IPO Rundown With Aaron Dillon, Why the Bull Market Isn’t Finished Going Up

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 5 September 2023

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Aaron Dillon joins Downtown Josh Brown to discuss what's going on in the IPO market. Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: seasonal corrections, SEC vs private capital, the ERC bubble, recession mentions, and much more! Thanks to Rocket Money for sponsoring this episode! Go to https://www.rocketmoney.com/compound for more info. Watch this episode on YouTube: https://youtube.com/live/resSxsu2Rfc Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ladies and gentlemen, welcome to the compound and friends hope everybody had a magnificent
0:05.7	end of summer. Hope you all had a great Labor Day weekend. I hope the beach, the barbecues,
0:12.4	the boating, everything starts with a B, the bike riding. I hope it was all that you hoped
0:18.0	it would be and welcome back back to school. All right, so tonight's show I want to talk about
0:25.1	IPOs out of everyone I know on Wall Street, one of the most knowledgeable people about the pre-IPO
0:31.9	venture backed startup market Aaron Dillon joins us. Aaron's going to tell us about
0:37.0	clavio and arm holdings and Instacart and SpaceX and Starlink and all of the
0:44.4	companies that conceivably could be approaching an IPO in September, October, etc.
0:51.3	And I think it's important that we have the IPO market back. I think as a signifier that we are
0:59.4	back to business as usual. I think as a gauge of risk appetite, we don't want to see the IPO market
1:05.6	too hot. We don't want to see a thousand companies come public in a year, which is what 2021 look
1:10.8	like. But we also don't want to have a complete freeze, which has pretty much been, let's say the
1:17.6	last 18 months or so. And there are a lot of reasons for that and it's totally understandable. But
1:22.5	now there's a thought. I would not say the IPO market is roaring back. I would just say it's
1:30.3	gradually sort of tiptoeing back. But these are some pretty big deals and Aaron's going to tell us
1:36.3	all about the valuations, the players behind the deals, the structure, what investors in the public
1:42.4	market should expect, etc. So stay tuned. You're going to learn a lot about that. And right after
1:48.6	another all new, what are your thoughts? Starring myself and Michael Batnik and another
1:55.5	great run of topics there, some stuff that we've been wanting to get to for a while. So we're
2:00.4	going to we're going to do it all today. I hope you enjoy the show and stick around for my talk with
2:06.5	Aaron Dillon. Welcome to the compound and friends. All opinions expressed by Josh Brown,
2:17.0	Michael Batnik and their castmates are solely their own opinions and do not reflect the opinion
	...

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