to promote Domain Money. 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 Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures gather to unpack the macro forces and micro signals shaping European tech and venture.This week, the trio tackles one of the most geopolitically charged, capital-heavy, and morally complex episodes yet:The global reshuffling of power: Israel, Iran, Russia, and UkraineWhy defense is back—and what it means for VCsEurope's space ambitions and what the ESA's new satellite project signalsChina's trade plays and Europe's vulnerability in rare earthsAI, IPOs, and why founders might want to stay private longerSurgical robots, ambient AI, and who's building the future of healthcarePlus: Daniel Ek gets flak, SPACs sneak back, and why VCs are now speed-running $15B deals in one week.Here's what's covered:02:00 War & Markets: Iran, Israel, oil prices & Bank of England holds06:00 Defense Budgets: Why Europe is (finally) spending10:00 VC Taboo: Why investing in weapons gets complicated fast15:00 EIF Restrictions: Sex, gambling, and no defense20:00 The Rise of Helsing: Europe's $12B defense unicorn24:00 Strategic Autonomy: Europe's new military satellite constellation30:00 ESA vs. Starlink: Earth observation gets serious34:00 China, Trade Wars & Rare Earths: Why Europe's exposed40:00 EU-US Tariffs & Trump's Pharma Threat42:00 IPO Boom: Chime, Circle, and the SPAC comeback47:00 CMR Surgical: UK's $4B robot exit—is that enough?53:00 Lessons from Intuitive Surgical & deeptech M&A56:00 Deal of the Week: Nabla's AI for clinicians, Helsing, and Scale AI's lightning-fast cash01:02:00 Founders in Government: Alex DePledge & Matt Clifford's impact01:05:00 Meta's AI Transfers: Zuck goes full football transfer window
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they can fix it? (57:02) IPOs and M&A heating up in 2025 (1:16:18) State of liquidity: SPACs, Direct Listings, and more (1:25:40) Amazon's "kingmaker" position, job displacement (1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate (1:52:13) Animal trailer Follow Thomas Laffont: https://x.com/thomas_coatue Animal Trailer: https://www.youtube.com/watch?v=8NNW5r63oXU Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18 https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5 https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05 https://x.com/JoannaStern/status/1933564098291048764 https://www.youtube.com/watch?v=wCEkK1YzqBo https://x.com/chamath/status/1932157508698919320 https://www.renaissancecapital.com/IPO-Center/Stats/Pricings https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai https://x.com/chamath/status/1935369326321877153 https://x.com/chamath/status/1935740807925100853 https://www.google.com/finance/quote/COIN:NASDAQ https://www.google.com/finance/quote/SPOT:NYSE https://x.com/ylecun/status/1935108028891861393 https://x.com/ben_j_todd/status/1934284189928501482 https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0 https://companiesmarketcap.com/microsoft/revenue https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0 https://www.youtube.com/watch?v=8NNW5r63oXU
Andy Jassy kündigt KI-bedingte Entlassungen an. Microsoft zieht nach und plant einen massiven Stellenabbau im Vertrieb. Ein gescheiterter Abwerbeversuch von Meta bei OpenAI sorgt für Schlagzeilen, während Mark Zuckerberg weiterhin aggressiv in KI-Talente investiert. MITs bahnbrechendes SEAL-Framework könnte die Selbstverbesserung von KI auf ein neues Niveau heben. Große Technologieunternehmen fordern ein zehnjähriges Verbot von KI-Regulierungen durch US-Bundesstaaten. Goldman Sachs hebt das Verbot für SPAC-Deals auf. Meta erweitert seine Smart Glasses-Kollektion mit EssilorLuxottica. Australien plant ein Social-Media-Verbot für Teenager unter 16 Jahren. Teslas Robotaxi-Ambitionen stehen auf dem Prüfstand. Eutelsat sichert sich Milliarden zur Schaffung eines europäischen Starlink-Konkurrenten. Elon Musk plant, X zur ultimativen Plattform für Investitionen und Handel zu machen. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Amazon & Microsoft Stellenabbau (00:08:45) OpenAI Meta Abwerbeversuch (00:17:00) MIT Forschung SEAL Selbstverbesserung (00:22:00) Big Tech KI Regulierung Lobbyarbeit (00:25:20) Goldman Sachs SPACs Verbot (00:30:30) Smart Glasses Oakley (00:33:30) Australien Soziale Medien Teenager Verbot (00:35:30) Tesla Robotaxi (00:36:40) Eutelsat Finanzierung Europa Starlink (00:39:30) Elon Musk X Investment Shownotes Amazon-CEO: KI führt zu kleinerer Belegschaft – wsj.com Microsoft plant weitere Stellenstreichungen im Vertrieb – bloomberg.com Sam Altman: Meta scheiterte beim Abwerben von OpenAI-Talenten – techcrunch.com Meta versuchte, Safe Superintelligence zu kaufen, stellte CEO Daniel Gross ein – cnbc.com MIT-Forscher enthüllen "SEAL": Neuer Schritt zur selbstverbessernden KI – syncedreview.com Big Tech fordert 10-jähriges Verbot für US-Bundesstaaten zur Regulierung von KI – ft.com Goldman hebt Verbot von SPACs auf – bloomberg.com Meta-Smart-Brillen mit Oakley und Prada, Erweiterung des Luxottica-Deals – cnbc.com Verbot von sozialen Medien für Teenager in Australien rückt näher – bloomberg.com Teslas Robotaxi-Ambitionen stehen vor einer Bewährungsprobe nach dem Start – ft.com Eutelsat sammelt 1,35 Milliarden Euro für Europas Starlink-Rivalen – bloomberg.com Elon Musks X: Investitionen und Handel in 'Super-App' – ft.com X droht mit Klage, um Werbegeschäft zu sichern – wsj.com Gloeckler Peak Big Tech Employment – linkedin.com
361Firm's Menlo Park Conference - Secondaries Panel led by Anurag ChandraSUMMARY: The 361Firm's Menlo Park Secondaries Panel discussed the evolving venture secondary market, emphasizing its growth and challenges. Key points included the extended liquidity cycles, now averaging 14 years, and the structural issues preventing companies from going public earlier. Panelists highlighted the role of secondary funds in addressing liquidity needs, particularly for smaller funds and employees. They noted the importance of data science in identifying high-potential companies and the need for realistic valuations. The discussion also covered the complexities of secondary transactions, including the impact of SPACs and the potential for tax credits through donor-advised funds.KEYWORDSVenture secondary market, liquidity cycles, private asset classes, practical venture capital, AI impact, technology sector, secondary funds, LP distribution, exit strategies, valuation challenges, data science, late-stage investments, employee liquidity, secondary market growth, investment risks.SPEAKERSAnurag Chandra, Dave McClure (Practical VC, 500 Startups), Raj Gollamudi (One Prime Capital), Lara Druyan (SV Data Capital, Palo Alto), Paul Kang (SFO), Eli Tenenbaum (SFO), Mark Sanor (361Firm), Reg Athwal You can subscribe to various 361 events and content at https://361firm.com/subs. For reference: Web: www.361firm.com/homeOnboard as Investor: https://361.pub/shortdiagOnboard Deals 361: www.361firm.com/onbOnboard as Banker: www.361firm.com/bankersEvents: www.361firm.com/eventsContent: www.youtube.com/361firmWeekly Digests: www.361firm.com/digest
Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best. Jason Moser and Matt Frankel discuss: - The latest news from Apple's Worldwide Developers Conference. - Are Opendoor's best days behind it? - The two stocks we just bought! Companies discussed: AAPL, OPEN, AMD, WM Host: Jason Moser Guests: Matt Frankel Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dagens ämnen: 0:00 Intro 6:04 Vad har vi handlat? 20:22 Arbetsmarknaden 26:44 SPACs 32:05 Krypto 33:34 Nya case 36:52 Olja 42:06 Index 45:57 Veckans Fill or Kill www.instagram.com/fillorkillpodden Tack IG! https://upl.inc/ig_fillorkill Tack RoboMarkets! http://gorobo.pro/2aue @RoboMarketsSE
On this week's SPACInsider REPLAY, we revisit a 2022 conversation with Harry Sloan of the Eagle SPACs. At the time, Harry had already completed seven SPACs and was closing in on his eighth. As markets cooled and the SPAC boom waned, Harry offered a prescient take on where the market was headed—and what a “post-boom” SPAC cycle might look like. Two years later, his words still resonate. Tune in for a thoughtful look back at a key inflection point in SPAC history.
Financial innovations are demonized all the time, and perhaps David should be grateful because a low regard for capital markets is what motivated the creation of this podcast. But today he looks at SPACs and the criticisms of them as an example of how fallacious defense of central planning works. He makes the case that protection against fraud is one thing, but protection against loss is another. And ultimately, he makes the case that a system of robust financial markets has gains and losses, and that is a good thing.
Special purpose acquisition companies are basically bags of money looking for businesses to acquire. They boomed in 2021 and then went into hiding. Now they're back and booming. Today on the show, Rob Armstrong and Aiden Reiter survey the frontiers of Spacs. Also they go short the dollar and long jewels. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
Don't Mistake Risk For Stress: Direxion's CEO Douglas Yoneson Risk, Reward, and Leveraged ETFsGuest: Douglas Yones CEO of DirexionCompany: Direxion ETFWebsite: https://www.direxion.com/ AUM: $50 BillionBio:As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs. With decades of expertise in asset management, ETF structures, capital markets, and compliance, Douglas serves on Direxion's Executive Management Committee.Previously, Douglas was Head of Exchange Traded Products at the New York Stock Exchange, managing listings for ETPs, Closed-End Funds, and SPACs. His tenure included supporting over 2,000 ETF launches and consulting with more than 250 asset managers on their inaugural funds. Before that, Douglas spent 17 years at Vanguard, leading Domestic Equity Indexing/ETF Product Management and contributing to ETF development across the United States, Canada, Europe, Latin America, Asia and Australia.Douglas holds a ChFC®, CETF®, an MBA from Villanova, and a bachelor's degree from Penn State. A FINRA-registered Options and General Securities Principal, he is a prominent advocate for ETF investor education globally. His contributions include the creation of ETFcentral.com, furthering the development and adoption of the Certified ETF Advisor CETF® program, and producing educational content via podcasts and digital platforms to advance ETF adoption and understanding for investors worldwide.Note: Please Read The Full Disclaimer On The Company's Website:An investor should carefully consider a Fund's investment objective, risks, charges, and expenses before investing. A Fund's prospectus and summary prospectus contain this and other information about the Direxion Shares. Click here to obtain a Fund's prospectus and summary prospectus or call 866-476-7523. A Fund's prospectus and summary prospectus should be read carefully before investing.Leveraged and Inverse ETFs pursue daily leveraged investment objectives which means they are riskier than alternatives which do not use leverage. They seek daily goals and should not be expected to track the underlying index over periods longer than one day. They are not suitable for all investors and should be utilized only by sophisticated investors who understand leverage risk and who actively manage their investments.Direxion Funds Risks — An investment in the Funds involves risk, including the possible loss of principal. The Funds are non-diversified and include risks associated with concentration risk which results from the Funds' investments in a particular industry or sector and can increase volatility over time. Active and frequent trading associated with a regular rebalance of a fund can cause the price to fluctuate, therefore impacting its performance compared to other investment vehicles. For other risks including correlation, compounding, market volatility and risks specific to an industry or sector, please read the prospectus.Direxion Shares ETF Risks — An investment in the ETFs involves risk, including the possible loss of principal. The ETFs are non-diversified and include risks associated with concentration that results from an ETF's investments in a particular industry, sector or company, which can increase volatility... The rest of the disclaimer is on the company's website
From eToro's blockbuster debut to the return of SPACs and the flood of micro IPOs from China, Anthony and Stephen break down what's really happening in the 2025 IPO market.They also dive into the data behind Japan's surprise IPO boom, why London continues to lag, and which investment banks are topping the ECM league tables, with one unexpected name climbing fast.Essential insight for anyone tracking deals, equity markets, and the big stories behind this year's public listings.(00:00) Intro & Key Themes(02:47) IPO Market Overview: Year-to-Date Performance(05:14) Micro Listings: A New Trend in IPOs(13:01) Understanding SPACs and Their Role(17:41) Global IPO Activity: A Broader Perspective(20:21) Sector Analysis: What Companies Are Going Public?(24:01) eToro IPO & Notable Companies to Watch(33:44) UK IPO Landscape: Challenges and Opportunities(36:52) Investment Banks: League Tables and Revenue Breakdown Hosted on Acast. See acast.com/privacy for more information.
In this high-energy episode, Steven Lubka joins Swan Signal Live to discuss the resurgence of Bitcoin, macroeconomic shifts, and the rise of vibes-driven investing. Bitcoin surged over 30% in the past month, breaking above $103K amid easing U.S.-China trade tensions and a “wait and see” stance from the Federal Reserve. Lubka and the hosts break down how Bitcoin is thriving as both a risk-on asset and a safe haven in a volatile economic environment.They explore the emergence of leveraged Bitcoin equities — with companies like 21.co, Strive, and BTC Inc. launching MicroStrategy-style acquisition vehicles. Michael Saylor's use of AI for novel financial instruments, including perpetual dividend products, is also highlighted.State-level Bitcoin adoption accelerates: New Hampshire authorizes a strategic Bitcoin reserve (up to 5% of state funds), Missouri eliminates state capital gains tax (including for Bitcoin), and Arizona passes limited digital asset legislation. Light-hearted moments include celebrating a Villanova grad becoming the new Pope, and Steak ‘n Shake preparing to accept Bitcoin payments.From market analysis to memes and sunlight-fueled asset management, the show delivers sharp insights with signature Swan humor and energy.Macro Environment UpdateBitcoin up over 30% in 30 days, now above $103K.Fed adopts a “wait and see” stance amid tariffs and economic uncertainty.Signs of de-escalation in US-China trade tensions and emerging UK trade deals.The market is reacting positively, with Bitcoin outpacing the S&P 500.Bitcoin as Dual-Threat AssetSteven highlights Bitcoin's unique position as both a risk-on growth asset and a hedge against economic upheaval.Bitcoin's performance decoupling from traditional equities is becoming more visible.Rise of Leveraged Bitcoin EquitiesSeveral entities (e.g., Strive, 21.co, BTC Inc.) launching MicroStrategy-style SPACs and Bitcoin acquisition vehicles.Michael Saylor's innovative use of AI for financial engineering detailed in a behind-the-scenes segment.Strategic Bitcoin Reserve AdoptionNew Hampshire becomes the first U.S. state to authorize a Bitcoin strategic reserve (up to 5% of state funds).Missouri scraps state capital gains tax (including on Bitcoin).Arizona's weaker digital assets fund legislation discussed.Fun & CultureCelebration of a Villanova grad becoming Pope.Steak 'n Shake to accept Bitcoin — potential next corporate treasury candidate?JD Vance announced as speaker at the Bitcoin 2025 Vegas conference.Steven Lubka's upcoming panel: “Bitcoin's Intersection of Health, Wealth, and Sunlight”. Start buying your first Bitcoin in just minutes. Search "Swan Bitcoin" in your app store or visit swan.com/app. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.
Geldbildung.de - Finanzielle Bildung über Börse und Wirtschaft
SPACs sind Mantelgesellschaften mit denen Unternehmen an die Börse gebracht werden können. Um SPACs gab es 2020 und 2021 einen großen Hype. Es wurden hunderte Milliarden US-Dollar in SPACs investiert. Es gab viel Fantasie und Spekulation. Die Popularität dieses Vehikels erreichte schlussendlich auch Europa. Die Welt schrieb beispielsweise am 28.02.2021 folgendes: "Die SPACs sind da - So profitieren Sie vom neuen Hype". Nach dem Hype folgte der Absturz. Viele Anleger haben mit SPACs viel Geld verloren. In den letzten Jahren ist es um diese Vehikel sehr still geworden. Gerade die geringe Aufmerksamkeit auf diese Vehikel bringt aktuell sehr interessante Chancen, wenn wir bestimmte Aspekte beachten. SPACs können nämlich unter bestimmten Bedingungen sehr risikoarm sein und eine sehr große Optionalität bringen. In einer bestimmten Phase und zur richtigen Bewertung sind SPACs letztlich Cash mit einer Art Option auf Eigenkapital. Über die Details sprechen wir in dieser Podcast Folge. Das perfekte ETF-Portfolio für Selbstentscheider: Samstag, den 24.05.2025 von 14:00 Uhr bis 16:30 Uhr via Zoom inklusive Aufzeichnung Jetzt Platz sichern Schließe Dich über 10.000 cleveren Geldbildern an. Seit 2014. Jeden Sonntag mehr Geldbildung direkt in Dein E-Mail-Postfach. Sonntägliche Geldbildung direkt in Dein E-Mail Postfach
Show Notes: Patterns in the ChaosDon't be a VictimMay 2, 2025Show Notes: Patterns in the ChaosOverviewThis week's newsletter “Patterns in the Chaos” explores how individuals and organizations can move from passive observers to active agents of change. In an era defined by conflicting signals—tech giants under legal fire, explosive AI adoption, and lofty visions of abundance—the key is to identify cross-cutting patterns and choose which future you want to build.Our content spans court battles over monopolies, the rise of agentic AI in enterprises, evolving capital markets, debates over human value in an automated world, and strategic adaptation in turbulent times. Listeners will gain insights into how these forces interconnect and shape the next chapter of technology, policy, and society.Key Trend 1: The Rise of Agentic AI in EnterpriseSignificance: AI is shifting from a research topic to a mission-critical operational layer. Organizations are embedding autonomous software agents into R&D, go-to-market, and everyday workflows.Talking Point 1: Widespread Agentic AI AdoptionTalking Point 1: Nine in ten R&D teams plan to implement agentic AI this year, signaling a transition from experimentation to production.“91% of R&D Respondents have implemented or are planning to implement agentic AI” (David Poole, Georgian & NewtonX – https://georgian.io/agentic-ai-adoption-insights-from-600-executives/)This momentum underscores that AI planning, reasoning, and execution capabilities are now viewed as essential for competitive R&D.Talking Point 2: Re-Architecting Infrastructure for AgentsTalking Point 2: Companies are considering the web browser as the next OS-level platform for AI agents.“We need to build an OS-level agent, and a browser is essentially a containerized operating system” (Aravind Srinivas, on Spyglass – https://spyglass.org/ai-web-browser/)To avoid catastrophic misinterpretations, teams must also cultivate robust semantic layers that feed agents the context they lack.“Teams will become cultivators of a constantly evolving collection of cross-domain semantic layers” (Tom Tunguz – https://www.tomtunguz.com/semantic-layer/)Key Trend 2: Monopoly, Regulation, and the Future of Tech PowerSignificance: High-stakes antitrust actions against Apple and Google are not just about market share today but about control over tomorrow's AI and distribution channels.Talking Point 1: Google's Default Search Under ScrutinyTalking Point 1: The Justice Department warns that Google's exclusive search deals could “supercharge” its AI rollout and foreclose competition.“Default placement … could be leveraged to ‘supercharge' new AI offerings, ensuring consumers turn first to Google” (David McCabe, NYT – https://www.nytimes.com/2025/05/01/technology/google-antitrust-trial-ai.html)Regulators argue that data-fuel advantages from search defaults give Google an unfair head start in AI services.Talking Point 2: Apple's App Store DefianceTalking Point 2: A federal judge referred Apple to criminal prosecutors for ignoring a 2021 injunction on App Store anti-steering rules.“Apple's goal: to dissuade customer usage of alternative purchase opportunities and maintain its anticompetitive revenue stream” (John Gruber, Daring Fireball – https://daringfireball.net/2025/04/gonzales_rogers_apple_app_store_ruling)This decision forces platforms to reassess how they enforce fees and policies, with potential global ripples.Key Trend 3: Capital Markets Evolution—New Funding Paths and VC ModelsSignificance: Funding mechanisms are diversifying—SPACs are back, VC firms are retooling their partnership models, and founders must navigate changing incentives at each stage.Talking Point 1: SPACs Make a ComebackTalking Point 1: After a rocky 2021, blank-check companies are targeting sectors from autonomous trucking to nuclear power.“Kodiak Robotics announced a SPAC merger at a pre-money valuation around $2.5 billion” (Joanna Glasner, Crunchbase – https://news.crunchbase.com/public/spac/tariffs-ai-robotics-crypto-biotech/)Startups see SPACs as a viable alternative to traditional IPOs, attracting capital at scale.Talking Point 2: VC as a “Full-Stack” Support PlatformTalking Point 2: Andreessen Horowitz redefined venture capital by building specialized teams (talent, marketing, regulatory) around each investment.“Founders deserve more than just capital, but a comprehensive, long-term support system” (a16z – https://www.youtube.com/watch?v=qpBDB2NjaWY)This contrasts with multi-stage funds whose “pipeline” approach can inflate early valuations without seed-stage expertise (Taavet Hinrikus, 20VC – https://www.youtube.com/watch?v=RvHnRxKdg2M).Key Trend 4: Human Agency, Abundance, and the Value of PeopleSignificance: As automation and AI proliferate, human skills, relationships, and democratic participation become scarce—and thus, strategic—assets.Talking Point 1: From Scarcity to Abundance Requires Purposeful PolicyTalking Point 1: Ezra Klein's “Abundance” review criticizes timid calls for incremental reform and urges a democratic blueprint for real abundance.“This is the real discussion we need to be having: how can we achieve the disruptive level of change required for an actual abundance agenda in a democratic fashion.” (Albert Wenger – https://paragraph.com/@continuations/abundance-book-review)Bold policy and collective agency are essential to realize unlimited access to what humans need.Talking Point 2: Human Interaction as a Luxury in the Digital EraTalking Point 2: AI companions and curated human engagement are emerging as valuable services for the socially isolated.“New technologies often feel dystopian, until they feel commonplace … AI friends are a good thing, actually.” (Rex Woodbury – https://www.digitalnative.tech/p/ai-friends-are-a-good-thing-actually)“Human engagement is often reserved for those who can afford it, leading to a society where personal attention is a luxury.” (Humans As Luxury Goods – https://platforms.substack.com/p/humans-as-luxury-goods-in-the-age)Key Trend 5: Strategic Adaptation Amidst ChaosSignificance: Periods of upheaval create openings for startups and organizations that can navigate uncertainty, discipline pilots toward production, and rethink industrial strategy.Talking Point 1: Chaos as a Catalyst for Creative DestructionTalking Point 1: Startups thrive as “tricksters” in turbulent times, deploying architectural innovation to topple incumbents.“Periods of upheaval … create opportunities for startups to disrupt entrenched incumbents.”(Packy McCormick – https://www.notboring.co/p/chaos-is-a-ladder)Embracing uncertainty can be a deliberate strategy for reinvention.Talking Point 2: Overcoming “Death by 1,000 Pilots”Talking Point 2: The real challenge is not launching PoCs but scaling them into production with robust infrastructure, monitoring, and operations.“It's easy to fire up a pilot … you can get stuck in this ‘death by 1,000 pilots' approach.” (Rodney Zemmel, McKinsey Digital, via O'Reilly – https://www.oreilly.com/radar/death-by-1000-pilots/)Companies must build clear paths from experimentation to value realization.Discussion QuestionsHow can enterprises avoid “death by 1,000 pilots” while rapidly scaling agentic AI capabilities?What are the trade-offs between antitrust interventions (e.g., breaking up defaults) and the risk of stifling AI innovation?In a world where human interaction becomes a luxury, how should companies balance automation with services that emphasize personal touch?Can SPACs and “full-stack” VC platforms coexist, or will one model dominate early-stage funding in the next cycle?Given the tension between incremental regulatory fixes and calls for disruptive abundance agendas, what level of policy boldness is both feasible and desirable?How might a forced sale of a browser or default search slot reshape the competitive dynamics of AI distribution? (Controversy: divestiture as remedy)Are hyper-optimistic growth projections (e.g., OpenAI's $129 billion by 2029) fantasy, or do they play a functional role in mobilizing capital? (Controversy: realism vs. hype)Closing SegmentAcross regulation, capital, technology and human value, one pattern emerges: agency matters. Whether you're a founder, policy-maker, or individual, inertial forces abound—but so do levers for change. Embracing agentic AI, reshaping capital structures, demanding bold policy, and elevating human skills can turn chaos into opportunity. As we close, remember: “History is decided by human decisions taken in real time.” What decision will you make today to shape tomorrow? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe
This week, we sit down with Rick Hendrix and Adam Fishman from the Live Oak SPAC team. Rick Hendrix is the Founder of Live Oak Merchant Partners, and Chairman and CEO of Live Oak Acquisition Corp. V (NASDAQ:LOKV). In addition, he is an operating executive at Crestview Partners, a New York-based middle market focused private equity firm. Adam Fishman is a Managing Partner at Live Oak Merchant and President and CFO of Live Oak V. Adam joined Live Oak right before Live Oak II was launched and has been an executive on each of the SPACs since. Together they discuss how the SPAC climate has changed and how they choose to position their team relative to the broader market. Where are the big opportunities now, and what are some of the transaction terms and structures they would and would not consider? Give it a listen
The market shows a resurgence in SPAC activity, signaling a shift in dynamics. Many startups previously merged with SPACs during the last bull market, with mixed results across sectors such as scooters and genetic testing. Recent weeks have seen new SPACs forming partnerships with firms in cryptocurrency, autonomous vehicles, and nuclear energy. Notable deals include Kodiak Robotics, valued at $2.5 billion, Veraxa Biotech at $1.3 billion, and Twenty One Capital at $3.6 billion. Additionally, Terra Innovatum and Terrestrial Energy announced deals valued at $475 million and $925 million, respectively. Investor sentiment remains cautious due to prior losses, with experts predicting a more disciplined approach to SPAC transactions. The current market features experienced sponsors, while the tech IPO landscape remains inactive, limiting opportunities for public investors. The deal environment is volatile, impacted by tariff uncertainties, and high-valuation companies are delaying public listings. The SPAC route offers quicker access to the market, reducing the risks of evolving conditions. However, companies face a challenging investment atmosphere influenced by share price volatility. Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.
Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and special guest David Hoffman break down the biggest stories in crypto. This week: MicroStrategy clones are popping up, with Bitcoin-backed SPACs trying to replay Saylor's playbook. Meanwhile, Trump launches a memecoin for dinner invites, Zora kicks off a new era of “content coins,” and Ethereum faces an existential pivot. David Hoffman joins the crew to debate whether crypto's future is real innovation—or just financial theater. Show highlights
Episode Overview Today's guest is Shalabh Gupta, a visionary entrepreneur and the CEO of a publicly traded company. With deep experience in both public and private markets, Shalabh brings a mission-driven mindset to solving complex problems through innovation. In this episode, he shares his journey to the public markets, lessons learned from operating in the spotlight, and what it really takes to drive long-term shareholder value while staying true to your company's core mission. Whether you're a founder, investor, or aspiring public company executive, this conversation is packed with insights into what it means to lead boldly in the public eye.
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Jason Wilk is the Founder and CEO of Dave, the greatest turnaround in the public markets of the last 12 months. Dave went public with a market cap of $4BN, just months later the company had a market cap of $50M. Today, they are back with a market cap of $1.1BN. In 2024, CNBC named Dave the best-performing financial stock in the country, achieving 900% growth. In Today's Episode We Discuss: 04:09 Do Rich Founders Make Better Founders 07:45 The Best Performing Fund Would Only Invest in YC Founders on Their Second Time 11:25 “We Went Public Too Late, It Was a Big Mistake” 17:53 Why Did Jason Choose to SPAC? 24:21 Why Does Jason Believe SPACs are Unfairly Demonised and Will Comeback? 29:47 How Does AI Change the Margin Structure of the Next Generation of Companies 33:14 Is Trump Better for Business than a Biden Administration? 38:35 Are We Heading into a Recession? Predictions for Next 12 Months? 46:26 Why Have No Neobanks Reached the Heights of Revolut in the US? 48:08 Why is the Opportunity in Low Income Banking Not High Income in the US? 50:07 Why Short Sellers Should Be Stopped and How Immoral They Are
On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, sharp decline, and the potential risks and rewards for investors. Plus, they field questions from listeners about pension decisions, lump sum options, and how to adapt investment strategies to today's market conditions. Finally, they emphasize the value of personalized financial planning, covering key topics like tax strategies and Roth conversions to help secure your long-term retirement goals. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
This week, we return to another episode from 2021, when we spoke with Will Marshall, Co-founder and CEO of Planet Labs(NYSE:PL). Planet provides data services drawn from its fleet of about 200 satellites that generate a complete image of the earth's surface every day. It just celebrated its first quarter of EBITDA profitability, but at the time, it was still working to close its combination with dMY Technology Group IV. Niccolo de Masi, who at the time steered dMY IV, also joined to explain the investment case for Planet and the private space industry more broadly. Many of those space ventures that combined with SPACs are now booming despite equity market headwinds. But, what did the pathway to the stars look like four years ago, and what challenges remain?
What happens when a trader-turned-tech-CEO builds a decade-long startup that lands on the Nasdaq? In this episode, Bill Alessi, CEO of Alpha Modus pulls back the curtain on AI patents, capital market strategy, and the SPAC journey.
Jonathan Nelson is the Founder and Executive Director of HF Capital, which provides corporate advisory and project management services to assist growth-stage technology companies in raising capital through stock exchanges. He previously founded Hackers/Founders, which is one of the largest global communities of tech founders. In addition, Jonathan also serves in advisory roles for the Partnership for Central America and the Woodrow Wilson International Center for Scholars. In this episode, you'll hear about: Challenges and opportunities in raising growth capital for international tech founders, with a focus on Latin America. Jonathan Nelson's collaboration with the London Stock Exchange to democratize IPOs for mid-sized companies. Examination of the complex and costly tech IPO ecosystem in the U.S., including regulatory barriers and the rise and fall of SPACs. The strategic advantages of listing on the London Stock Exchange versus U.S. markets. Exploration of emerging markets, particularly in Latin America and Africa, and their potential for tech-driven financial inclusion. Importance of engaging with real customers in tech development, moving beyond speculative scenarios. Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Linkedin - https://www.linkedin.com/in/hackerfounder/ Website - https://hf.cx/ https://www.londonstockexchange.com/ Alcorn Immigration Law: Subscribe to the monthly Alcorn newsletter Sophie Alcorn Podcast: Episode 16: E-2 Visa for Founders and Employees Episode 19: Australian Visas Including E-3 Episode 20: TN Visas and Status for Canadian and Mexican Citizens Immigration Options for Talent, Investors, and Founders Immigration Law for Tech Startups eBook
Today's show: Circle gears up for its IPO and the stablecoin wars heat up, Palantir's meme stock status gets a reality check, and they riff on a possible Uber + DoorDash merger and whether AI should train on Substack content. They react to Sequoia partner Andrew Reed's inside take on fund dynamics, laugh at a brutal VC meme, and wrap with “Office Hours” featuring Caylee Harrington, founder of Hookhub — the Airbnb for RV parking — to talk vanlife, growth, and building in an unsexy market.*Timestamps:(0:00) Alex and Jason kicks off the show!(1:29) Palantir's stock and market dynamics(5:43) Meme stocks and reversion to the mean(6:57) X and XAI merger(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST(12:05) M&A trends in tech and AI content acquisitions(17:22) Valuation strategies for acquisitions(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist(23:31) Circle's IPO and stablecoin regulations(30:46) Fidelity Private Shares - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.(32:26) Crypto community and anti-money laundering in stablecoins(37:43) IPO and SPAC updates in tech(41:20) Deep tech investment risks and lessons from SPACs(44:03) Hookhub's journey and RV market insights(49:27) Growth and challenges in RV market(52:01) Hookhub's social media and content strategy(58:48) Hookhub's investor pitch and growth strategy(1:04:11) Van life business model potential(1:06:16) Sequoia's internal culture and investment strategy(1:13:03) Sequoia vs. Andreessen Horowitz and VC indexing(1:15:32) Venture capital humor and closing remarks*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Links from the show:Hookhub: https://www.hookhub.co/*Follow Caylee:X: https://x.com/Mariano_APOLinkedIn: https://www.linkedin.com/in/mariano-apodaca-45b07a16a/vFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Thank you to our partners:(10:01) Squarespace - TWiST listeners: use code TWIST to save 10% off your first purchase of a website or domain: https://www.Squarespace.com/TWIST(22:05) Oracle - TWiST listeners can try OCI and save up to 50% on your cloud bill at https://www.oracle.com/twist(30:46) Fidelity Private Shares - Visit https://www.fidelityprivateshares.com! Mention our podcast and receive 20% off your first-year paid subscription.*Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
Kony is the CEO and Co-founder of GAIB, the economic layer transforming AI infrastructure investment. Prior to GAIB, Kony worked in asset management and investment banking, with experience across private equity, credit research, and SPACs. He later joined a crypto exchange, focusing on mergers and acquisitions. Combining his expertise in finance and technology, Kony founded GAIB to reshape investment opportunities in AI infrastructure, making it more accessible and opening doors to the technologies that will drive the future.
Kony is the CEO and Co-founder of GAIB, the economic layer transforming AI infrastructure investment. Prior to GAIB, Kony worked in asset management and investment banking, with experience across private equity, credit research, and SPACs. He later joined a crypto exchange, focusing on mergers and acquisitions. Combining his expertise in finance and technology, Kony founded GAIB to reshape investment opportunities in AI infrastructure, making it more accessible and opening doors to the technologies that will drive the future.
Putting together an IPO is no easy feat. Just getting your finances in order can be a herculean effort. Add in the laundry list of compliance requirements, and it simply becomes too much for most firms to handle on their own. That's especially true for young companies in emerging industries like biotech or AI, where corporate governance may have taken a backseat to product development. Enter, Mike Aiello. He's the CEO and managing partner at Centri Business Consulting, one of the country's fastest growing accounting and advisory firms. Mike founded Centri in 2011 with a focus on capital markets, transactions and emerging growth organizations. It has since grown from its Philadelphia, mid-Atlantic roots to eight offices nationwide, with around 250 staff providing support to more than a thousand companies. Mike walks us through the massive undertaking that is IPO preparation, and how Centri guides their clients through that process. He also shares his thoughts on the current state of IPOs and SPACs, and explains why he feels optimistic for the future of capital markets.Highlights:Mike's path to founding Centri (3:14)Centri's menu of services (6:26)The state of the IPO market (8:34)SPACs (12:09) Getting ready for an IPO (13:56)Working with AI companies (15:39)Recruiting talent from 'The Big 4' (18:05)Importance of corporate culture (19:22)Priorities for growth (21:57)Upcoming 'Capital Markets Conference' (25:28)Links:Centri LinkedInCentri TwitterCentri 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, marion@lowerstreet.co.
Today's show: In this episode, Alex and Lon kick things off with the latest tech news — including 23andMe's dramatic collapse, MicroStrategy's half-million Bitcoin haul, and whether we're finally seeing a rebound in startup M&A. Then they sit down with three standout founders building the future across AI chips, data privacy, and healthcare. First up, Etched CEO Gavin Uberti explains why they're betting big on transformer-specific ASICs. Then, Skyflow co-founder Anshu Sharma breaks down how they're helping enterprises use LLMs without leaking private data. Finally, MedServe's team walks us through how they're securing medications in outpatient clinics and staying on the right side of the DEA.*Timestamps:(0:00) Alex kicks off the show(1:15) 23andMe bankruptcy and SPACs impact(5:23) MicroStrategy's Bitcoin strategy(8:58) Increase in M&A activity and market trends(10:06) Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist(13:37) Browser use, agentic AI, and VC market insights(19:28) Financial responsibility in startups(20:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(21:56) Interview with Gavin Uberti of Etched(30:32) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com ! Mention our podcast and receive 20% off your first-year paid subscription.(32:12) Economic and technical aspects of chip efficiency(39:53) Etched's market demand, manufacturing, and AI scaling(43:05) Founder insights and hardware startup potential(45:43) Introduction to Skyflow and Anshu Sharma(50:19) Skyflow's growth and customer acquisition strategies(1:03:09) ServiceNow's new product and Skyflow's bullish outlook(1:06:33) M&A interest and AI stack value creation(1:12:06) Skyflow's funding and cybersecurity customer trust(1:13:12) Introduction to MedServe and Milwaukee's startup ecosystem(1:16:30) MedServ's solution to drug dispensing and diversion(1:23:05) Economic challenges and solutions for smaller facilities(1:26:50) MedServe cabinet features and use case demonstration(1:29:51) Cybersecurity and physical security of MedServe systems*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Etched:Website: https://www.etched.com/X: https://x.com/EtchedLinkedIn: https://www.linkedin.com/company/etched-ai/*Follow MedServe:Website: https://medserverx.com/X: https://x.com/MedServeRXLinkedIn: https://www.linkedin.com/company/medserverx/*Follow Skyflow:Website: https://www.skyflow.com/X: https://x.com/SkyflowAPILinkedIn: https://www.linkedin.com/company/skyflow/*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm*Follow Lon:X: https://x.com/Lons*Thank you to our partners:(10:06) Northwest Registered Agent - Get a 60% discount on your next LLC at https://www.northwestregisteredagent.com/twist(20:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:32) Fidelity Private Shares℠ - Visit https://www.fidelityprivateshares.com Mention our podcast and receive 20% off your first-year paid subscription.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland*Check out Jason's suite of newsletters: https://substack.com/@calacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com*Subscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916
In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down Blue Owl Capital (ticker: OWL), an emerging giant in the world of alternative asset management that specializes in private credit. Blue Owl has quickly grown its assets under management to over $230 billion and is one of the few SPACs from 2020 to work out, yet Shawn explores whether the company is a good investment at current prices. In today's episode, you'll learn how Blue Owl was born out of several mergers, how the private credit legend Doug Ostrover has built an extremely high-quality asset-management business with 91% permanent capital, why private asset classes have become so popular in recent years and whether that growth is sustainable, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 05:11 - How Blue Owl was born out of a merger with Dyal Capital and a SPAC. 05:11 - What the business model for an alternative asset manager looks like. 11:49 - Why alternative investing has ballooned in recent years and whether that growth is sustainable. 29:49 - Why Blue Owl's permanent capital base is so attractive. 36:23 - How Blue Owl has continued to grow its assets under management through acquisitions. 59:04 - How to untangle Blue Owl's convoluted corporate structure. 01:03:42 - Why financial services businesses are especially opaque and hard-to-value. 01:08:17 - Whether Shawn adds Blue Owl to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. The Financial Times' article on Michael Rees of Dyal Capital. Capital Allocators podcast with Douglas Ostrover. Chris Panagiotu was my financial-advisory scuttlebutt contact for Blue Owl — checkout his podcast on financial planning. Ohio State study on private credit returns. See here on how to attend the 2025 Berkshire Hathaway shareholder's meeting and meet-ups with The Investor's Podcast Network Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Netsuite Shopify TurboTax Public Airbnb Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
This week, in a special edition of the SPACInsider Podcast, we focus on the private markets with PM Insights Founder and CEO Nick Fusco. Nick weighs in with his thoughts on the major trends shaping private market valuations today and how the market has evolved since the pandemic years. Plus, how difficult is it to gain reliable data on private funding rounds and what lessons can be learned for SPACs making their own valuation decisions while on the hunt for a deal? PM Insights is a secondary market pricing and analytics provider focusing on private market company stocks.
(0:00) Intro(1:38) About the podcast sponsor: The American College of Governance Counsel(2:25) Start of interview. *Reference to prior episode with Dave (E25 from Dec 2020)(3:30) Equilar's current focus. New: Equilar Research Intelligence Copilot ERIC(7:49) The current status of boardroom diversity. Latest (Q3 2024) Equilar Gender Diversity Index(10:05) On boardroom refreshment(11:25) On digital/technology/AI directors(13:15) Executive (and Director) Compensation trends.(17:36) On the current ESG/DEI backlash ("at the end of the day you have to do what's best for the business")(20:13) On the boom and bust of SPACs ("incentives were misaligned")(23:05) On the governance of private equity and VC backed companies. Reference to VCBA in SF 5/14 and NYC on 10/28(28:15) AI's impact on governance and new corporate structures (PBCs) (32:36) On the growing influence—and disruption—of Silicon Valley in Washington, D.C. ("this feels like Uber")(37:27) The evolving dynamics of California's business landscape ("if it wasn't for the AI boom, I think we'd be in a pretty hurting spot")(41:21) On the current backlash against Delaware and Elon Musk's pay package at Tesla *Reference to Delaware's SB21(44:43) Looking Forward: the importance of AI in the boardroom ("the genie is out of the bottle")David Chun is the Founder & CEO of Equilar, a leading provider of executive intelligence solutions for board and executive recruitment, compensation, and governance strategies. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
Mike Sokoll says we're in a “pretty good environment” for IPOs, noting a building wave of debuts in 2024 and $8.5B already raised in 2025. He discusses the demand for SPACs vs IPOs and says there are about 200 companies in Nasdaq's pipeline, with emphasis in tech, consumer & healthcare.======== 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
Quantum computing has been one of the hottest investment topics in the past two months and three of the leading listed companies in the space are de-SPACs. But, how close is quantum computing to generating real value and what capabilities are still years away? This week, we speak with Alan Baratz, CEO of D-Wave (NYSE:QBTS), which went public in a business combination with DPCM Capital in 2022. Alan explains how D-Wave's quantum computers are already doing commercial work and generating revenue by solving complex business optimization problems for clients. He also gives a primer on what investors should look for in the quantum industry news as they try to parse real progress from incremental research. How did D-Wave itself emerge from a post-listing capital crunch to announce record bookings in 2024 and start out 2025 with over $300 million in cash on hand? Give it a listen.
Market Confidence and Capital Activity Boosts: Feb 11th Update Brian Szytel provides a market update on a directionless trading day where the Dow closed up 123 points, S&P remained flat, and Nasdaq fell by a third of a percent. 10-year Treasury yields rose to 454 basis points, and small business confidence remains above historical averages, indicating robust economic health. Discussions covered the increase in capital expenditures, IPO market, and mergers and acquisitions activity. Brian critiques SPACs while noting a positive resurgence in capital market activities. He also comments on Jerome Powell's testimony regarding interest rates and inflation. Financials emerge strong in the market, contrasting with weaker performance in semiconductors. 00:00 Market Overview and Key Indices 00:28 Small Business Confidence and Economic Impact 01:30 Corporate Activity and Capital Markets 02:08 SPACs and Financial Sector Insights 03:38 Federal Reserve and Monetary Policy 04:39 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Isabelle Freidheim is the founder and managing partner of Athena Capital. She is the youngest chairman of a publicly traded company in the U.S. In her role as managing partner of Athena Capital, Freidheim oversees the company's strategic direction and leads its efforts in identifying and investing in technology companies.Freidheim is an entrepreneur and investor with more than 15 years of experience in venture capital, private equity, SPACs and IPOs. She founded Athena in 2020. Athena Capital invests at the intersection of private companies preparing to go public or considering M&A exits. Athena's platform includes board members of Fortune 100 companies and CEOs, Fortune 500 companies, company founders and investors. Freidheim is one of Inc's 250 Female Founders in 2024, a member of The Council on Foreign Relations and an alumna of Fortune's Most Powerful Women.Find out more about Athena Capital | Websitehttps://www.athenacap.com/Connect with Alisa! Follow Alisa Cohn on Instagram: @alisacohn Twitter: @alisacohn Facebook: facebook.com/alisa.cohn LinkedIn: https://www.linkedin.com/in/alisacohn/ Website: http://www.alisacohn.com Download her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from AmazonLove the show? Subscribe, Rate, Review, Like, and Share!
Stocks are on the rebound ahead of Alphabet (GOOGL) and AMD Inc. (AMD) earnings. Nasdaq's Christopher Dearborn discusses what to expect from these earnings and how Friday's non-farm payroll numbers could move the market. He also looks at what could be impacted by tariffs. Finally, he evaluates January's IPO activity. "We aren't going to see a SPAC attack like 2021," he says, but "SPACs are back." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
(0:00) Intro.(1:52) About the podcast sponsor: The American College of Governance Counsel(2:39) Start of interview. *Reference to prior episode with Jeff (E46 from Oct 2021)(3:42) On Nasdaq's IPOs in 2024 (180 IPOs raising $23B). Looking ahead in 2025.(6:23) What to expect facing new Administration. Reference to Nasdaq's IPO Pulse Index.(8:59) The three priorities for boards considering an IPO: strategic quality, risk management, and succession planning (people).(11:14) On the ruling striking down the Nasdaq Diversity Rule(14:27) On the political backlash against ESG and DEI in the US(18:00) On global markets and the new geopolitical landscape. Nasdaq as "the trusted fabric of the financial markets". Reference to article by Nelson Griggs, Nasdaq President.(22:32) On the "stay private vs go public" debate, and arguments for public listings: 1) access to capital, 2) liquidity, 3) creating an acquisition currency, and 4) having the brand and the trust of a public company.(27:00) Private Equity backed companies going public.(29:50) On the influence of AI in public markets and in governance. Boardvantage's AI solutions for directors.(35:30) Outlook for 2025.(39:55) On direct listings and SPACs (50 SPACs on Nasdaq in 2024)(40:36) On board education. Reference to the 3rd VC-Backed Board Academy (VCBA) on May 14, 2025, at Cooley in SF.Jeff Thomas serves as EVP, Chief Revenue Officer, and Global Head of Listings at Nasdaq. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License
This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services to buildings and construction projects. While not necessarily a household name, APi's services play a vital role in the buildings where we live and work. With over 100 acquisitions under their belt, they've strategically built a business that exceeds a billion dollars in EBITDA and sports a market cap exceeding $10 billion dollars. The evolution of the business has come via an intentional shift from one-off construction projects to a recurring revenue model, generating a steady stream of income by providing essential services like inspections and maintenance of fire systems, elevators, security cameras, and more. To help us break down APi, I am joined by Adam Wyden and Chadd Garcia. Adam is the founder and portfolio manager of ADW Capital, and Chadd is a portfolio manager at Ave Maria Mutual Funds. Chadd and Adam will share their insights on the company's competitive advantage and go to market strategy, including its unique decentralized management structure and its strong culture. Please enjoy this breakdown of APi Group. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is sponsored by Finley - modern debt capital management software for borrowers and lenders. Ask around and you'll find that nearly every operator or investor has experienced the operational nightmare of managing debt capital. Finley works by translating unstructured credit agreements into code, which gets all parties on the same page and helps them streamline the credit management lifecycle--think covenant reporting, interest and fee tracking, and portfolio analysis. Join the forward-thinking finance leaders, investors, and bank executives already modernizing their debt capital operations with Finley. Learn more and request your demo at finleycms.com. —-- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Learn about Finley (00:05:34) Overview of API Group's Business (00:08:54) Specialty Services Division (00:10:59) API Group's Financial Profile and Growth (00:17:18) Company Culture and Management Structure (00:23:12) Capital Allocation and Strategic Acquisitions (00:29:37) Understanding Stock Gains and Share Issuance (00:30:51) SPACs and Martin Franklin's Reputation (00:31:19) Challenges and Successes in Acquisitions (00:32:55) Focus on Inspection and Service Work (00:35:04) The Chubb Acquisition and Its Impact (00:37:10) Financial Profile and Capital Allocation (00:42:09) Valuation and Market Perception (00:46:47) Lessons from API Group Investment
We are joined by one of my favorite authors Charles Duhigg to discuss his new book, Supercommunicators! We also jump around to chat about other topics like the role of crypto in politics, broader technology trends and AI, and challenges in private equity. Listen to learn more about how you can be the best communicator through having a strong connection. Today we discuss... Charles Duhigg's new book, Super Communicators, and reflects on his earlier works, The Power of Habit and Smarter Faster Better. Charles' background as a business journalist covering finance and technology for The New Yorker and his previous experiences at The New York Times and Harvard Business School. A recent article about Silicon Valley's and the crypto industry's political influence. The debate over crypto regulations, contrasting the SEC's push for securities oversight with the industry's argument for recognition as commodities. Long-term changes in business and daily computing due to AI. Private equity and the impact of high interest rates, the overabundance of funds, and the potential for a reckoning in the industry. Historical trends in financial products that offered high yields, such as mortgage-backed securities, SPACs, and crypto lending. Examples of creative financial models like lending gold to jewelers and crypto lending, with an analysis of regulatory challenges and risks. Introduction to the book Supercommunicators, focusing on the skills and principles of effective communication. Explanation of the concept of "matching conversations" to foster trust and understanding in communication. Stories of individuals who overcame communication challenges to become skilled influencers, emphasizing learned rather than innate abilities. Strategies for improving communication through empathy, alignment, and intentional practice. Deep questions allow people to share personal stories, creating a shared sense of understanding and vulnerability. Authentic listening enhances trust and alignment between conversational partners, especially in emotionally charged or conflict discussions. Salespeople and professionals often falter by failing to genuinely engage, focusing instead on their own agenda. Successfully navigating conversations involves identifying their type, aligning with the speaker's mindset, and transitioning between types collaboratively. For more information, visit the show notes at https://moneytreepodcast.com/supercommunicators-charles-duhigg-674 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management 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
(2:00) Well, Excuse ME! - The Corrupt Pardons of Both Biden and TrumpBiden (who tells us he never lies) lied about pardoning Hunter; pretends the DOJ is weaponized AGAINST him (but it's weaponized FOR him and for Hunter)Why did Biden stretch the pardon to an entire decade? Why start with 2014?(15:54) Will Trump Renege on J6 Pardons?Trump's silence on J6 pardons — Hunter's pardon however, is GOOD NEWS for J6ersCowboys for Trump founder says "J6 was the greatest ENTRAPMENT in American history" — and it wasn't BidenWill Pam Bondi stop J6 pardons?Trump pardoned Jared Kushner's father, now appoints as Ambassador to FranceWhy was Jared's father's crimes described as "one of the most loathsome, disgusting crimes I prosecuted"?FOX & MAGA-Media gloss over the crimes, referring to them only as "witness tampering"Trump appoints another in-law (besides Kushner). It's a Mafia Family(40:42) Trump's Con Man for CommerceTrump's Commerce Secretary — "Lucky" Lutnick and his history of Wall Street Scams like SPACs. Why do the financial snakes always get Commerce Secretary under Trump?(58:58) LIVE comments - Pam Bondi, literal Drug War against cartels, SPACs, and more (1:11:59) What Happens When LOCAL Law Enforcement Goes Bad?The Sheriff who called in his deputies over a burger that wasn't done HIS wayProsecutor and police lab LIED and this man served DECADES in jail for a crime he did NOT commit(1:31:28) Hanging Chad — Conservatives Go After Trump's DEA Appointment One of the worst COVID tyrants and cheerleader for Vax & LGBT has been selected by Trump to head DEA. Here's why Chad Chronister is the PERFECT pick (and why conservatives shouldn't be surprised) (58:58) LIVE comments - and our producers (1:56:51) NATO's War — And a NEW Arms RaceBiden loads up Ukraine with weaponsRussian warnings about how quickly their hypersonic missiles (for which there's NO defense) could strike Europe. Now they show the vulnerability of US targets in Middle East AND AmericaPentagon says it will repurpose their ludicrous "Littoral Combat Ship" (the failed Zumwalt class) to fire hypersonic missiles (that they won't have for 3 or more years) because the original gun was too expensive to fire. Why would THAT stop the Pentagon?France "removes ALL red lines" in war with RussiaNATO refuses to face reality — tells businesses to prepare for "wartime scenario"The new Arms Race(58:58) LIVE comments - munitions being emptied, Russia & Ukraine Shanghai men to fight, the meat grinder as the fight for "line of contact" escalates — and more producers (2:38:09) Why Being Grateful is Vital — Make America Grateful AgainTrump & Musk celebrate Thanksgiving at Mar-a-Lago — be grateful that you've NOT fallen into the snare that entraps themTo WHOM should we be grateful?Sales of Bibles are booming — why?Ontario town fined $10,000 for not worshipping LGBT during "Pride Month"Euthanasia — most Americans favor it, UK Parliament just passed itWhat does "pro-life" REALLY mean?If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7 Money should have intrinsic value AND transactional privacy: Go to DavidKnight.gold for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to TrendsJournal.com and enter the code KNIGHTBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.