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Send us a textSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights, webinar replays00:00 - Intro00:07 - CoreWeave Prices IPO at $19B Valuation  01:18 - eToro Files for US IPO as Commissions Surge  02:07 - Crusoe Secures $225M to Expand AI Data Centers  03:15 - OpenAI Targets $29.4B in 2026 Revenue05:43 - Databricks and Anthropic Strike Enterprise AI Deal  06:39 - Flexport Misses Profit Target, Remains at $8B Valuation  07:43 - Starlink Signs Distribution Deals in India  

This week, we explore how AI is reshaping software development, the slow adoption of Service Mesh, and the latest effort to modernize the U.S. Government. Plus, chili debates, and Wiz proves puppies make everything better. Watch the YouTube Live Recording of Episode (https://www.youtube.com/watch?v=XfuymY8l9rs) 503 (https://www.youtube.com/watch?v=XfuymY8l9rs) Runner-up Titles Just start it, I'll catch up Let's not get distracted by the corn AI's never eaten a bowl of chili, Brandon. No beans for you Streetfights about chili Get out of my right pane Single Thread Pizza That is a response to a problem I don't want to have. This is not listener feedback, this is more Matt feedback. Rundown Visual Studio Code helped Microsoft win developers. New AI coding editors want to own the future (https://www.runtime.news/visual-studio-code-helped-microsoft-win-developers-new-ai-coding-editors-want-to-own-the-future/?ref=runtime-newsletter) Anysphere, a Maker of A.I. Coding Software, Raises $105 Million (https://www.nytimes.com/2025/01/14/business/dealbook/anysphere-cursor-25-billion-valuation.html?ref=runtime.news) Model Distillation (https://x.com/jaminball/status/1881718692956016713) DeepSeek claims its 'reasoning' model beats OpenAI's o1 on certain benchmarks (https://techcrunch.com/2025/01/20/deepseek-claims-its-reasoning-model-beats-openais-o1-on-certain-benchmarks/) Istio Creators on Mistakes To Avoid for Any Project (https://thenewstack.io/istio-creators-on-mistakes-to-avoid-for-any-project/) Trump signs order setting up DOGE with a focus on government tech (https://www.nextgov.com/digital-government/2025/01/trump-signs-order-setting-doge-focus-government-tech/402358/) Trump's Treasury pick pledges to keep IRS Direct File open this tax season (https://www.nextgov.com/digital-government/2025/01/trumps-treasury-pick-pledges-keep-irs-direct-file-open-tax-season/402250/?utm_source=chatgpt.com) Relevant to your Interests This Hedge Fund Created an Excel on Steroids (https://www.wsj.com/articles/hedge-fund-spreadsheet-application-arcticdb-c98906f0) The $500 Million Debacle at Sonos That Just Won't End (https://www.wsj.com/tech/sonos-speakers-app-ceo-24250f2c) Thoma Bravo-owned SailPoint reveals narrower loss in US IPO filing (https://www.reuters.com/technology/sailpoint-makes-us-ipo-filing-public-2025-01-17/) The First Big Trump Scam Is Already Blowing Up in Everyone's Faces (https://slate.com/technology/2025/01/donald-trump-meme-coin-cryptocurrency-bitcoin-scam.html) We're in the Netflix-opens-a-restaurant stage of the cycle. (https://www.hollywoodreporter.com/business/business-news/netflix-bites-las-vegas-restaraurant-mgm-grand-opening-1236114520/) Google Invests Another $1 Billion in AI Developer Anthropic (https://www.bloomberg.com/news/articles/2025-01-22/google-invests-another-1-billion-in-ai-developer-anthropic?srnd=phx-deals) Product Name Changes (https://m365maps.com/renames.htm) Gartner: VMware migrations will be long, costly, and risky (https://www.theregister.com/2025/01/21/vmware_migration_gartner_advice/) Developers and IT folks, please be careful when installing Homebrew (https://www.threads.net/@nixcraft/post/DFCK-NYowNc) Capital One gives update on deposit issues as customers demand answers (https://www.usatoday.com/story/money/2025/01/17/capital-one-banking-outage-issues-update-friday/77771258007/) Many remote workers say they'd be likely to leave their job if they could no longer work from home (https://link.axios.com/click/38290712.541800/aHR0cHM6Ly93d3cucGV3cmVzZWFyY2gub3JnL3Nob3J0LXJlYWRzLzIwMjUvMDEvMTMvbWFueS1yZW1vdGUtd29ya2Vycy1zYXktdGhleWQtYmUtbGlrZWx5LXRvLWxlYXZlLXRoZWlyLWpvYi1pZi10aGV5LWNvdWxkLW5vLWxvbmdlci13b3JrLWZyb20taG9tZS8_dXRtX3NvdXJjZT1BZGFwdGl2ZU1haWxlciZ1dG1fbWVkaXVtPWVtYWlsJnV0bV9jYW1wYWlnbj0yNS0wMS0xNyUyMC0lMjBJQ1lNSSUyMHJlbW90ZSUyMHdvcmtlcnMlMjBiYWNrJTIwdG8lMjBvZmZpY2Umb3JnPTk4MiZsdmw9MTAwJml0ZT0xNTI2MiZsZWE9NDA3MTc3NSZjdHI9MCZwYXI9MSZ0cms9YTBEUW0wMDAwMDQ1eFdjTUFJJnN0cmVhbT1idXNpbmVzcw/640463872934319aa30b46ecBf4dba2fc) Schrödinger's Cat breakthrough could usher in the 'Holy Grail' of quantum computing, making them error-proof (https://www.livescience.com/technology/computing/schrodingers-cat-breakthrough-could-usher-in-the-holy-grail-of-quantum-computing-making-them-error-proof) Nonsense This Southern Grocery Store Was Just Named The Best In The Nation And We're Not Surprised (https://www.yahoo.com/lifestyle/southern-grocery-store-just-named-220356363.html?.tsrc=daily_mail&segment_id=DY_VTO_CLICKER_CONTROL_SINK&ncid=crm_19907-1202927-20250115-0&bt_user_id=ocbX%2FwHAAfTR%2BJ6SJ9Ssf7l%2FWN5AWP%2BJst8Llfj1yBN72ltULdPIH%2FEo0SMXcQkp&bt_ts=1736981241078&guccounter=1) Soup You Can Suck On: Introducing Progresso Soup Drops, the Ultimate Cold and Flu Season Comfort (https://www.generalmills.com/news/press-releases/soup-you-can-suck-on-introducing-progresso-soup-drops-the-ultimate-cold-and-flu-season-comfort) New England Patriots VP of content says NFL told team to shut down Bluesky account (https://awfulannouncing.com/nfl/new-england-patriots-bluesky-shut-down-account.html) Listener Feedback Wiz has gone to the dogs (puppies)? (https://www.linkedin.com/posts/wizsecurity_learn-cloud-security-with-puppies-activity-7285700780387356674-_KT-?utm_source=social_share_send&utm_medium=member_desktop_web) Conferences CfgMgmtCamp (https://cfgmgmtcamp.org/ghent2025/), February 2-5, 2025. Civo Navigate North America (https://www.civo.com/navigate/north-america), San Francisco, Feb 10-11, 2025 DevOpsDayLA (https://www.socallinuxexpo.org/scale/22x/events/devopsday-la) at SCALE22x (https://www.socallinuxexpo.org/scale/22x), March 6-9, 2025, discount code DEVOP SREday London (https://sreday.com/2025-london-q1/), March 27-28, Coté speaking (https://sreday.com/2025-london-q1/Michael_Cote_VMware__Pivotal_Platform_Engineering_for_Private_Cloud). 10% with code LDN10. Monki Gras (https://monkigras.com/), London, March 27-28, Coté speaking. Cloud Foundry Day US (https://events.linuxfoundation.org/cloud-foundry-day-north-america/), May 14th, Palo Alto, CA NDC Oslo (https://ndcoslo.com/), May 21-23, speaking. KubeCon EU (https://events.linuxfoundation.org/kubecon-cloudnativecon-europe/), April 1-4, London. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Silo (https://www.googleadservices.com/pagead/aclk?sa=L&ai=DChcSEwjs49PayYqLAxXfLUQIHWQcB7AYABAAGgJkeg&co=1&gclid=Cj0KCQiAy8K8BhCZARIsAKJ8sfQe9Nw9aRe-pi1-nnVhS3iySkFI4HDlsCiMJohRfkYNdoVIbuCltvwaAu6qEALw_wcB&ohost=www.google.com&cid=CAESVeD2xMcq2hWh5v1TjiMy7y5qEwkwSz5RzfiKUNK2bFFZAB2vBQn9TkVpOq3_az0gvyDZ3JRJ3Vn4prVsDuHCtWxX3GY_uDgTdewBxG7ciWZRxzwd91A&sig=AOD64_07sqkSOCZel1-abfsVTGfqWoIYPg&q&adurl&ved=2ahUKEwj0g8_ayYqLAxWBI0QIHWJuEbMQ0Qx6BAhKEAE) and Severance (https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://tv.apple.com/us/show/severance/umc.cmc.1srk2goyh2q2zdxcx605w8vtx&ved=2ahUKEwjF8q_jyYqLAxVbOkQIHaQvN2QQFnoECEgQAQ&usg=AOvVaw06Jqv4WAF89UKW2fy4RaHx) Matt: Search Engine: The New Zuckerberg (https://www.searchengine.show/listen/search-engine-1/the-new-zuckerberg) Coté: Brian Gracely interview on this week's Software Defined Interviews (https://www.softwaredefinedinterviews.com/92). Open Socrates: The Case for a Philosophic Life (https://amzn.to/40pIrhe), Photo Credits Header (https://unsplash.com/photos/soup-with-vegetable-on-gray-bowl-oVKbZx72I1U)

Send us a textNEW FUND ANNOUNCEMENT*: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for military and national security purposes. Financial advisors only. Email aaron.dillon@agdillon.com to invest or request fund materials. Note important disclosures at the end of this post.00:00 - Intro00:31 - Anduril Plans $100M Tender at $14B Valuation01:33 - Rokt Valued at $3.5B After Secondary Share Sale02:25 - Harvey Doubles Valuation to $3B with $300M Round03:18 - Shield AI Partners with Palantir, Targets $5B Valuation04:15 - OpenAI Partners with Axios for Local Journalism Expansion05:31 - Revolut's Founder Sells $400M Stake, Valued at $41B06:34 - Blue Origin Enters Commercial Launch Market07:41 - eToro Prepares for US IPO at $5B ValuationSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights, webinar replays* NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).

Is Sony about to get back into the mobile gaming hardware business? Is Bluesky in the dog house with the EU? Nvidia's new AI model. Is Intel not going to get as much money as it hoped for? And the rise of AI superclusters.Sponsors:MackWeldon.com promocode BRIAN1Password.com/rideLinks:Sony Working on Handheld Console for PS5 Games to Rival Switch (Bloomberg)Bluesky breaching rules around disclosure of information, says EU (Financial Times)Nvidia shows AI model that can modify voices, generate novel sounds (Reuters)NVIDIA's new AI model Fugatto can create audio from text prompts (Engadget)Washington Curtails Intel's Chip Grant After Company Stumbles (NYTimes)Klarna's Planned IPO Sets the Stage for More Fintech Listings (Bloomberg)Exclusive: CoreWeave targets valuation of over $35 billion in 2025 US IPO, sources say (Reuters)AI's Future and Nvidia's Fortunes Ride on the Race to Pack More Chips Into One Place (WSJ)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

MRKT Matrix - Monday, November 25th Dow rallies 400 points to record, small-cap Russell 2000 hits all-time high after Trump's Treasury pick (CNBC) Deutsche Bank sees the S&P 500 hitting 7,000 in 2025 on the back of rising risk appetite (CNBC) Goldman's Rubner Says US Stocks Are Set to Rally Into Year-End (Bloomberg) Scott Bessent Sees a Coming ‘Global Economic Reordering.' He Wants to Be a Part of It. (WSJ) Trump Trade Muddles Inflation Outlook in Fed's Favorite Gauge (Bloomberg) If Inflation Is Back, Protecting Against It Won't Be Simple (WSJ) Tesla's $350 Billion Stock Surge Driven by ‘Animal Spirits,' UBS Says (Bloomberg) As Musk Assumes Deregulation Role, Tesla Racks Up Pollution Violations (WSJ) TikTok CEO Seeks Musk's Counsel on Incoming Trump Administration (WSJ) Macy's Delays Earnings After Employee Hid Millions in Expenses (Bloomberg) Nvidia Will Balance Compliance with Tech Under Trump Administration (The Information) CoreWeave targets valuation of over $35 billion in 2025 US IPO, sources say (Reuters) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Over the last few years, VC Ben Horowitz has donated at least $7.6 million to fund police department purchases - including the Las Vegas Metropolitan Police Department's new drones from a16z-backed Skydio. Skydio is not the first of a16z's portfolio companies to benefit from these donations, either.Today, on TechCrunch's Equity podcast, hosts Kirsten Korosec, Devin Coldewey and Margaux MacColl dug into the implications of Horowitz's approach and why others in the VC world should maybe hold off on praising the controversial move.Listen to the full episode to hear about:Elon Musk's new role in the Department of Government Efficiency. The crew wondered how much change Musk and co-lead Vivek Ramaswamy will actually be able to enact. And yes, DOGE jokes were made. Klarna's plans for a U.S. IPO. Unfortunately, it looks like we'll have to wait for 2025 before we get another IPO, but Margaux has a theory about what might be behind the slowdown.Vecna Robotics' $14.5 million raise and the CEO choice that caught Kirsten's attention. Starfish Space's latest round and impressive batch of contracts for its full-size Otter spacecraft.Who's joining the unsolicited bidding war over Cursor-maker Anysphere.Equity will be back next week, so stay tuned!Equity is TechCrunch's flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday. Subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod. For the full episode transcript, for those who prefer reading over listening, check out our full archive of episodes over at Simplecast. Credits: Equity is produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

Send us a textNEW FUND ANNOUNCEMENT: The AG Dillon Anduril Pre-IPO Stock Fund is now accepting investors. Anduril Industries is a defense technology company that specializes in building advanced artificial intelligence (AI) and autonomous systems for military and national security purposes. Financial advisors only. Email aaron.dillon@agdillon.com to invest or request fund materials. Note important disclosures at the end of this post.Subscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights, webinar replays00:00 - Intro00:53 - Klarna Confidentially Files for US IPO01:41 - Pony.ai Targets $4.5B Valuation with Nasdaq IPO02:35 - CoreWeave Completes $650M Share Sale, Prepares for IPO03:25 - Databricks in Talks for $1B Investment, Valued at $55B04:26 - Synthesia Raises $150M, Doubling Valuation to $2.1B05:24 - OpenAI to Launch "Operator" AI Agent in January06:18 - Nvidia Unveils Jetson Thor for Humanoid Robots by 202507:17 - X Hires New CFO Amid $13B Debt Struggles08:13 - Pre-IPO Stock Market Weekly Performance08:59 - Pre-IPO Stock Vintage Index Weekly Performance* NOTE: AG Dillon ("AGD") is not affiliated with Anduril. Anduril may require company approval for purchases (aka transfers). AGD has not been pre-approved by Anduril to purchase their stock. AGD purchases pre-IPO stocks in the secondary market and may gain exposure by directly purchasing the stock (on the company's capitalization table) and/or through a third-party fund (aka special purpose vehicle, or SPV).

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Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China. Tu then moves on asking Lei what he knows about Windrose, the Chinese electric semi-truck manufacturer that plans to build semis in the US. Tu posits that this could be push that opens the door for more Chinese players to mannufacture in the US. Tu then speculates that should Kamala Harris win the election she may want to develop her own set of policies toward Chinese EVs, specifically on the manufacturing in the US side. Tu brings up a post in his newsletter about battery pricing below $100 in China where OEMs can build EVs profitably. Tu closes out the show with his brief experience riding in a Lucid Air Sapphire and it's absolutely ridiculous acceleration. All Business. No Boundaries. The DHL Supply Chain Podcast Welcome to All Business. No Boundaries, a collection of supply chain stories by DHL...Listen on: Apple Podcasts Spotify

Shein sales impress ahead of expected US IPO, Snowflake starts alerting customers who may have had stolen data, Nokia announces “immersive audio and video” for smartphones. MP3 Please SUBSCRIBE HERE. You can get an ad-free feed of Daily Tech Headlines for $3 a month here. A special thanks to all our supporters–without you, none ofContinue reading "Xbox Unveils the White Xbox Series X – DTH"

Sharon is one of my US guests on the podcast, she has over 30 years of executive Human Resources leadership experience. She was the CHRO of four global $1B dollar companies - Oil & Gas Services and EPC contractors. Sharon brings extensive major transaction experience. Starting with the recent merger of Kentech with SNC Lavalin Oil and Gas Division to form Kent PLC. She also led the HR workstreams with the spin off and US IPO of a $1B US company Archrock, the purchase of $.5B Valerus by FTSE 250 company Kentz Corp. Ltd and the acquisition and delisting of Kentz by SNC Lavalin. Sharon was also the HR leader and a Culture Champion during the integration of Mustang Engineering with John Wood Group PLC. Sharon has so much great experience to share in this episode.

ASX 200 pushed 38 points higher to 7860 (+0.5%) for a third day of gains. Up 2.1% this week. Today resources took up the running, the Three Amigos of Iron ore kicked higher, BHP up 1.1%, and FMG rallying 1.3%. Gold miners were also in demand on bullion highs, NEM up 2.9% and EVN up 1.8%. Base metals slightly higher 29M up 6.0% with lithium stocks mixed, PLS down 2.9% and MIN down 1.0%. Oil and gas slightly better with WDS up 0.4% and STO rallying 0.4%. Banks pushed a little higher at the close, solidifying recent gains, the Big Bank Basket better at $216.93 (+0.5%). MQG a little better, and Insurers are once again in demand, QBE hitting highs up 0.9%. Industrials generally firm but unexciting. WES managing a kick along up 1.3%, and WOW and COL better. Tech mixed with the All-Tech Index up 0.5%. Healthcare mixed, CSL down 0.2% and RMD up 0.5%. In corporate news, GQG rallied 2.3% on very positive FUM news, 360 fell 6.1% in its US IPO listing, PWR appointed a new CEO. In economic news, we had some household spending data, and the Reserve Bank of India (RBI) kept rates unchanged. Asian markets were weaker, with Japan down 0.1%, HK down 0.7%, and China off 0.3%, with the European market expected to open slightly lower. 10-year yields at 4.23%, and the Aussie dollar edged higher, up 0.1% to 66.72c. Dow and NASDAQ Futures both up 0.2%.Why not sign up for a free trial? Get access to expert market insights and manage your investments with confidence. Ready to invest in yourself? Join the Marcus Today community. 

To quote Pearl Zhu, “Systems Thinkers shape a worldview based on the realization of interconnectedness” With that in mind, welcome to this insightful Investing Matters interview with the hugely successful former Investment Banker, now Head of Primary Markets – Americas for the London Stock Exchange Group, Chris Mayo CFA. As the Head of Primary Markets - Americas at London Stock Exchange Group, Chris provides guidance to companies and their shareholders on their bespoke financing requirements and strategy. He helps companies from the Americas across all sectors access high quality institutional capital in London's public markets. Chris has close to 30 years of corporate finance experience in New York and London as an Investment Banker for Barclays, Salomon Smith Barney, Citigroup and Schroders and has completed numerous M&A and equity transactions. Before taking up primary markets responsibilities for the Americas, Chris spent two years as the LSE's specialist in London on the technology and life science sectors with a focus on building LSE's relationships with venture capital investors. Immediately prior to joining LSE, Chris spent 3 years as an investor and Head of Strategy for an early-stage cloud networking technology managed services company, which exited to a UK technology company. Salford, UK born Chris is a huge Manchester United fan with historic connections to the football club. He holds a First Class Honours Degree in International Business and German from Aston University, a Masters in International Affairs from Columbia University and is a CFA Charterholder. In this Investing Matters interview, Chris gives a brief overview of his roles and responsibilities at London Stock Exchange Group, the value-added global financial access available via London, his unique transatlantic perspective on markets / listings / equity culture, his personal investing strategy and much more. Topics and discussions also include: -Junior Analyst to Investment Banker dealmaker -Working on the minority Liverpool FC stake sale to Granada TV - Experiences of the Dot com Boom & Bust, 911, Financial crisis, working on interesting deals -Being a “staffer” -Regulatory changes/ Audit / Accounting / Sarbanes-Oxley controls -Initial Public Offerings (IPOs) -Career journey & roles with London Stock Exchange Group -LSEG's Lifesciences & Tech initiatives -The vital role that the London Stock Exchange Group plays in the Private and Public markets -The positives & advantages of listing in the UK -Venture Capital / Private Equity -Capital raising for small and large companies -Investing reforms needed -Listings including, Diversified Energy / MaxCyte / Microsalt / Helix Exploration / Boku -Equity culture difference between US & UK investors -British ISA -Investing diversification -Stamp Duty -Pensions / Pensions allocations -Visibility & Awareness -Performance of US IPO market -Personal investing strategy / having the courage of your investing convictions -Investing in ETFS & actively managed funds -London Stock Exchange Group is a tech company -Shein & Raspberry Pi future UK listings -Global access to financial markets via London -Valuation differentials -Investing & much more   We hope you enjoy this podcast, and we look forward to hearing your feedback. Please subscribe to this podcast on your platform of choice and follow the @InvMattPodcast on Twitter.

David Livingstone, chief client officer at Citi, discusses the state of the US IPO market and competition from European markets with Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie HordernSee omnystudio.com/listener for privacy information.

Market Focus Daily: Tuesday, May 14, 2024 (Ep 60) Asian markets mixed ahead of US inflation data; Hong Kong tech stocks rally on earnings optimism; Uber to acquire foodpanda in Taiwan for US$950 million; Haidilao operator Super Hi International targets US$1.38 billion in US IPO. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day's market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Recording engineer: Joann Chai Pei Chieh Produced and edited by: Lee Kim Siang & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Google Podcasts: bt.sg/mfgo Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Singapore stocks began trading in muted tones this morning, mirroring the cautious sentiment on global markets where investors await key inflation data. In early trade, the Straits Times Index (STI) rose 0.01 per cent to 3,303.85 points, after 52.5 million securities changed hands in the broader market. In terms of companies to watch for today, we have Thai Beverage, after the beverage manufacturer yesterday reported a 4.9 per cent drop in net profit to seven billion baht (S$257 million) for its second quarter ended 31 March 2024.  Elsewhere from Haidilao's restaurant operator Super Hi's billion dollar valuation target for its US IPO to a deep dive into comments by US Federal Reserve officials and April's US CPI expectations, more international headlines remain in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian unpacked the developments with Toby Gresham, Investment Counselor Team Lead, Citi Private Bank.See omnystudio.com/listener for privacy information.

Q1 of 2024 has seen a significant increase in financial transactions.Total M&A volumes are up 30%, US IPO's are tracking 18% above this time last year and private equity firms are sitting on over $1 trillion of dry powder.In this episode, Stephen Barnett delves into the core principles underpinning this uptick in activity.We'll explore what lies on the horizon for the coming quarters and gain invaluable insights into the practical nuances of roles within these domains.Whether you're intrigued by the driving forces behind M&A deal flow or seeking clarity on the distinctions between Equity Capital Markets (ECM) and Debt Capital Markets (DCM), this episode is tailor-made for you and the perfect tool to assist your applications and preparation ahead of any internship! Hosted on Acast. See acast.com/privacy for more information.

Criteo, a French adtech company, listed on Nasdaq in 2013. Edouard Lassalle joined in 2012 to prepare the company for the IPO, and later served as head of Investor Relations for the company until 2022.  One of the topics that comes up at an early stage during IPO preparation is the choice of listing location. In earlier episodes, we have heard from tech executives at Wise, DeliveryHero, OVHCloud and Exclusive Networks why they decided to list in Europe. Today, we look back at the 2013 US IPO of Criteo. Criteo was founded in 2005 and backed by leading VC investors such as Elaia, Index Ventures and Bessemer, with a global customer base. In 2013, the company was listed on Nasdaq, raising $280mn to fund its growth. Edouard Lassalle joined the company in 2012 to prepare the company for the IPO, and later served as head of Investor Relations for the company until 2022. Edouard shares with us his list of pros and cons of a US vs European listing for a European tech company, as well as considerations around the different characteristics of US and European markets, and the impact is has on the company. If you have feedback, or there are any topics you would like us to cover on the show, please reach out at contact@ipostories.com Disclaimer: this discussion is not financial advice, nor an investment recommendation, nor a solicitation to buy or sell any financial instruments, or an offer for financial services or any other transaction. The information contained in the recording have no contractual value and are destined for an informational purpose only. Amundsen Investment Management and the participants on this podcast may have holdings in the companies being discussed.

In this discussion, Fandy Cendrajaya, Founding Partner of Kopital Ventures, and Jeremy Au talked about three main themes: 1. Indonesia Bear vs. Bull Market: Fandy talked about Indonesia's evolving market sentiment from the bullish 2020-2021 to the more cautious investor sentiment in from 2022 to 2024. He shared the importance of being realistic in comparing Indonesia vs. benchmark startups in larger markets like India, China, and the US. He also explained the nuances of the local tech ecosystem across commodity-based growth, consumer-driven trends, and localization requirements. 2. Founding Kopital Ventures: Fandy described building Kopital Ventures with his cofounder who shared the same vision and complementary skill sets. He explained their LP fundraising approach by emphasizing their seed-only investments without follow-on funding, allowing them to collaborate with other VCs. 3. Tough Startup Exits & Strategy: Fandy emphasized the scarcity of significant exit opportunities for startups in Southeast Asia, which affects how VCs should both invest and counsel their portfolio companies. He talked about the IPO and stock performance of startups GoTo, Grab, and Bukalapak on the Indonesia Stock Exchange (IDX), and how this local listing approach contrasts with the US IPO strategy. He underscored why founders should therefore be more thoughtful and agile in their exit strategies, thus setting benchmarks for valuations and investor expectations better. Jeremy and Fandy also discussed the importance of looking at company valuation comparables, the nuances of angel investing, and the significance of empathy in working with founders. Watch, listen or read the full insight at https://www.bravesea.com/blog/fandy-cendrajaya Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Learn more about Hive Health here: https://www.ourhivehealth.com

Peter Jackson, CEO of Flutter discusses the burgeoning business of sports betting and their plans for an IPO next year. Mark Dixon, CEO and Founder of IWG talks about the growth of the hybrid work model. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Technology Managing Editor Mark Milian discuss Anduril's tiny, reusable fighter jet. And we Drive to the Close with Jimmy Lee, CEO at Wealth Consulting Group.  See omnystudio.com/listener for privacy information.

00:08 | Shein files for US IPO- $32b 2023 revenue run rate, +41% from 2022 … following a 45% year over year increase 2022 vs 2021- $66b as of May 2023 Series G; Sequoia Capital, General Atlantic, Mubadala invested- Goldman Sachs, JPMorgan, Morgan Stanley are lead underwriters for IPO01:41 | Neuralink raises $323m- Neuralink offers brain-computer interface solutions to help people paralysis, neurodegenerative diseases, or simple connect their brain to the internet- $43m additional capital raised last week to finalize a $323m Series D- $3.5b valuation for this Series D, 66% increase from prior round03:05 | Canva to IPO in 2025- Canva provides graphic design tools, infused with AI, to make the layperson a graphic design/marketing savant- $2.0b in annualized revenue, 50% yearly growth rate, positive cash flow- Tender sale happening now, tbd on valuation- $25b secondary market valution04:21 | CEO Zhao out at Binance- US Treasury Dept fines Binance after violations of Bank Secrecy Act (i.e. bad AML controls); $4.3b for firm, $50m for CEO- Changpeng Zhao, Binance CEO, is out and Richard Teng, Binance head of regional markets, is new CEO05:19 | Anthropic up +42.5% this week- Anthropic is an OpenAI ChatGPT competitor- +42% in the secondary market last week as a result of the OpenAI board/CEO snafu- $40b secondary market valuation, +61% from Oct 2023 round at $25b just 1 month ago05:50 | Big capital raises- Envision AESC (aesc-group.com) | $1.5b Series C, $10.0b valuation- Neuralink (neuralink.com) | $323m Series D, $3.5b valuation- AI21 Labs (ai21.com) | $208m Series C, $1.4b valuation- BioCatch (biocatch.com) | $70m Series D, $1.1b valuation- Rokid Technology (global.rokid.com) | $112m Series I, $1.0b valuation07:24 | Pre-IPO +1.14% for week* NOTE: Neuralink's Nov 22, 2023 primary round valuation at $3.52b now included in the analysis below- Week winners: Anthropic +42.49%, Neuralink +5.65%, Klarna +3.17%, Databricks +1.64%, SpaceX +1.42%- Week losers: Ramp -7.17%, Rippling -5.57%, Notion -3.20%, Revolut -2.84%, Chainalysis -1.46%- Top valuations: ByteDance $201b, SpaceX $157b, OpenAI $77b, Stripe $48b, Databricks $46b lead in current valuationInvest in pre-IPO stocks with AG Dillon Funds - www.agdillon.com

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday (2:30), Fashion Retailer Shein Files Confidentially for US IPO (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00).  Later, Dan sits down with video journalist Cleo Abram and Packy McCormick, founder of Not Boring, for a conversation about being creators (18:00). Topics include: How Cleo conceptualizes “Huge If True” (20:00) Packy writing in long-form (22:15) Taking feedback (28:45) Monetization (35:20) Subscription models (40:00) Bitcoin/Crypto (45:00) The Mag7 stocks (48:00) --- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss e-commerce stocks surging after Black Friday/Cyber Monday (2:30), Fashion Retailer Shein Files Confidentially for US IPO (5:00), the Temu & Shein effect on US retailers (10:00), the IPO market opening back up (14:00).  Later, Dan sits down with video journalist Cleo Abram and Packy McCormick, founder of Not Boring, for a conversation about being creators (18:00). Topics include: How Cleo conceptualizes “Huge If True” (20:00) Packy writing in long-form (22:15) Taking feedback (28:45) Monetization (35:20) Subscription models (40:00) Bitcoin/Crypto (45:00) The Mag7 stocks (48:00) -- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Episode 201: Neal and Toby explain the reports that officials from the UAE are looking to cut oil deals at the COP28 Climate Summit. Plus, Young Thug's racketeering case and Shein files for a US IPO. Toby shares how you can find love on Duolingo or Strava, and why Amazon is becoming the biggest package delivery service in America. And finally, what is the word of the year. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow Disclosure: This is a paid advertisement for Autonomix's Regulation A+ Offering. Please read the offering circular at invest.autonomix.com Visit the at Leukemia and Lymphoma Society at https://lls.org/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg's Caroline Hyde and Ed Ludlow break down the outlook for the US IPO market as retailer Shein files for a US listing while Reddit tests the water for a 2024 public offering. Plus, Amazon reports a new record for Black Friday and Cyber Monday sales, and Tesla's Cybertruck is a nightmare for the company ahead of its delivery event this week. See omnystudio.com/listener for privacy information.

In the latest edition of Omni Talk's Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Firework, Avalara, TGW, and Sezzle Chris Walton and Anne Mezzenga discuss: SHEIN's $90 Billion US IPO For the full episode head here: https://youtu.be/8KTPdFct7bY

OpenAI wants to open an App Store where everyone can build their own GPTs. There's also a new GPT-4 that has gotten significantly cheaper. Did Cruise know its cars were underperforming even before the DMV shut them down? WeWork is officially dead, but are we seeing green shoots… evidence that the tech recession might be ending?Links:OpenAI Launches GPT-4 Turbo (TechCrunch)OpenAI is letting anyone create their own version of ChatGPT (The Verge)CRUISE KNEW ITS SELF-DRIVING CARS HAD PROBLEMS RECOGNIZING CHILDREN — AND KEPT THEM ON THE STREETS (The Intercept)WeWork, once valued at $47 billion, files for bankruptcy (CNBC)Shein Targets Up to $90 Billion Valuation in US IPO, Sources Say (Bloomberg)Klarna's financial glow-up is my favorite story in tech right now (TechCrunch)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Singapore stocks opened stronger today following overnight gains in global markets, ahead of the release of US key consumer inflation data. In early trade, the Straits Times Index (STI) rose 0.5 per cent to 3,207.51 points after 44.2 million securities changed hands in the broader market.  In terms of companies to watch, we have Centurion, after the dormitory operator said yesterday that it will retrofit its five purpose-built dorms so that they meet the requirements under the Ministry of Manpower's Dormitory Transition Scheme.  Elsewhere, from shoemaker Birkenstock's trading debut on the New York Stock Exchange to OpenAI's major update to lower costs for developers, more corporate headlines are in focus. On Market View, The Evening Runway's finance presenter Chua Tian Tian dived into the details with Terence Wong, CEO, Azure Capital.See omnystudio.com/listener for privacy information.

Listen in podcast app and follow below for the podcast topic arc.* Thanksgiving Geopolitical Thoughts* Importance of diversification during war* Market update* Ozempic and Wegovvy are changing the world* Recommendations and LinksListen on Apple, Spotify, or Google Podcasts.Market Update

 Dan Ives, Senior Equity Analyst at WedBush Securities, joins to talk the iPhone ban in China, Apple's upcoming annual fall meeting, and other tech stories. Will Rhind, CEO at GraniteShares, joins to talk about single stock ETFs and other investments. Bloomberg Intelligence Analysts Jennifer Rie and Jen Bartashus talk about Kroger and Albertsons. Callie Cox, US Investment Analyst for eToro, discusses markets, investing news, and outlook for the economy. Catherine Lim, Senior Analyst: Consumer & Technology with Bloomberg Intelligence, discusses Amer Sports, the maker of Wilson tennis rackets and Salomon ski boots, plans for filing a US IPO. Michael Dean, Senior Euro Autos Analyst with Bloomberg Intelligence, joins to discuss the Aston Martin DBX. JJ Kinahan, CEO at IG North America, joins to talk trading strategies, markets, retail and options trading, and crypto. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Tonight, Drama, Dee, and Anand discuss a diverse array of intriguing topics. They delve into the complexities of $NVDA, exploring its significance beyond a closed loop. Samantha LaDuc's insights on X shed light on this matter. Shifting gears, they examine Instacart's bold move with a US IPO, dissecting Techmeme's analysis on X. Addressing security concerns, they dissect a retailer's warning about in-store crime via TheStreet. The trio also contemplates TikTok trends dominating back-to-college shopping and a mystery company's ambitious $800M land purchase for a new California city, as reported by Business Insider. They venture into the Silicon Valley elite's city-building aspirations. Lastly, they uncover the opulence of America's priciest ZIP code and provide surprising exercise recommendations from an expert. Tune in for a thought-provoking discussion!  - Written by ChatGPT Timeline of What Was Discussed: Does Drama believe he can actually beat Jake Paul? (0:00)  It REALLY does matter geographically where you grow up, where you go to college, and where you end up working. (5:00)  Series B energy. (28:04)  Everything's fake. (33:35)  Instacart's BIG win. (40:57)  “I think I should go steal today.” (45:11)  TikTok Rush Week. (55:40)  Vivek knows how to play the crowd. (1:02:45)  Silicon Valley's elite's city-building aspirations. (1:06:09)  The most expensive zip code in America. (1:16:37)  How much exercise should you be doing a day? (1:22:44)  Group Chat Shout Outs. (1:28:55)  Related Links/Products Mentioned  Watch Untold: Swamp Kings | Netflix Official Site  The TOMMY Group  $NVDA is more than a closed loop. - Samantha LaDuc on X  All-In Podcast - E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more  Instacart files for a US IPO - Techmeme on X  Another massive retailer is sounding the alarm about this scary in-store crime — TheStreet  Watch Painkiller | Netflix Official Site  Why TikTok trends may take over the back-to-college shopping season  Vivek Ramaswamy's Big Night in the Milwaukee Debate - The Atlantic  Mystery company bought thousands of acres of land for $800M to build new California city — Business Insider  The Silicon Valley Elite Who Want to Build a City From Scratch  Inside the Most Expensive ZIP Code in America  Here's how much exercise you should be doing each day, says expert: It's 'less than you might think'  Connect with Group Chat! Watch The Pod #1 Newsletter In The World For The Gram Tweet With Us Exclusive Facebook Content We're @groupchatpod on Snapchat

The share price of Coles' had its biggest single-day loss since March 2020 after its full year profit dropped faster than a carton of eggs in a crowded supermarket. Collins Foods, owner of 40% of Australia's KFC outlets, has had a winning year, but the big question is, will they keep their momentum with cost of living pressures rising? Arm, the chip designer in 99% of smartphones, is planning to IPO in the US and this could become one of Softbank's major winners. — Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatwork Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance —- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

The listing of ARM with 28 bankers involved is going to be the biggest US IPO of the year. But is this UK semiconductor more hype than substance? Jack Kouzi, Director for Strategy from VFS tells us.Image Credit: Shutterstock

www.agdillon.com to invest in pre-IPO stocks like SpaceX and OpenAI00:29 | Stripe returns to profitability- Stripe aims to increase its workforce by up to 12% by 2024, a move to return to profitability- $100 million in adjusted 2023 ebitda, -$75 million in 202201:26 | Twitter's new brand/direction- Twitter rebrands to X- X aims to be the China's WeChat for the US market; social, messaging, payments, app store- X has reduced advertising prices03:35 | Shein's record profit- Shein reported record profits in the first half of 2023, with accelerated sales volume growth and improved profits compared to the latter half of 2022- Expanded marketplace strategy incorporates third-party vendors, increasing revenue and attracting new customers- Rumors of a US IPO by the end of 202404:24 | AI starts fast food take over- Fast-food chains including White Castle, Carl's Jr., Hardee's, Del Taco, and Checkers are increasingly using AI chatbots to take drive-through order- Presto is one company that makes this tech- AI is being praised for its efficiency and ability to upsell vs humans05:28 | Big capital raises- Musinsa | $154m Series C, $2.3b valuation- Sky Mavis | $11m Series B, $1.9b valuation- Thunes | $72m Series C, $802m valuation- Hightouch | $38m Series C, $615m valuation- Manta Network | $25m Series A, $500m valuation06:43 | Pre-IPO +3.67% for week- Week to gainer: Brex +71%, Flexport +23%, Klaviyo +21%, OpenAI +11%- Week to losers: Deel -5.5%, ConsenSys -5.3%, Revolut -4.4%, Neuralink -4.1%, Chainalysis -3.9%- Top 5 current valuation: ByteDance/TikTok $207b, SpaceX $156b, Stripe $47b, OpenAI $36b, and Databricks $32b lead in current valuation

This Week in Startups is presented by: Squarespace. Turn your idea into a new website! Go to Squarespace.com/TWIST for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain. LinkedIn Marketing. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to linkedin.com/thisweekinstartups Fin can't burn its mouth on hot pizza. Or wave at someone who wasn't waving at them. Fin can resolve half of your customer support tickets instantly before they reach your team. Meet Fin. A breakthrough AI bot by Intercom – ready to join your support team today. Visit https://intercom.com/fin * Today's show: Nick joins Jason, who breaks down a report that Shein has confidentially registered for a US IPO (1:24). This leads to a discussion about Shein's alleged unethical labor practices and voting with your dollar (11:22), Shein's influencer stunt that backfired, DWAC's insider trading debacle (47:25), and self-driving vehicle footage being used as evidence in criminal cases (33:27). * Time stamps: (0:00) Nick joins Jason for a full news show (1:24) Shein confidentially registers for a US IPO (9:54) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST (11:22) Shein's alleged labor practices and voting with your dollar (31:58) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (33:27) Shein's TikTok "factory washing" campaign (40:37) Fin - Try Fin, Intercom's new AI customer support chatbot, at https://intercom.com/fin (41:21) Jason's advice for Dani Carbonari (47:25) Trump's return to Twitter + Trump SPAC insider trading debacle (57:03) Police forces using autonomous vehicle footage to prosecute suspects * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four Apply for Funding: https://www.launch.co/apply Buy ANGEL: https://www.angelthebook.com Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast

hein invited several fashion influencers to its facilities in China and, surprising no one but Shein and the influencers who took the trip, the internet isn't thrilled with the viral factory tours. Shein doesn't appear to think this latest press is bad, though, as they filed confidentially for a US IPO this week. This week Darrell is talking with Amanda Silberling about why Shein is on the "sheouts."Articles from the episode:How Shein's influencer trip to a Chinese factory backfiredNetflix quietly axes its basic plan in CanadaUnicorn social app IRL to shut down after admitting 95% of its users were fakeDeepMind claims its next chatbot will rival ChatGPTLetMeSpy, a phone tracking app spying on thousands, says it was hackedThe TechCrunch Podcast posts every Friday. Subscribe on Apple, Spotify or wherever you listen to podcasts to be alerted when new episodes drop. Check out the other TechCrunch podcasts: Equity, Found and Chain Reaction.

EPISODE #9 - This Week in Pre-IPO Stocks Podcast - Mar 9, 2023 | Fusco, Sorenson, Nero, DillonDon Nitti was unable to join us this week.02:14 | Shein raising at $60b valuation, US IPO in late 2023- Shein is an online clothing company- moved headquarters from China to Singapore, now developed market company- 74.7 million active shoppers, 13.7 million are based in the US ... only sells its clothing outside China- $22.7b in 2022 revenue- Shein last raised $1.0b in Oct 2022 at a $100b valuation- investors include Sequoia China, Tiger, General Atlantic, Brookfield Growth- rumored to go public in US in late 202312:04 | SVB restructures balance sheet with capital raise- SVB stock down 60% on day of restructure announcement- repositioning balance sheet, raised capital- 9% of loan portfolio are growth ($5m+ in rev) and early stage ($0-5m in rev) ... 24% of loan portfolio "more sensitive to market correction"- implications for VC backed companies with venture debt and timing to tap equity markets24:09 | Epic Games powered LEGO metaverse coming soon- KIRKBI, holding company of The LEGO Group, invested $1.0b into Epic Games in Apr 2022 at a $31.5b valuation- assume this will be a Minecraft-like game but with LegosSubscribe to the podcast...Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dhqnQexSu7LAApple Podcasts = https://podcasts.apple.com/us/podcast/this-week-in-pre-ipo-stocks/id1653598601Spotify Podcasts = https://open.spotify.com/show/2ryF1V6y712AsizaRjImOHParticipant bios...- Nick Fusco, ApeVue - CEO = www.linkedin.com/in/nickfusco- Clint Sorenson, WealthShield - CIO = www.linkedin.com/in/csorensoncfacmt- Chris Nero, BridgePort FT - CEO = www.linkedin.com/in/christopher-nero-21119759- Aaron Dillon, AG Dillon & Co - Managing Director = www.linkedin.com/in/aarondillonnyc

Listen to a recap of the top stories of the day from Electrek. Quick Charge is available now on Apple Podcasts, Spotify, TuneIn and our RSS feed for Overcast and other podcast players. New episodes of Quick Charge are recorded Monday through Thursday and again on Saturday. Subscribe to our podcast in Apple Podcast or your favorite podcast player to guarantee new episodes are delivered as soon as they're available. Stories we discuss in this episode (with links): Tesla ordered to upgrade self-driving computer for free due to ‘false advertising' Tesla is becoming a partisan brand, says survey Tesla to create ‘statewide market design pilot' virtual power plant in Texas GM's new EV sedan concept could be a potential electric Chevy Malibu replacement Rivian (RIVN) scraps plans to build electric vans with Mercedes Benz for now Kia EV6 GT now qualifies for free charging from Electric America Geely brand ZEEKR quietly files for US IPO seeking valuation over $10 billion Toyota seeks suppliers to support new strategy to better compete with EV leaders https://youtu.be/wvp8Qu8eQZg Subscribe to the Electrek Daily Channel on Youtube so you never miss a day of news Follow Mikey: Twitter @Mikey_Electric Listen & Subscribe: Apple Podcasts Spotify TuneIn Share your thoughts! Drop us a line at tips@electrek.co. You can also rate us in Apple Podcasts or recommend us in Overcast to help more people discover the show!

EV Headlines:GM CEO Mary Barra plans to tell investors that their  fledgling EV business will sell 1M EVs and be profitable by 2025 at the company's investor day this Thursday according to BloombergMargins will be lower than ICE vehicles as volume efficiencies buildMorningstar Inc. analyst David Whiston said, ““GM won't sell at the prices of Teslas, so maybe they won't match the profits, but they should be able to show good margins. If Tesla can do it, there's no reason GM, Ford and others can't do it. They're just behind on product lineup and manufacturing.”Vietnamese EV maker, VinFast may be planning an US IPO as soon as January according to sources familiar with the matter. Discreetly applied for an IPO in April of this yearBacked by Vietnam's richest man, the company has already secured $1.2B in incentives for its EV factory in North Carolina, and intends to start production in 2024In July that it had signed agreements with banks to raise at least $4 billion to for it's US expansion and has about 73,000 global reservations for its EVsAmazon is taking some heat for selling mod kits for eclectic bikes and scooters that unlock increased speed.The process known as ‘chipping' trick the device into thinking the vehicle is only going 15 mph while it could be going more than twice thatThis is a bigger problem in europe where police aren't savvy enough to recognize the nuanced differences yetShopping is a getting a lot more personal as retailers begin to use facial recognition to reorganize layouts and inform marketingThis shift would allow retailers to move from passive reaction to shopping behavior based on sales to a more active approach to in store behaviorsBehaviors such as response to product packaging, time spent in sections, and how customers move around stores are able to be watchedThere are still privacy concerns due to the amount of personal data collection required without consent to understand this type of shopping behavior.Sometime today, the world's population is expected to reach 8 billion people according to projections from the United Nations with 8.5B expected by 2030 due to Life expectancy is also up 9 years from 1990 to 2019 when it reached 72.8 yrs but dropped to 71 in 2022The fertility rate is down to 2.3 births per woman from 5 in the 1950s. 2.1 is the level needed to sustain populationOver the next decades, the UN forecasts that the main driver of population growth in wealthy countries is immigrationGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email Share your positive dealer stories: https://www.asotu.com/positivity ASOTU Instagram: https://www.instagram.com/automotivestateoftheunion

Westpac has committed to spending millions and millions on rugby league in order to attract banking customers and sell more loans.   Self-driving car tech company Mobileye had it long-awaited IPO last week, and day 1 saw its shares soar 38% in the year's strongest US IPO.   Apple has hiked the prices of its music and TV+ services for the first time since they launched - and it comes at a very peculiar time.   ---   Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatwork Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance   ---   The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Paris Marx is joined by JS Tan to discuss how Chinese tech workers fought against “996” work practices and whether the its phaseout is being driven by that movement or by the changing needs of the government and tech companies.JS Tan is a graduate student at MIT, a former tech worker, and a member of Collective Action in Tech, a project to advance the tech worker movement. Follow JS on Twitter at @organizejs.Tech Won't Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Follow the podcast (@techwontsaveus) and host Paris Marx (@parismarx) on Twitter, support the show on Patreon, and sign up for the weekly newsletter.The podcast is produced by Eric Wickham and part of the Harbinger Media Network.Also mentioned in this episode:JS wrote about why China's 996 work schedules are changing and the factors driving it.Rest of World also had recent reporting on changes to 996 practices.Collective Action in Tech has an embedded organizer program that is open for applications.The Verge wrote about Justin Sun, a controversial figure in crypto.In 2020, Ant Group's US IPO was canceled.China has launched a number of policies to crack down on its tech industry in recent years.Support the show

Luke Rockhold lashed out at the UFC pay structure and the lack of healthcare. But will Rockhold's comments change anything or will his words fall on deaf ears? Patrick Auger talks about Luke and Dana White's recent comments on fighter pay while also looking into the recent Q2 Endeavor Earnings Call, UFC Fight Pass Brazil and ONE eyeing a US IPO.Timestamps:(00:00) Intro(01:14) Luke Rockhold comments on UFC fighter pay and treatment(17:05) Barriers to entry for businesses in MMA(36:35) Q2 Endeavor Earnings Call(46:31) UFC Fight Pass Brazil to broadcast all LIVE UFC events(56:20) ONE Eyeing US IPO, moves HQ to Cayman Islands(01:08:41) Outro

US lawmakers are set to pass a $700bn spending bill, activity on European corporate bond markets has slowed to a near standstill and US initial public offerings have ground to a halt. Plus, Ben & Jerry's is in a legal battle with parent company Unilever over sales in the disputed West Bank and East Jerusalem. Mentioned in this podcast:Corporate lawyers take it easy as US IPO market dries upUnilever stops paying Ben & Jerry's board members in Israel disputeThe FT News Briefing is produced by Fiona Symon, Sonja Hutson and Marc Filippino. The show's editor is Jess Smith. Additional help by Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music. Read a transcript of this episode on FT.com Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

0:00 Intro.1:37 Start of interview.3:03 Francine's "origin story". She grew up in Chicago and graduated from Purdue in accounting but "she hated it." She began in internal audit at Chicago's Continental Illinois National Bank and Trust. She later worked with KPMG/BearingPoint in the early 1990s. She also worked at JP Morgan where she focused on Y2K risk. Post Sarbanes Oxley she worked at PricewaterhouseCoopers LLP until 2006. She then pivoted as an investigative reporter and feature writer. At MarketWatch, and for The Wall Street Journal and Barron's, McKenna reported on public company accounting, fraud and financial investigations, and the potentially dubious financial reporting practices of pre-IPO companies. She also started teaching at different universities. She has now joined full-time as a Lecturer at University of Pennsylvania Wharton Business School.17:53 On Ernst & Young's $100 million penalty by the SEC for employees cheating on CPA ethics exams and misleading investigation. To put this case into context, it's important to understand KPMG's case from 2019 ($50 million penalty by the SEC). Note this teaching case study on the KPMG/PCAOB scandal.24:50 Criminal convictions in KPMG case.26:01 EY's role in misleading the investigation of the SEC.31:38 On KPMG receiving its largest UK fine (£14.4M) for providing false information about its audits of Carillion and Regenersis. On why the "Big 4 Audit Firms" are "Too Big to Fail."33:16 What's really going on with the Big 4  audit firms? Audit services vs consulting services. "When there is tension between professionalism and commercialism, [the latter] will always win out." "You cannot restrain the heartless except via enforcement."37:50 On lessons for directors in frauds of private companies. "I use Theranos as a warning case for students in accounting: it's the canary in the coalmine in case the audit profession doesn't evolve." There were three audit firms involved in the Theranos case: EY at the beginning but then walked away, then KPMG until they had a dispute about stock option valuations (staying only to do consulting), and PwC did forensic work winding down the company. None of them audited the firm, they only provided services. "They [the audit firms] made more money, with less liability, by providing other services [actively choosing not to provide auditing services.]" "Private companies avoiding going public [the deeper scrutiny] is the shape of things to come." How the JOBS Act stripped away some of the scrutiny over emerging growth companies [EGCs]. Some, like SEC Commissioner Hester Peirce, are in favor of this lighter regulatory approach.47:22 On whether unicorns require a stricter regulatory framework. "We are seeing this [laissez-faire] attitude to the max in the crypto industry."50:00 On whether Sarbanes Oxley had a negative effect on the US IPO market. "We should not have marginal/shady companies in the public markets." On the negative effect of relaxing the rules in the JOBS Act. "We should be talking about the quality of companies, not the quantity of listings."55:26 On the difference between valuations (in private companies) and marketcap (in public companies). "I'm a big believer in the power of short sellers and activist investors to highlight [price inefficiencies and fraud] because they put their money where their mouth is." "The SEC has been very disappointing in both Republican and Democratic administrations in terms of actually calling accounting fraud by its name." On the role of whistleblowers.01:04:02 On the rise (and increasing political polarization) of ESG. "I'm cynical towards it, firms are looking to get a piece of clients' wallets." "The trend first emerged in Europe with firms providing side audits like carbon emissions." "My head is tainted with the idea that it's all a big marketing ploy." The audit mandate in the proposed SEC's climate change disclosure rules. On the proxy proposals (like Exxon's) and greenwashing.01:10:28 - Three books that have greatly influenced her life: Siddartha, by Hermann Hesse (1922)The Road Less Traveled, by M. Scott Peck (1978)The Origins of Totalitarianism, by Hannah Arendt (1951)01:13:18 - Who were your mentors, and what did you learn from them? From her time at Continental Illinois:Peggy Jackson TurnerJudy Port01:15:03 - Are there any quotes you think of often or live your life by? "Der Mensch Tracht, un Gott Lacht (Man Plans, and God Laughs)" (Yiddish)"Morallity cannot be legislated, but behavior can be regulated. Judicial decrees may not change the heart, but they can restrain the heartless." Martin Luther King Jr.01:16:12 -  An unusual habit or an absurd thing that he loves: collecting metal objects.01:17:47 -  The living person she most admires: Judge Jed S. Rakoff, Jordan Peele.Francine McKenna is a full-time Lecturer at University of Pennsylvania Wharton Business School. She teaches ACCT 611 and 613, Introduction to Financial Accounting for MBAs. She is also an independent writer and commentator and authors the newsletter The Dig, where she scrutinizes accounting, audit and corporate governance issues at public and pre-IPO companies.__You can follow Francine on social media at:Twitter: @retheauditorsLinkedIn: https://www.linkedin.com/in/francinemckenna/Substack: https://thedig.substack.com/__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: 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 this series, Pinn Lawjindakul, venture investor at Lightspeed Ventures Partners, explores the challenges and best practices of venture building in emerging markets through conversations with leading investors and founders across India, China, Southeast Asia. In this episode Pinn talks with Nick Nash, Managing Partner and Co-founder of Asia Partners. After starting his career with McKinsey, Nick moved to General Atlantic and was Group President of Sea, Greater Southeast Asia's leading internet company, where he led the internet company on a journey from a private company to the largest US IPO from Southeast Asia. Nick is a member of the global Kauffman Society for leadership in venture capital.

Freshworks disclosed on Monday that it is aiming for a valuation of up to $9 billion in its US initial public offering in which it is hoping to raise over $800 million. The California-based firm, which started its journey in India and rivals Salesforce, said it plans to sell 28.5 million shares at a price […]

US stocks rose Monday. Plus, Pfizer acquires Trillium Therapeutics for $2.26b, Target will add 160 Disney shops to its stores, and Swiss shoemaker On plans a US IPO.

What has the impact of the US approval of the Pfizer BioNTech rally on markets? Which companies are mandating vaccinations? What has been the market reaction to the resumption of ships berthing at the Chinese port of Ningbo? And is the NFT craze hitting up again?What does this mean for Ether the currency you buy NFT’s with? Michelle Martin and Ryan Huang go beyond the headlines and buzz in this edition of Market View. See omnystudio.com/listener for privacy information.

Julia Chatterley is live from New York. Here are the top business news stories today! Didi does it! China's ride hailing giant Didi raises $4.4 billion in US IPO. Tourism trounced -The UN warns Covid19 could cost tourism industry $4 trillion. Space splurge! Elon Musk admits his internet satellite biz Starlink will cost billions. It's Wednesday, let's make a move. To learn more about how CNN protects listener privacy, visit cnn.com/privacy

一週財經聚焦 一、美國聯準會在2021年的首次決策會議中，重申貨幣政策將持續按兵不動，但隨著美國10年期公債殖利率近來的升破1％，凸顯通貨膨脹正在增加。通膨、利率和縮減購債等議題，注定會是2021年的市場關注焦點。 國際媒體相關報導 ●彭博商業週刊Bloomberg：〈Rising Inflation Will Force the Fed's Hand〉(通貨膨脹率上升，將迫使聯準會採取行動) 聯準會創造了歷史上最大的金融泡沫，但油價的上漲，將必需從根本上重新思考貨幣政策。 ●倫敦金融時報：〈No, inflation isn't back ，At least not yet.〉(不，通貨膨脹沒有回來，起碼還沒有) ●CNBC：〈This metric suggests there's an economic boom ahead — and possibly inflation〉(該指標表明，未來會有經濟繁榮—但也可能夾帶通貨膨脹) 分析解讀 2020年即將離去，疫情尚未遠離，通貨膨脹陰影卻已隱隱成型。根據統計，各國的紓困達到了20兆美元的規模，如果物價飆升，政府肯定會面臨無止境紓困的壓力；如果通貨膨脹成真，工人和消費者會從薪資和家庭帳單上首先感到壓力，退休族的年金更會首當其衝。 倫敦經濟學院現年83歲的學者Charles Goodhart在去年八月出版的《人口大逆轉》(The Great Demographic Reversal)一書，書中認為40年前的通貨膨脹噩夢即將重現，這在西方世界捲起了千層雪，更讓疫情過後的2021年增添了更多的不確定。 各國政府對於經濟的復甦，是不是過度自滿了？理所當然的低通膨定調以及今天的經濟政策，會不會凸顯了政府未雨綢繆的工作根本沒有準備好？ 我認為，低通膨的假設確實已被大家認為理所當然。這正是各國中央銀行敢於將利率降至零，並購買大量政府債券的真正原因。它還說明為使經濟免受疫情的摧殘，政府為什麼敢進行如此大規模的支出和借貸狂潮，以及為什麼富裕國家的公共債務即使到了GDP的125％，還是沒有引起人們的警覺。 然而，越來越多的不同聲音指出，這個世界可能會從疫情反彈中，迎來一個通貨膨脹的新時代。他們的說法目前仍然很難說服大家，但他們的論點也不盡然空洞且毫無根據。全球債務庫存已經如此之大，央行的資產負債表還在不停膨脹，即使通貨膨脹還不至於迫在眉梢，政府也不該忽略這個風險，唯有立即採取行動，確保自己有足夠的抵禦能力，方為上策。 我記得在1975年，《泰晤士報》的記者Adam Fergusson曾經寫過一本書，名字就叫《When Money Dies當金錢死去》，內容詳述了惡性通貨膨脹的歷史。過去幾十年的低通膨伴隨的高增長確實讓我們忘懷了通貨膨脹的可怕，但如果要說2020年的疫情給了我們什麼教訓，那就是許多我們已不再擔心的問題，隨時會以突如其來的陌生方式迎面而來。我們當然可以對這些危言聳聽的通貨膨脹觀點嗤之以鼻，但僅憑現況去推斷未來，確實充滿風險。 那個讓我們長時間習以為常的低位世界隨時可能消失，大變化更是無時無刻不在發生，嚴肅面對生活中的理所當然一夕翻盤，很可能不是危言聳聽。 二、回顧2020年，新冠肺炎蔓延至全球，商業活動停滯，衝擊到所有產業鏈。為了振興經濟，各國政府競相採取寬鬆的貨幣政策，大量舉債提供紓困，造成政府、企業財務負擔沈重。若疫情獲得控制，疫苗接種成功，APEC(經濟合作暨發展組織)預測今年全球經濟有4.2%的正成長。真的這麼好嗎？我們又該如何展望2021年的全球金融市場？ 國際媒體相關報導 ●倫敦金融時報：〈Global tech, emerging markets and pandemic uncertainties: opportunities and risks in 2021. Investment bosses at some of the world's biggest asset managers look ahead〉(全球科技、新興市場和疫情的不確定：2021年的機遇與風險。一些全球最大的資產管理公司的投資老闆們開始放眼未來。) ●CNBC：〈A new global arms race in digital finance is heating up〉(一個新的全球數位金融軍備競賽正在升溫) 超過80％的中央銀行都在探索自己的加密貨幣。美國正在與包括中國和歐盟在內的其他世界大國競爭，目的是領導數位金融和去中心化區塊鏈技術。 ●華爾街日報：〈Covid-19 Complacency Poses Potential Risk to Global Financial Stability, IMF Warns〉(國際貨幣基金組織警告，Covid-19的自滿情緒，會給全球金融穩定帶來潛在風險) 投資者對經濟復甦與政府支持的期待，促升了資產價格，並引發了人們對風險過高的擔憂。 分析解讀 即將結束的2020年，是人類歷史上極為特別的一年，也是第二次世界大戰結束75年來，第一次出現的全球貧困人口上升、全球化逆轉、食品短缺、飢餓人口上升。 面對百年一遇的危機，各國政府進行了大量公醫療、財政、貨幣等的危機應對之策。金融市場在2020年也創造了很多歷史記錄。那麼，現在應該如何看待2021年的全球金融市場?我個人預測可能有以下幾個現象發生： 1.首次公開上市(IPO)將爆發式增長，推動全球股市先漲後跌 2021年最大的金融事件，將會是大量的IPO上市。疫情引發了聯準會的大規模量化寬鬆政策，導致市場流動性極為充分。實際上，2020年秋天開始，美國企業的上市數量就已經開始大規模增加。這有三個比較特別的原因： 第一，民主黨入主白宮後將開始加稅。包括對於資本利得稅、個人所得稅都有大幅上升。因此許多獨角獸企業都將在2021年和時間賽跑，盡快實現掛牌，避免稅收增加、收入減少。 第二個原因是政府支持。美股上市公司流通股數量由於各個上市公司的不斷大規模回購、併購，導致在過去十年流通股數量每年下降2%-5%。美國IPO的總數，在過去二十年下降了兩千多家。比較明顯的就是微軟(MSFT.US)、谷歌(GOOG.US)、蘋果(AAPL.US)、臉書(FB.US)等，每年回購幾千億美元的股票，併購數十家企業。 第三個原因，是大量獨角獸企業的期權將會很快到期，所以很多企業創辦人或是員工，都急著趕快IPO。但是，伴隨著這些獨角獸企業高估值上市，以及股份解除鎖定期後的大量股東套現，我推測，美股在2021年下半年進入疲軟的可能性很大。如果加上加稅的財政政策，2021年下半年美股大跌，全球進入熊市的機率也相對較高。 2.全球破產違約潮，導致債券投資人損失慘重 疫情爆發後，全球都推出了緊急救助措施，這導致了全球各國的槓桿率大幅增長。2020年可能是發達國家過去100年債務上升最快的一年，高於第二次世界大戰期間的借款速度。 但是，不管是大量僵屍企業的借款，還是很多國家的主權債務，2021年可能都面臨嚴重的違約風險。可以預計會有大量中小企業，在嚴重的負現金流情況下，選擇破產停業。很多新興市場國家的債務也面臨同樣的問題。 可以預期的是，如果大量違約發生，固定收益類產品投資人的損失將會極為嚴重。包括投資企業債券、銀行貸款組合、高收益債券、新興市場國家主權債券…..等商品的投資人都要特別小心，因為可能面臨一些本金大幅減少、債務重組、延期支付等問題。 3.通貨膨脹與通貨緊縮並存 我認為2021年可能會出現的是「一半是火焰，一半是海水」的物價變化，也就是消費品通貨膨脹率有限，甚至通貨緊縮，但是工農業原料價格出現通貨膨脹的跡象。加上全球的流動性釋放，2021年中期可能會有週期性惡性通貨膨脹的可能性。 4.金融科技企業全面壓制傳統金融機構 2020年雖然美股整體是牛市，納斯達克指數上漲速度創歷史新高，但是傳統金融機構將面臨數位化跟不上的尷尬壓力。大多數金融科技企業還在業務剛剛開始的初期，2020年的疫情爆發，對於金融科技的發展，起了推波助瀾的功效。 例如以前很多美國人習慣用支票、去銀行櫃台排隊辦理業務、直接去保險公司的購買保單。疫情導致很多人被迫把金融業務轉移到網路或APP上進行，實現移動支付等等。 我相信，2021年會有大量實質的金融、保險、投資、資產管理等業務，由傳統金融機構轉向金融科技企業。 5.各國競相推出數位貨幣 儘管從比特幣到乙太坊等數千種數位貨幣，在市場上已經很多，但數位貨幣目前還沒有被各國央行和金融監管部門完全認可。不過我認為，2021年將會是數位貨幣首度被各國政府正式認可和接納的年份，各種基於區塊鏈技術的加密貨幣支付方式，都有可能在2021年正式推出。 但是裡面的很多概念和運行機構，仍然需要時間來驗證。對於數位貨幣的安全性，也需要繼續投入資源和開發。包括托管機構、交易所、清算機構，各種投資數位貨幣的產品，都會在2021年有非常大的突破。 6.美元匯率可能小幅貶值 目前全球機構投資人對於美元匯率的貶值都有共識，但這個世界的通則是，一旦形成共識，就很難真正發生，這叫「利多出盡」，特別是對於擁有國際儲備貨幣地位的美元來看。 經過2020年的全球經濟衰退，各國都面臨千瘡百孔的經濟復甦需求。如果美元匯率出現大幅度貶值，歐元區、日本、全球新興國家經濟體，也會遇到匯率造成的雙重打擊。目前的各個中央銀行之間有頻繁的協商機制，2021年拜登的政策基調是全球合作，在這個前提下，其實很難看到美元出現大幅度貶值。 7.全球大型科技上市公司會被拆分，也就是反壟斷實現的可能性非常大 2020年美國大選期間最熱門的話題之一，就是科技公司的壟斷。雖然最近幾個月美國的五大科技公司股價有回調，但是谷歌、臉書、蘋果、微軟、亞馬遜(AMZN.US)，這些公司的市場地位還是不斷上升。 觀察美國的歷史，可以發現有一點：美國社會不喜歡壟斷企業。美國歷史上已經成功拆分了洛克菲勒的標準石油公司、美國電話電報公司(AT&T)等等。壟斷對於經濟的創新和發展，確實有負面影響。美國大選期間，很多科技公司的社交平台成為主要的媒體工具，也觸發民眾的強烈反感。 值得一提的是，反壟斷問題不只局限於美國，在其他國家，包括中國，都可能在2021年進行反壟斷行為，促進市場的公平競爭。 8.中美金融和經貿關係可能趨於緩和 拜登入主白宮後，為國際合作開起序章；也有中國金融市場加快開放的趨勢，2020年下半年以來，華爾街很多龍頭資產管理公司和投資銀行，開始進入中國。 目前的中國金融市場體量巨大，完全可以嘗試更大對外資金融機構的開放力度。包括 Vanguard資產管理公司把亞太區總部從香港搬到上海，計劃深耕中國市場，就是非常有代表性的事件。中國的資本市場改革，將是2021年的精彩篇章。 總而言之，我對於2021年的整體投資機會相對樂觀，特別是對於新科技、醫療、e-mobility等領域充滿信心。但疫情對於全球經濟的負面影響仍然不容低估，2021年應該是一個各國合作，實現經濟逐步轉型和復甦的年份，就像黑石集團創辦人Schwartzman說的，每一次經濟危機或者衰退，都是尋找最佳投資機會的時候。經過2020年的疫情衝擊，2021年經濟重啓並實現創新發展，將會給投資人帶來前所未有的好機會。 Powered by Firstory Hosting