The S&P 500, Nasdaq, and Dow Jones Industrial Average have each risen more than 15% so far this year. How should investors feel about the rest of 2021? Which stocks should be on a short leash? What capital allocation strategies should Berkshire-Hathaway and Chipotle be considering? Andy Cross and Jason Moser answer those questions, make business predictions ... Show More
Yesterday
Oracle Lays Off 30,000 and Nike Falls Flat Once Again
OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees. Travis Hoium, Lou Whiteman, and Rachel Warren ... Show More
22m 7s
Mar 31
Nobody Told Us This Was M&A Week
We’re only a couple of days into the week, but we’ve already seen some large merger & acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal announcements. Plus, mailbag questio ... Show More
19m 23s
Aug 2020
Financials: Splits, Shorts, and Refinances: What Investors Need to Know
Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selli ... Show More
31m 47s
Jan 2023
20VC: WTF is Going On in VC? Are VCs Still Investing? How Has What VCs Want in Investments Changed? Are LPs Investing in New Funds? Why VCs That Invest in Public Markets Are Losers? Dec 2023; Will It Be Better Or Worse with Jason Lemkin
<p><!-- wp:paragraph --></p> <p>The question is: "are VCs still investing?". Today we are joined by Jason Lemkin; one of the OGs of SaaS of the last decade. <a href= "https://www.thetwentyminutevc.com/jason-lemkin/">As the Founder of SaaStr</a>, he has inspired more SaaS founders ... Show More
49m 10s
Apr 2024
Fed Decision Kick-Off, Amazon and Apple Results, and Busiest Week of Earnings Season 4/29/24
<p>Investors are awaiting the kickoff to this week's Fed decision. The Milken Institute's Bill Lee gives his expectations. Plus, Amazon and Apple are set to deliver results in what could be two market-moving events. Janus Henderson's Alison Porter explains. And, it's busiest week ... Show More
42m 36s
Mar 2023
20VC: Will LPs Pull Out of Existing Managers, How Will Fund Sizes Change Moving Forward, Is Now The Time to be Aggressive on Secondaries, What is the Discount on Secondaries Today, Who Will Win and Lose in the Next Five Years with Hunter Somerville, Partn
<p><!-- wp:paragraph --></p> <p>Hunter Somerville is a Partner @ <a href= "https://www.stepstonegroup.com/">Stepstone</a>, one of the largest secondary buyers, fund investors and players in our ecosystem with over $600BN in capital responsibility and over $100BN AUM. Additionally ... Show More
51m 21s
<p><!-- wp:paragraph --></p> <p>Joining Harry in the hot seat today is <a href= "https://www.thetwentyminutevc.com/venture-broken/">Jason Lemkin</a>, Founder @ <a href= "https://coda.io/@jasonmlemkin/saastrfund/">SaaStr</a> and one of the OG SaaS investors of the last decade. The ... Show More
