Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors over-relying on economists? Where’s the upside now? Anyone can now create their own Chat GPT. Will it change the app world? Starlink is the massive broadband network you’ve never seen. Could it ...
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Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors over-relying on economists? Where’s the upside now? Anyone can now create their own Chat GPT. Will it change the app world? Starlink is the massive broadband network you’ve never seen. Could it ...
E11: Summer's over. Investors to sweat 4Q? Big test for IPOs. India in sweet spot. Airbnb crackdown.
Three Things That Matter This Week
23 minutes
2 years ago
E11: Summer's over. Investors to sweat 4Q? Big test for IPOs. India in sweet spot. Airbnb crackdown.
Summer is over. What does that mean for investors? In this episode, we discuss the markets entering 4Q, what investors are focused on and how they’re positioned. The IPO market is about to get a big test with three big tech IPOs. ARM, Instacart and Klaviyo are well established tech companies, all profitable and their key customers are buying the deal. If successful, it will be very positive for VC and tech. India is in the sweet spot, landing on the moon, courted by the US while buying Russia...
Three Things That Matter This Week
Holidays are approaching and the tree is going up! Fun facts of the most famous tree in NYC. In this episode, Donnovan Andrews, Tom Lee, co-founder of Fundstrat and FSInsight, and Chi Tsang, Managing Partner of m1720 discuss how the market is running higher despite naysayers. Are investors over-relying on economists? Where’s the upside now? Anyone can now create their own Chat GPT. Will it change the app world? Starlink is the massive broadband network you’ve never seen. Could it ...
