Shows
This Week in Pre-IPO StocksE230: Web browser battle is heating up between Chrome, Perplexity, OpenAI?; Groq is a monster, love the company; Underwriting private market humanoid robotic stocksSend a textNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…LinkedIn - www.linkedin.com/in/csorensoncfacmtAaron Dillon = Managing Director of AG Dillon Funds, pre-IPO stock investing for RIAs
2025-09-2542 minThis Week in Pre-IPO StocksE228: SpaceX to enter the cell service business; Anduril wins $1.26b of new deals; OpenAI + Microsoft work out non-profit to for-profit switch; Will AI/robotics yield a decade long bull market?Send a text00:00 - Intro00:02 - SpaceX to enter the cell service business04:26 - Anduril wins $1.26b of new deals12:43 - OpenAI + Microsoft work out non-profit to for-profit switch17:33 - Will AI/robotics yield a decade long bull market?Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcoh...
2025-09-1621 minThis Week in Pre-IPO StocksE226: Revolut $75b valuation after 72% yoy revenue growth, 35 million customers; AI App investment cases - Sierra AI Agents and OpenEvidenceSend a text00:00 - Intro00:11 - Revolut $75b valuation after 72% yoy revenue growth, 35 million customers11:09 - AI App investment cases; Sierra AI Agents and OpenEvidenceNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research...
2025-09-0825 minThis Week in Pre-IPO StocksE223: Databricks targets $100b in new round; Canva launches tender at $42b valuation; Eight Sleep raises $100m at $1.5bSend a text00:00 - Databricks Targets $100b in New Round08:42 - Canva Launches Tender at $42b Valuation15:27 - Eight Sleep Raises $100m at $1.5bNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company
2025-08-2625 minThis Week in Pre-IPO StocksE221: OpenAI $500b tender valuation; Cohere raises at $6b valuation; n8n raises at $2.3b pre-moneySend a text00:00 – OpenAI Tender Eyes $500b Valuation06:32 – Cohere Raises at $6b Valuation 12:11 – n8n Raises at $2.3b Pre-MoneyNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment research company…X - @clint_sorenson…Lin...
2025-08-1931 minThis Week in Pre-IPO StocksE217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16bSend a textCHAPTERS00:00 – Anthropic $150b valuation (now $170b!!!)15:13 – xAI + Valor for GPUs29:55 – Figma IPO valuation set at $15-$16bPARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO...
2025-07-2937 minThis Week in Pre-IPO StocksE215: Aquihires a better M&A?; JPM to kill fintech?; 6 new, huge primary rounds!; Does anyone have an electricity guy?Send a text00:00 – Aquihires in AI: A better form of M&A?13:02 – JPMorgan's Data Fees: Innovation Killer in Fintech?26:03 – Mega Funding Rounds: Revolut, SpaceX, Groq, Mistral, Harmonic, xAI(?)41:39 - Electricity as Commodity: Does anyone have a guy?Nick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sore...
2025-07-1548 minThis Week in Pre-IPO StocksE213: Groq is the private market Nvidia?; Figma’s IPO a buy?; Robinhood’s pre-IPO stock tokenization legal and good for investors?Send a text00:00 – Groq is the private market Nvidia? 07:24 – Figma’s IPO a buy? 13:30 – Robinhood’s pre-IPO stock tokenization legal and good for investors?PARTICIPANTSNick Fusco = CEO at PM Insights, a pre-IPO secondary market pricing company…X - @TheFuscoKid…LinkedIn - www.linkedin.com/in/nickfuscoEvan Cohen = Founder/COO of withVincent.com, a media company focused on alternative investments…X - @evvcohen…LinkedIn - www.linkedin.com/in/evcohenClint Sorenson = Chief Investment Officer at WealthShield, an outsourced CIO and investment resea...
2025-07-0826 minThis Week in Pre-IPO StocksE101: Investment case for Klarna, Investment case for Deel, Clint's new book "The Smooth Ride Portfolio" | Clint Sorenson, Aaron Dillon ... Nick Fusco and Evan Cohen have the week offSend a text
2024-03-1535 minThis Week in Pre-IPO StocksE91: xAI raising $6b at $20 valuation or not?; Chime at $16b, +185% above 2ndary market valuation?; Lightspeed continuation fund sign of 2ndary market maturation | Pre-IPO Stock Podcast – Jan 29, 2024 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:14 | xAI raising $6b at $20 valuation or not?- xAI is Elon Musk’s large language model; X owns 25% of xAI- Media stated xAI was raising $6.0b at a $20b valuation, $500m already raised- Musk posted on X that “xAI is not raising capital and I have had no conversations with anyone in this regard” … that seems pretty clear- Musk's infrastructure and data resources at X and Telsa give him a competitive edge- Quality of X data for training AI models may have poor data integrity (i.e. ina...
2024-01-3019 minThis Week in Pre-IPO StocksE89: $15b-$20b valuation for Musk’s xAI, Reddit IPOs in March, Private stock markets mature in 2023, Own your personal data in AI-age, Milei’s WEF speech | Pre-IPO Stock Podcast – Jan 22, 2024 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:31 | Reddit IPOs in March- IPO coming in Mar 2024, S-1s coming end of Feb- Revenue growth from $400m in 2021 to $500m+ in 2023- Only 10% of the company expected to float in the IPO- Reddit's last funding round was at a $10b valuation in Aug 2021- Current secondary market valuation at $5.6b, 43% decrease05:45 | Private stock markets mature in 2023- Companies offering tenders; Databricks, Canva, SpaceX, Stripe, OpenAI, Anthropic- ByteDance doing a buyback!- Private companies are using VCs to raise capital...
2024-01-2426 minThis Week in Pre-IPO StocksE86: Carta’s public blow up; 2023 pre-IPO stock recap … Scale.AI, Databricks, SpaceX, Anduril, Chainalysis big winners + AI shops; 2024 pre-IPO stock outlook … its all AI and SpaceX | Pre-IPO Stock Podcast – Jan 8, 2024 | Clint Sorenson, Nick Fusco, AaronSend a text00:21 | Carta’s public blow up- Kerri Saarinen, CEO of Linear, complained on X about Carta's secondary brokers contacting his shareholders for secondary market stock sales- Saarinen raised concerns about the use of private data from Carta's cap table management for brokerage purposes- These conflicts are not new in financial services but Chinese walls are important- Carta can use cap table data but any product/service would need to benefit their startup clients; e.g. Carta Venture Fund to invest in cap table client’s equity or issu...
2024-01-0942 minThis Week in Pre-IPO StocksE83: Emerging tech trends; 2013 to 2023, 2023 to 2023 … AI, biotech, brain-computer interface, data, [humanoid] robots | Pre-IPO Stock Podcast – Dec 18, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:29 | 2013 to 2023 emerging tech trends; apps, social media, EVs, blockchain, cloud, data, clean energy- Mobile apps following the iPhone's release in 2008- Shift from desktop to mobile platforms- Explosive growth in social media- Evolution of electric cars from a novelty to a mainstream choice- Integration of the Internet of Things (IoT) in daily life (e.g., smart appliances)- Emergence and growth of blockchain and cryptocurrencies- Increased focus on data analytics and knowledge graphs- Advancements in cloud computing with services; Amazon...
2023-12-1935 minThis Week in Pre-IPO StocksE81: $5b ByteDance buyback at $268b, New SpaceX tender at $175b valuation, Epic Games LEGO Fortnite a MASSIVE success | Pre-IPO Stock Podcast – Dec 11, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:16 | $5b ByteDance buyback at $268b- $5b buy back at $160.00/share, or $268b valuation- First ever pre-IPO stock buy back???- Pitchbook has a $220b valuation as of Mar 2023- +37% from implied valuation of $196b based on secondary market price performance- $29 billion in Q2 and $85 billion annually with a 67% jump in net profit10:08 | New SpaceX tender at $175b valuation- SpaceX announced their Dec 2023 tender- $175b valuation at $95.00/share- Raising $500m to $750m- +17% from last round in Jul 2023...
2023-12-1223 minThis Week in Pre-IPO StocksE79: $32b Shein 2023 revenue, 50% Canva YoY revenue growth rate, KISS avatar show coming soon, Freedom of speech and pre-IPO stocks | Pre-IPO Stock Podcast – Dec 4, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:18 | Freedom of speech and pre-IPO stocks- Freedom of speech is the hot topic on social media and its impact on pre-IPO companies like ByteDance's Tiktok and X- Advertisers are a primary source of revenue for social media shops- Tiktok is moving into commerce, X is moving to subscription model and AI … a desire to migrate away from advertiser driven revenue model07:36 | $32b Shein 2023 revenue - Shein looking to IPO in 2024- Headquartered in Singapore (developed market), operations in China, 100% of customers outside of China, lis...
2023-12-0631 minThis Week in Pre-IPO StocksE76: OpenAI + Microsoft CEO shuffle, SpaceX Starship successful test flight, Brex/Ramp new AI tools | Pre-IPO Stock Podcast – Nov 20, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:15 | OpenAI + Microsoft CEO shuffle- Sam Altman (CEO) fired on Friday by board of directors- Greg Brockman (President) and other senior OpenAI employees resign on Friday- OpenAI investors demand that board bring back Altman, Brockman, and other employees that resigned- Monday AM ... Microsoft announces that Altman, Brockman, and other OpenAI execs are going Microsoft- OpenAI announced Emmett Shear is interim CEO ... Shear was former CEO of Twitch07:48 | SpaceX Starship successful test flight- Starship delivers 5x the payload capacity as the Falcon 9...
2023-11-2128 minThis Week in Pre-IPO StocksE72: Deel is a screaming buy?, $2b Google investment into Anthropic, Can X/Twitter be the ‘everything app’ | Pre-IPO Stock Podcast – Nov 1, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:14 | Deel is a screaming buy?- global HR payroll and compliance provider; 15,000 active customers, $5.5b payroll payments processed- $12.5b implied secondary market valuation, up from last round in May 2022 at $12.1b- Deel was -53% in Mar 2023 in the secondary from May 2022 primary round but is now up 33% from its secondary lows- Deel's revenue grew 470% from 2020 to 2021 and 417% from May 2021 to 202203:40 | $2b Google investment into Anthropic, White House AI executive order- Google invested $2b in Anthropic; the deal is structured with $500m upfront and $1.5...
2023-11-0220 minThis Week in Pre-IPO StocksE71: Plaid IPO?, NY State sues Gemini, Amazon + humanoid robots, AI and your kids/business | Pre-IPO Stock Podcast – Oct 23, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:18 | Plaid IPO?- Plaid hired former Expedia exec, Eric Hart, as their CFO, sparking IPO rumors- Plaid laid off 20% of their staff in 2022, IPO prep?- Visa's attempt to acquire Plaid for $5b was killed by regulators re: antitrust- Plaid at $15.4b implied secondary market valuation, +15% from Apr 2021 round at $13.4b valuation- “High quality” IPOs are coming … larger valuations, broader current investor base … Plaid, Databricks, Stripe06:53 | NY State sues Gemini- Gemini’s Earn product allocated money to DCG’s Genesis which subsequently allocated to...
2023-10-2436 minThis Week in Pre-IPO StocksE69: ByteDance nearing Meta revenue?!, Wegovy/Ozempic’s impact on society, FTX creditors made whole via Anthropic | Pre-IPO Stock Podcast – Oct 10, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:26 | ByteDance nearing Meta revenue?!- ByteDance nearly reaching Meta-level in quarterly revenue; Meta $28.6b vs ByteDance $24.5b- Cash flow +$6.8b in Q1, profit of $2.7b, cash reserves at $30.4b- ByteDance has current secondary market valuation of $211b, Meta has a $820b market cap- Mutual funds (e.g. Fidelity) are valuing ByteDance much higher vs other players in the private markets- ByteDance is undervalued due to US regulatory concerns?- Tiktok US is not a big part of ByteDance revenue but is a focus for...
2023-10-1125 minThis Week in Pre-IPO StocksE67: How to play the AI investment opportunity, Zuckerberg will change the world with augmented reality, Recent IPOs a success | Pre-IPO Stock Podcast – Oct 2, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:29 | Zuckerberg will change the world with augmented reality - Mark Zuckerberg, CEO of Meta, was interviewed by podcaster Lex Fridman using Meta-driven photorealistic avatars in the metaverse- Fridman, an MIT professor, was deeply moved by the experience predicting photorealistic avatars could “change the world”- Zuckerberg highlighted that very soon Meta will have augmented reality solutions to hologram people into real-world settings for business or personal use- Photorealistic avatars have potential to disrupt the airline, hotel, and office real estate sectors10:58 | Recent IPOs were a success...
2023-10-0333 minThis Week in Pre-IPO StocksE63: Arm, Instacart, Klaviyo IPOs all valued; VCs/LPs selling in the private market secondary; Employees selling in private market secondary acceptable/smart? | Pre-IPO Stock Podcast – Sep 11, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:32 | Arm, Instacart, Klaviyo IPOs all valued- Arm = $55b vs $64b last round in Aug 2023, 10x oversubscribed- Instacart = $9b vs $39b last round in Mar 2021 and $12b last internal valuation in Mar 2023- Klaviyo $6.8b vs last round at $9.5b, updated to $8.6b Tue morning- Bankers are priming these companies for a big pop in the public markets08:53 | VCs/LPs selling in the private market secondary- VCs and LPs are selling positions in the private secondary market- Notable is Tiger selling Cohere...
2023-09-1233 minThis Week in Pre-IPO StocksE61: SPECIAL POD! New SEC Private Fund Advisors Rule – PE/VC Perspectives & Highlights | Clint Sorenson, Nick Fusco, Aaron DillonSend a text01:13 | Enhanced performance reporting requirements for VC/PE/RE funds- Private funds are required to deliver a fee table and performance reporting similar to mutual funds/ETFs, some metrics are difference for VC/PE/RE funds- A standardized approach to performance reporting will lead to a renewed focus on marking assets to market prices- Late stage pre-IPO positions should use an ApeVue-like product that sources real world prices from 20+ institutional brokers06:16 | 3rd party valuations on advisor-led secondary transactions- Advisor-led secondary transactions require a 3rd party...
2023-08-2931 minThis Week in Pre-IPO StocksE59: Instacart’s IPO, Databricks cuts deal with Microsoft, Securitize buys Onramp and benefits of buying LP interests | Pre-IPO Stock Podcast – Aug 21, 2023 | Clint Sorenson, Nick Fusco, Aaron DillonSend a text00:24 | Instacart’s IPO- Home delivery or store pick groceries is very popular- Instacart did not have a primary round since they top ticked in 2021 at $39b- Very interesting to see where IPO will be priced, secondary has Instacart at $11.4b implied valuation06:48 | Databricks cuts deal with Microsoft- Microsoft is letting customers create their own AI models with Databricks- Microsoft appears to have an open architecture model with OpenAI and Databricks- Databricks is up 50% in the secondary market since May 2023
2023-08-2205 min
Fill The Gap: The Official Podcast of CMT AssociationEpisode 31: Clint Sorenson, CMT, CFAHow do the tenets of trend following apply to private equity and venture capital? What does Eminem’s final rap battle in 8Mile have to do with client communications strategies? How could macro volatility be a helpful landscape for active investors over the coming 18 months? Find answers to these and so much more in the latest episode #31 of Fill the Gap! This month’s featured guest is past CMT board member, author, OCIO, asset allocator and voracious lifelong learner, Clint Sorenson, CMT, CFA. Clint is a Co-Founder of WealthShield LLC and has long been dedicated to innovating and a...
2023-08-1457 minThis Week in Pre-IPO StocksE56: Will pre-IPOs chose the SPAC structure (Better)?, Pre-IPOs give employees liquidity (eToro), Pre-IPO valuations need to reset before going public (Stripe, Klarna)? | Pre-IPO Stock Podcast – Aug 7, 2023 | Clint Sorenson, Nick Fusco, Tim Urie, Aaron DiSend a text00:45 | Will pre-IPOs chose the SPAC structure (Better)?- SPACs are still around in 2023; 16 SPACs having IPO'd and 64 having de-SPACed in H1 2023- There are pros/cons of the SPAC structure vs traditional IPOs. SPACs have been speculative recently due retail optimism and platforms like Reddit- Reputable companies prefer the traditional IPO route with support of big investment banks and proper roadshows09:08 | Pre-IPOs give employees liquidity (eToro)- High growth private companies are staying private for longer and are now offering secondary liquidity events for employees...
2023-08-0827 minThis Week in Pre-IPO StocksEPISODE #13 - Databricks revenue surpasses $1.0b, SpaceX hires 14-year-old Kairan Quazi, Epic Games puts your face in the metaverse | Pre-IPO Stock Podcast – Jun 19, 2023 | Clint Sorenson, Jack Dreifuss, Luke Oliver, Aaron DillonSend a textDatabricks revenue surpasses $1.0b, SpaceX hires 14-year-old Kairan Quazi, Epic Games puts your face in the metaverse | Pre-IPO Stock Podcast – Jun 19, 2023 | Clint Sorenson, Jack Dreifuss, Luke Oliver, Aaron Dillon00:44 | Databricks revenue surpasses $1.0b- Databricks, a data analytics company, has surpassed $1 billion in revenue, with a 60% year-over-year growth rate.- The interviewees discuss the importance of investing in infrastructure and data analytics to capitalize on the AI industry's potential.- The emergence of AI is expected to disrupt various industries and enable personalized predictions and interpretations of data.
2023-06-2031 minThis Week in Pre-IPO StocksEPISODE #12 - Neuralink’s FDA approval for chips in brains, Klarna posts strong Q1 financials, Instacart’s new ad business is big, AI: data ownership, every company needs to be an AI company | Pre-IPO Stock Podcast – Jun 5, 2023 | Clint Sorenson CFA, CMT,Send a textNeuralink’s FDA approval for chips in brains, Klarna posts strong Q1 financials, Instacart’s new ad business is big, AI: data ownership, every company needs to be an AI company | Pre-IPO Stock Podcast – Jun 5, 2023 | Clint Sorenson CFA, CMT, Nick Fusco, Jud Mackrill, Aaron DillonNeuralink’s FDA approval for chips in brains- Neuralink could revolutionize healthcare and other industries by providing solutions for conditions like Parkinson's, Alzheimer's, and paralysis- Neuralink has long-term applications in the military and technological sectors- Neuralink's FDA approval marks a major mileston...
2023-06-0632 min
This Week in Pre-IPO StocksEPISODE #11 - This Week in Pre-IPO Stocks Podcast - Mar 23, 2023 | Fusco, Sorenson, Nero, DillonSend a textEPISODE #11 - This Week in Pre-IPO Stocks Podcast - Mar 23, 2023 | Fusco, Sorenson, Nero, Dillon01:25 | Tiger marks down venture fund portfolio by 33%, or $23b12:16 | Kraken suspends ACH, Silvergate/Signature under FDIC receivership, Coinbase gets wells notice22:26 | Tiktok CEO testifies to Congress, Biden Administration has demanded that ByteDance divest Tiktok, Chinese govt responded that it did not approve, Tiktok influencers protest in DC35:05 | AI update; Google Bard invites, using ChatGPT in our businessesSubscribe to the podcast...Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dh...
2023-03-2543 min
This Week in Pre-IPO StocksEPISODE #10 - This Week in Pre-IPO Stocks Podcast - Mar 15, 2023 | Fusco, Sorenson, Nero, DillonSend a textEPISODE #10 - This Week in Pre-IPO Stocks Podcast - Mar 15, 2023 | Fusco, Sorenson, Nero, Dillon00:53 | Post-SVB what comes next for venture debt04:25 | Who fills the SVB product/service gap for venture capital firms and their portfolio companies06:40 | How venture equity is impacted by changes in the venture debt market13:26 | Pre-IPO market order activity update from Nick 14:25 | Commercial real estate issues impact on bank balance sheetsSubscribe to the podcast...Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dhqnQexSu7LAApple Podcasts = h...
2023-03-1521 min
This Week in Pre-IPO StocksEPISODE #9 - This Week in Pre-IPO Stocks Podcast - Mar 9, 2023 | Fusco, Sorenson, Nero, DillonSend a textEPISODE #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...
2023-03-1037 minThis Week in Pre-IPO StocksEPISODE #8 - This Week in Pre-IPO Stocks Podcast - Mar 2, 2023 | Fusco, Nitti, Jassy, DillonSend a textEPISODE #8 - This Week in Pre-IPO Stocks Podcast - Mar 2, 2023 | Fusco, Nitti, Jassy, DillonClint Sorenson is on holiday this week.01:20 | NFT exchange Blur is eating OpenSea's lunch- Blur offers 0% commission NFT trading- In February, nearly 80% of global NFT trading was taking place on Blur. - OpenSea has responded by going to 0% commission for a temporary basis.- These companies are making no revenue but Blur raised an $11 million seed round early last year from Paradigm.- Following its October launch, Blur is n...
2023-03-0429 min
This Week in Pre-IPO StocksEPISODE #7 - This Week in Pre-IPO Stocks Podcast - Feb 17, 2023 | Fusco, Sorenson, DillonSend a textEPISODE #7 - This Week in Pre-IPO Stocks Podcast - Feb 17, 2023 | Fusco, Sorenson, DillonDon Nitti took the week off. He'll be back with us next week.01:00 | Bytedance is the largest pre-IPO stock by valuation globally.- Bytedance is the parent company of TikTok and several other products (mostly in China).- $61.7b in 2022 revenue.- 2.0 billion users globally.- Bytedance is up 20.5% since last primary round in Dec 2020, $180b valuation.- Current valuation of $216b based on secondary market trading and last primary financing round
2023-02-1839 min
This Week in Pre-IPO StocksEPISODE #6 - This Week in Pre-IPO Stocks Podcast - Feb 10, 2023 | Fusco, Nitti, Sorenson, DillonSend a textEPISODE #6 - This Week in Pre-IPO Stocks Podcast - Feb 10, 2023 | Fusco, Nitti, Sorenson, Dillon01:17 | OpenAI "capped-profit" business model, stocks have good returns just because they have "AI" in their name, Microsoft and Amex AI-powered expense report solution, AI is everywhere, our favorite AI use cases, AI can drive offshored jobs back to the US10:21 | Kraken is fined by SEC and shuts down staking product, we have Kraken at a $3.1b valuation, Coinbase is really the only crypto exchange in town, what does staking actual mean, crypto is basically just another...
2023-02-1135 min
This Week in Pre-IPO StocksEPISODE #5 - This Week in Pre-IPO Stocks Podcast - Feb 2, 2023 | Fusco, Nitti, Sorenson, DillonSend a textEPISODE #5 - This Week in Pre-IPO Stocks Podcast - Feb 2, 2023 | Fusco, Nitti, Sorenson, Dillon2:50 | Stripe $3.0b capital raise for "employee liquidity program"11:16 | Pre-IPO stocks year to date underperformance vs public tech stocks16:33 | Layoffs, valuation resets = more focus, better business results = better pre-IPO stock returns going forward?Subscribe 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/2ryF1V6y712AsizaRjImOH...
2023-02-0329 min
This Week in Pre-IPO StocksEPISODE #4 - This Week in Pre-IPO Stocks Podcast - Jan 26, 2023 | Fusco, Nitti, DillonSend a textEPISODE #4 - This Week in Pre-IPO Stocks Podcast - Jan 26, 2023 | Fusco, Nitti, DillonOur guy, Clint Sorenson, is out on holiday this week. Miss you buddy!1:11 | Deel crushes its 2022 metrics and three new products launch8:19 | SpaceX's new rocket, Starship, complete "wet dress rehearsal"11:59 | Amazon and Stripe deepen relationship on payments processing and cloudSubscribe to the podcast...Youtube = https://www.youtube.com/channel/UCSpr...Apple Podcasts = https://podcasts.apple.com/us/podcast...Spotify Podcasts = https://open.spotify.com/show/2ryF1V6...
2023-02-0211 min
This Week in Pre-IPO StocksEPISODE #3 - This Week in Pre-IPO Stocks Podcast - Jan 19, 2023 | Fusco, Nitti, Sorenson, DillonSend a textEPISODE #3 - This Week in Pre-IPO Stocks Podcast - Jan 19, 2023 | Fusco, Nitti, Sorenson, DillonFull video here = https://youtu.be/h865tieVzPo 1:20 | Discord buys Gas App3:26 | Discord current valuation8:40 | Revolut and Chime offer high interest checking accounts15:50 | Revolut and Chime total customer counts18:11 | US is Klarna largest market by revenue, thoughts on buy now pay later18:37 | Klarna's current valuationSubscribe to AG Dillon & Co Research here...Youtube = hereApple Podcasts = hereSpotify Podcasts = here
2023-01-2029 min
This Week in Pre-IPO StocksEPISODE #2 - This Week in Pre-IPO Stocks Podcast - Jan 12, 2023 | Jassy, Nitti, Sorenson, DillonSend a textEPISODE 2 - This Week in Pre-IPO Stocks Podcast - Jan 12, 2023 | Jassy, Nitti, Sorenson, DillonFull video here = https://youtu.be/GGEyVjYXwdcOur boy Nick Fusco was skiing in Austria this week. Daniel Jassy as guest.2:17 | SpaceX is raising capital at $137b. Is the valuation justified?9:00 | Rumors of Starlink spinning our of SpaceX and going public. Valuation, monopoly. Musk says Starlink has potential for $30b in annual revenue.20:28 | OpenAI's ChatGPT's potential $10b deal with Microsoft
2023-01-1335 min
This Week in Pre-IPO StocksThis Week in Pre-IPO Stocks Podcast - Jan 05, 2023 - The Crew | Fusco, Nitti, Sorenson, Dillon - E17Send a textPRE-IPO STOCK INSIGHTS - WEEK OF JAN 05, 20232:30 | Fidelity marks down private Twitter stock by 56%.14:00 | Secure Act 2.0 to give lower income Americans $1,000 match in IRAs starting 2027. 108 million Americans, or 30% of the entire population, estimated to be impacted.20:40 | Meta and Epic Games's Unreal Engine, along with other metaverse related startups, are leading the charge in photorealistic avatars which stand to disrupt several incumbent public companies.Participant bios...- Nick Fusco, ApeVue - CEO = www.linkedin.com/in/nickfusco- Don Nitti, Social Leverage - Venture Partner...
2023-01-0632 min
Money ForwardThe New Economic SlowdownJoin me with special guest, Clint Sorenson, for an enlightening discussion about how market chaos, transformational tech and spiking interest rates might be setting us up for a once in a generation bull market.
2022-09-2644 min
CoveredCalls with Kevin SimpsonClint Sorenson on CoveredCalls with Kevin SimpsonClint Sorenson joins Kevin Simpson on this episode of CoveredCalls to discuss trend following, behavioral finance, risk management, and what to make of the Fed.Learn more about WealthShield:Website: https://www.wealthshield.co/LinkedIn: https://www.linkedin.com/company/wealthshield-llc/Connect with Clint on social:LinkedIn: https://www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/ Twitter: https://twitter.com/clint_sorensonAbout Clint Sorenson:Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the...
2022-06-2324 minMoney ForwardThe Fed as Friend and FoeThe Federal Reserve Bank enjoys unprecedented influence in the US and global markets. Listen as Clint Sorenson, Co-Founder of WealthShield, and I discuss the increased power of the Fed, and the move towards a decentralized system by the people.
2022-06-0137 min
Deserve Podcast31. Roth IRA vs Life Insurance: Which Is The Better Choice For Your Family?This weeks podcasts kicks off with Clint Sorenson giving us "The Good, the Bad, and the Ugly" via the Market Wrap Up. Brett & Pat are joined by Bryan Nicolaysen to discuss the benefits of an inherited Roth IRA vs. the cash payout of Life Insurance; and how it may be better to leave a Roth IRA to your loved ones.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how to keep Uncle Sam out of your retirement plan!
Sign up for the free Roth Conversion Webinar. g...
2021-09-2426 minDeserve Podcast29. Keeping Your Finger on the PulseBrett & Patcharles talk with Clint in his new segment "the good, the bad, the ugly." Each week Clint Sorenson, CFA®, CMT®, will call in to do a weekly market recap highlighting a couple topics. Brett & Pat also talk a little presidential history and cover some eye opening facts about what could be in store for those collecting or about to collect social security.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on...
2021-09-1038 minDeserve Podcast28. Process trumps FearBrett Interviews financial guru, Clint Sorenson, CFA®, CMT®, to discuss the need for updating baby boomer’s financial goals and to choose "process” over fear in retirement planning.
If you are heading into or currently enjoying retirement, you must listen to this podcast to learn how you can avoid and ride out this potential retirement perfect storm bearing down on us.
Sign up for a free Roth Conversion Webinar! go to RothWebinar.com
Want to learn more? Go to Deservemagazine.com
Please like, subscribe, and leave a review. We greatl...
2021-09-0334 min
Power Your AdviceEpisode 18 – The Best Advisors Adopt a CEO Mindset to Scale their Business- with Barrett Ayers & Clint SorensonBarrett Ayers from Adhesion Wealth and Clint Sorenson from WealthShield have both focused their businesses on providing outsource support and solutions that help financial advisors scale and do more for their clients while continuing to focus on what matters most when running their business.
In this episode of Power Your Advice, Doug Heikkinen, Barrett & Clint discuss how the game has changed for financial advisors, why their landscape is more complex than ever, and the importance of advisors adopting a CEO mindset in managing their business
What are the three main challenges financial advisors continue to face
...
2020-09-2127 min
Resilient Advisor PodcastFinding A Margin Of Safety In Today's Markets With Clint Sorenson Clint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how difficult it can be to find a 'Margin of Safety' in this market. We discuss the current state of sectors, factors, commodities and especially gold in this environment.
2020-07-2439 minResilient Advisor PodcastQuant Models And Coronavirus with Clint SorensonClint Sorenson, CFA, CMT is the CIO of WealthShield. In this interview, we discuss how he leverages his investment framework for building systematic models for all market environments.
2020-05-2927 minResilient Advisor PodcastPreparing For The Death Of The 60/40 Portfolio With Clint Sorenson (Forecast Free Series)Most advisors know that the current 60/40 model could create performance challenges for clients going forward. The real challenge is determining what to do about it. Clint Sorenson and Jay Coulter tackle this issue and what Copper, TLT and the Home Builders may be telling us right now.
2019-11-2013 min
Resilient Advisor PodcastBREXIT and Portfolio Allocations To Europe, China & Emerging Markets (Forecast Free Series 10-18-19)Jay Coulter and Clint Sorenson discuss BREXIT and portfolio allocations to Europe, China & Emerging Markets on this episode of the Forecast Free Series. (10-18-19)
2019-10-1807 min
Resilient Advisor PodcastImpeachment, Election Years And Slowing Growth (Forecast Free Series 10-4-19) Impeachment, Election Year Portfolio Positioning and Slowing Growth with Clint Sorenson CFA, CMT. The Resilient Advisor Podcast "Forecast Free Series" for 10-4-19. #resilientwealth #resilientadvisor
2019-10-0409 min
Resilient Advisor PodcastMexican Tariffs & The Yield Curve (Forecast Free Friday 5-31-19)Clint Sorenson CFA, CMT and Jay Coulter discuss the implications of the new tariffs on Mexico and the yield curve.
2019-05-3107 min
Resilient Advisor PodcastThe Fixed Income Conundrum For Financial Advisors (Forecast Free Friday 5-24-19)Are you struggling with what to do with your fixed income allocations? Most advisors are looking for answers. Clint Sorenson CFA, CMT and I discuss advisor options including Invesco US Bulletshares.
2019-05-2407 min
Resilient Advisor PodcastInternational Allocations, Emerging Markets & Domestic Bias (Forecast Free Friday 5/3/19)'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets. Today's Topics: Domestic outperformance since 2010 International PE (TTM) divergence Emerging Markets Domestic Bias Recency Bias
2019-05-0306 min
Resilient Advisor PodcastNegative Divergence, Lumber-Gold Ratio & Small Cap Struggles (Forecast Free Friday 4/26/19) 'Forecast Free Friday' is a new concept from The Resilient Advisor Podcast. The goal is to help you build a more informed portfolio through the lens of history, math and behavioral economics. Each week Jay Coulter, CFP®, CIMA® and Clint Sorenson, CFA, CMT of WealthShield discuss the most important issues in the capital markets. Today's Topics: The negative divergence of the bond and stock market today. What the Lumber - Gold Ratio could be telling us about volatility. What small-cap stocks could be telling us about the business cycle.
2019-04-2606 min
Resilient Advisor Podcast3 Questions On Today's Markets (10-12-18) With Clint SorensonThis series brings listeners thought leaders who share timely insights on today markets.
2018-10-1219 min
Resilient Advisor PodcastWhy Advisors Should Consider A TAMP With Clint SorensonOn this episode, Clint Sorenson of WealthShield comes on the podcast to share his thoughts on the role of TAMPs today and in the future. We discuss the benefits to RIA's and potentially breakaway advisors. The bottom line.....LEVERAGE. If you are struggling to grow your business, this episode will walk through how you could leverage a TAMP to outsource the functions that are most likely taking up most of your time. Connect With Clint LinkedIn: www.linkedin.com/in/clint-sorenson-cfa-cmt-04228a23/ Twitter: @clint_sorenson Website: http://wealthshield.co About Clint Clint helps advisors develop and manage proprietary quantitative strategies by fusing togeth...
2018-05-1817 min
Meat & Potatoes PodcastSorenson Media CEO Marcus LiassidesClint speaks with Sorenson Media CEO Marcus Liassides in front of a live audience at Silicon Slopes HQ. Sorenson Media is one of the fastest growing, highest-revenue-generating companies in Silicon Slopes. You may not know about them, but that'll change after you listen to this episode. Marcus is one of the most brilliant CEO's in Utah.
2017-11-0237 min