2 min read
In this week's show, we discuss recent IPOs and IPOs in general. We talk about why and how IPOs are priced and how they can trade at such different prices on their first day of trading. We then move into a discussion revolving around the emerging risks of passive investing. Basically, the way market-cap-weighted indexes are constructed can create imbalances. For instance, Tesla is going to be the fifth largest weighting in the S&P 500! We wrap up talking about the very different way Gen Z thinks about and interacts with the world, and investment trends to consider as a result.
Show Notes:
1:00 - IPO Overview
6:00 - Airbnb
9:00 - Average IPO return data
10:00 - IPO valuation data
12:00 - Comparisons to 1999
14:00 - Valuation of IPOs vs. FAANG and high flying COVID stocks
18:00 - IPO Fund flows
19:00 - Jay Ritter, Goldman CEO, Tom Lee warning
20:00 - Tesla vs. Yahoo
21:00 - Original Idea of Passive Management
22:00 - Passive Investing Danger
24:00 - Understand where your risks are in your passive investment
24:45 - New wave of indexing
26:00 - Stock picking comeback
27:00 - Risks to your retirement
32:00 - Bull Market Complacency
33:30 Interest Rate Risk
35:00 Climate Risk
37:00 Gen Z
40:00 Investing Trends to Watch out for from Gen Z
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