4.2 • 1K Ratings
🗓️ 14 September 2023
⏱️ 32 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
0:00.0 | When you can't quite get the angle, take hands-free selfies with the Samsung Galaxy Z Flip 5, |
0:05.2 | stand it up, step back, and your photos are also synced to your Chromebook, ready to edit. |
0:10.8 | The new Samsung Galaxy Z Flip 5 and Chromebook, available on Vodafone. |
0:21.7 | Are the balls armed and ready? Hi everyone, welcome to the Real Vision Delhi briefing with me |
0:25.9 | today's Peter Bookbar CIO of Bleakly Financial Group. Hi Peter, how are you? |
0:30.7 | Hi Maggie, how you doing? Good afternoon. I'm doing okay and so are the markets today. We have |
0:35.4 | kind of green arrows all around, pretty good looking gains for US equities. It seems like a successful |
0:41.2 | IPO of British chip maker arm helped the mood early on. What did you, what do you make of the |
0:46.7 | market action and what did you make of the debut? So I don't know what to make of the market today. |
0:52.9 | It is an exploration tomorrow, so there could be some influences there. While stocks rallied, |
0:58.8 | bonds interestingly sold off, so the 10-year yield now took 429, so I think that that is a bigger |
1:06.4 | picture of important things for everyone to keep their eye on. I think the arm, |
1:12.3 | sort of the, the lack of supply of new issuance and being in the right space and industry and |
1:19.5 | all the AI hype definitely helped out and also the salesmanship of soft bank. I don't extrapolate |
1:28.7 | that to the rest of the market because in my 30 years of doing this, it is a higher stock crisis |
1:36.8 | lead to more IPOs as opposed to more IPOs leading to higher stock prices. So I don't say that, |
1:44.5 | oh, this means the window for IPOs is opening and everything is fine because once the market |
1:49.4 | sells off again, then the IPO window gets shut again. So it was definitely an opening, |
1:55.0 | markets have hung in in the face of the rising interest rates, so it certainly was an opportunity. |
2:00.6 | But the only IPOs we've seen and we will see are the select few, the more the bigger companies |
2:09.2 | but even like Instacord, that IPO at least right now and the price talk is evaluation that's |
2:15.6 | much lower than what it was previously as a private company. Yeah, well, and that's a |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.