Shows
This Week in Pre-IPO StocksE217: Anthropic $150b valuation (now $170b!!!); xAI + Valor for GPUs; Figma IPO valuation set at $15-$16bSend us 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...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 us 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...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 us 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 r...2025-07-0826 min
The Fat PitchMarket Moves and Monetary Mysteries: Navigating the Current Economic LandscapeIn this episode of the Fat Pitch Podcast, hosts Paul Barausky and Clint Sorenson dive into the latest developments in U.S. monetary policy and global economic trends. They explore the implications of recent Federal Reserve decisions, the impact of China's stimulus measures, and the shifting dynamics in market structures. With insights on inflation, credit growth, and investment strategies, this discussion offers listeners a comprehensive look at how these factors shape today's financial landscape. Join Paul and Clint as they unravel the complexities of the market and highlight potential opportunities for savvy investors.2024-10-0119 minThe Fat PitchFed Speak & Interest RatesIn this episode of Fat Pitch, hosts Paul Barausky and Clint Sorensen discuss several pressing financial topics. They cover recent changes and expectations in Federal Reserve policy, particularly concerning interest rates and their impact on various markets. They debate the potential for rate cuts and the implications of current economic conditions, including inflation and labor market trends. Additionally, they explore the broader market shifts, such as the performance of real estate and other sectors, and touch on the upcoming election's potential impact on economic policy.RECORDED SEPT 4, 20242024-09-0617 minThe Fat PitchCarbon Market Investing with Luke OliverIn this episode, our guest is Luke Oliver, Managing Director and Head of Climate Investments and Head of Strategy at KraneShares. Luke brings his carbon markets expertise to the show as we dive into a discussion about the trillion-dollar world of carbon trading. From tracing its growth over the past decade to projecting its future potential, Luke covers the complexities of this growing market, including how carbon trading has evolved from a niche corner to a global powerhouse with markets in Europe, California, and beyond, driving substantial investment opportunities.Our conversation includes carbon market dynamics, from understanding...2024-04-2441 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 us a text2024-03-1535 minThe Fat PitchNavigating the Multifamily Market, Opportunity Zones, and Economic UncertaintiesNick Rosenthal, Co-CEO of Griffin Capital shares his thoughts about the affordable housing crisis in the United States with a focus on the multifamily sector. The conversation includes the origin of the housing issue, challenges in single-family home production, the shift towards renting, and the impact of factors like increased home prices and stagnant wages. Nick discusses the current state of the multifamily market, the high number of deliveries in 2023 and 2024, challenges in the credit environment, and the importance of timing in real estate development. We talk about the Opportunity Zones program as a potential solution for tax mitigation...2024-02-2937 min
The Fat PitchFrom the Dugout: Navigating 2024: From Financial Insights to Political RealitiesWelcome to the Dugout 2024. In this 15-minute segment Paul and Clint have a casual and semi off-the-cuff conversation about topics that range from Paul's upcoming visit to see Clint's Tar Heels play in the Dean Dome to their thoughts on “anyone under 80”. Conversation points include the Federal Reserve rate cuts, cash, employment, America’s spending, the S&P 500, the Magnificent Seven, cyclical fluctuation, playing the long game, old and new prognostications, pundits, and of course a dash of politics. RECORDED JANUARY 19, 20242024-02-0816 min
The Fat PitchThe Dugout - Trailer2024-02-0601 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 us 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 integrit...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 us 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...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 us 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 i...2024-01-0942 minThe Fat PitchNavigating the Wild West of Private Markets: Insights from Nick Fusco of ApeVueIn this episode Nick Fusco, co-founder of ApeVue, talks about the dynamic world of private markets. From the rise of credit funds to the evolving landscape of equity valuations, Nick provides a unique perspective on the challenges and opportunities in this often-overlooked sector. Discover the significance of long-duration plays, the role of data on AI models, and the intriguing developments in fund finance. Gain insights into ApeVue’s index benchmarks and how they contribute to a holistic understanding of private market dynamics. Don't miss this conversation that explores the complexities of asset allocation in private markets and the challenges as...2024-01-0432 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 us 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...2023-12-1935 min
The Fat PitchFrom The Dugout: Navigating Economic Crossroads: Inflation, Manufacturing, and Global Shifts Introducing the Dugout, a new segment of the podcast where hosts Paul and Clint go one-on-one and talk about what’s going on in the world. In this Dugout episode, Paul and Clint hit on inflation trends, the consumer's spending behavior, the potential impact of the Xi-Biden meeting, and deglobalization. The conversation also includes insights into the manufacturing renaissance, the importance of the CHIPS Act, and the potential for a rebirth of American manufacturing.RECORDED NOV 15, 20232023-12-1327 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 us 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...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 us 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 Chi...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 us 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...2023-11-2128 minThe Fat PitchThe Transition from Public to Private Markets with Chris NeroChris Nero, Founder and CEO of Bridgeport Financial Technology, brings 34 years of industry expertise to the show, where we discuss the financial markets evolution and the transition from public to private markets and the challenges and nuances of this shift.We cover key aspects such as the importance of education in bridging the gap between public and private markets, the growth of accredited high net worth and ultra high net worth investors in private markets, and the role of additive–not disruptive–technology in facilitating this transition. We talk about trends such as the popularity of private credi...2023-11-1533 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 us 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...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 us 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...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 us 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...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 us 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 succe...2023-10-0333 minThe Fat PitchValue Investing With Christopher PaveseOur guest is Chris Pavese, a Wall Street veteran and current President and Chief Investment Officer at Broyhill Asset Management. In this episode, we dive deep into the world of value investing. We discuss whether the tech sector still holds value amidst the AI frenzy and how market dynamics have shifted since the late '90s. We address top-down vs. bottom-up strategies, navigating drawdowns in today's market, and uncovering investment opportunities beyond tech, including a unique take on the online music industry's valuation. Plus, we explore the impact of the ESG craze on stock markets, the fascinating story of t...2023-09-1333 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 us 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...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 us 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...2023-08-2931 minThe Fat PitchLongevity Data and the Value of Your Life Insurance PolicyThis week Jay Jackson, CEO of Abacus Life, joins us to discuss life insurance policies as an alternative asset class. Jay highlights the evolution of the industry, shedding light on the changes in regulation, growth, and the institutionalization of this market. Jay also explains the potential integration of lifespan data into financial planning and investment strategies, emphasizing that life insurance policies are assets with value, suggesting that it’s crucial for financial advisors and clients to be educated about the options available in this space.The conversation touches on liquidity, returns, and the potential for creating customized in...2023-08-2329 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 us 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 20232023-08-2205 min
Fill The Gap: The Official Podcast of the 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 minThe Fat PitchHugh Hendry The Acid CapitalistJoin us for an insightful journey into the world of economics, finance, and policy as we explore the implications of current global events and trends. In this thought-provoking podcast, we delve into the nature of economic inequality, monetary policy, and the role of central banks. Our guest, Hugh Hendry, renowned economist and the Acid Capitalist, challenges prevailing notions about money printing and offers a fresh perspective on where economic challenges and opportunities truly lie. We discuss the potential for a sovereign wealth fund in the US, the impact of China's economic growth, and the intricate dynamics that shape our...2023-08-1046 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 us 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 min
TCAST: The Future of Data & AIEmpowering Data Ownership: A Deep Dive with TARTLE's CEO, Alexander McCaig - Fat Pitch Podcast Episode 9In this enlightening episode of the Fat Pitch Podcast, hosts Clint Sorenson and Paul Barausky are joined by Alexander McCaig, the CEO of TARTLE. Alexander shares insightful perspectives about the transformative power of data, especially in the context of Artificial Intelligence and societal growth. The conversation revolves around the evolution of data and its role in today's digital age. Alexander highlights the shift from a coercive-based model where data was used to manipulate and control individuals, to a needs-based model where data serves as a medium for individuals to articulate their intentions, and for markets to cater...2023-07-1440 minThe Fat PitchData Ownership - A Fat Pitch with Alexander McCaigAlexander McCaig, Co-Founder & CEO of TARTLE discusses the transformative potential of data in the context of AI and society. McCaig shares his journey and insights into creating a technology that empowers individuals to take ownership of their data and use it as a valuable asset. The conversation delves into the historical significance of data and its evolution in the digital age. McCaig highlights the benefit of shifting from a coercive-based model (where data is used to drive people in their behaviors) to a needs-based model (where individuals are empowered to control and benefit from their own data). H...2023-07-1240 minThe Fat PitchManufacturing Renaissance in the US with Jack DreifussThis week’s guest is Jack Dreifuss of Impatient Ventures, where he focuses on disruptive companies in the early stages of their growth cycle. In our discussion, Jack shares his views about innovation areas including chip manufacturing, AI-supported manufacturing, innovation on climate sustainability, decarbonization spaces, investing in reshoring U.S. manufacturing, and the future of the workforce. Jack also touches on his interest in local agriculture and commerce and reveals how poker has played a role in his life. Where in the tech and innovation space will you find the next fat pitch? Listen in and decide for...2023-06-2238 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 us 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 minThe Fat PitchHunting Outliers with Jerry ParkerIn this episode, we are joined by Jerry Parker, founder of Chesapeake Capital, former turtle trader, trend follower extraordinaire, and big outlier hunter.Jerry shares his views on letting profits run and taking small losses as being both incredibly profitable and psychologically challenging. We cover bagging big outlier trades, Jerry’s unique views on diversification, and we dig into this trend following philosophy.RECORDED MAY 15, 20232023-06-0727 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 us 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 mi...2023-06-0632 minThe Fat PitchTrend Following and Fat Pitch Investing with Mike MelissinosMeet Mike Melissinos, a successful trend-following trader and fund manager. With years of experience under his belt, Mike shares his invaluable insights into the world of trend following and behavioral finance.In our conversation, we dive deep into trend-following principles, discussing how to identify and capitalize on market trends while minimizing risks. Mike provides a unique perspective on how our behavioral biases can impact our investment decisions and how trend-following can help combat these tendencies.Furthermore, we explore the concept of "fat pitch investing" and why trend following may be considered a fat pitch opportunity...2023-05-2532 minThe Fat PitchAccessing the Venture Capital Asset Class with Aaron DillonAaron Dillon, AG Dillon & Co., discusses his passion to help advisors and independent broker-dealers access venture capital assets for their clients. Aaron's experience in private markets, as well as seeing a need to assist RAs and IBDs, led him to become a leader in navigating venture capital opportunities. From Instacart to AI, Aaron believes there is a valuable opportunity in venture capital. Tune in to hear if the next venture is your Fat Pitch. RECORDED APRIL 11, 20232023-05-1736 minThe Fat PitchIs China a Fat Pitch Opportunity with Brendan AhernBrendan Ahern, Chief Investment Officer, KraneShares, uses his extensive knowledge in index methodologies to focus on the emerging market in China, which he proposes has not been properly represented and looks to be full of opportunity. Don’t miss this one as Brendan discusses his investment approach as it relates to China and emerging markets. Is China a Fat Pitch Opportunity? Let’s dive in and you decide.RECORDED JAN 20, 20232023-05-0827 minThe Fat PitchInnovation as an Asset Class with Mark YuskoListen in as we are joined by Mark Yusko, CEO & CIO of Morgan Capital Management, LLC, as he discusses “Innovation as an Asset Class”. Most people think of stocks, bonds, currencies, or commodities when thinking about classical asset classes. And while that's certainly true, those wouldn’t exist without innovation, right? From Bitcoin to AI, there's innovation all around us.What does that mean for the Fat Pitch?RECORDED JAN 20, 20232023-05-0841 minThe Fat PitchIs it time for Private Credit with Clark BrinerListen in as we are joined by Clark Briner, Founder & Principal of Revere Capital. With a unique background in institutional banking, real estate, private equity, and credit, Clark shares his philosophy of winning and eliminating binary risks. He looks for a high margin of safety and high current yields to provide investors with a fixed-income alternative absolute return strategy. You won’t want to miss this discussion of his experience in institutional banking and the credit space.RECORDED FEB 3, 20232023-05-0831 min