The Compound and Friends Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon
25 snips
Jul 30, 2024 
Nick Colas and Jessica Rabe, co-founders of DataTrek Research, delve into how political events shape market behavior, particularly during election years. They discuss seasonal volatility patterns, emphasizing the VIX's monthly highs and the S&P 500's performance trends. Aaron Dillon shares insights on the revitalized IPO landscape, spotlighting major players like Shein and ByteDance. The conversation navigates trading psychology and strategies, alongside consumer behavior shifts in luxury spending. Expect engaging analysis and surprising revelations on market dynamics!
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Current Tech Stretch Is Not 2000 Bubble
- Nasdaq's outperformance versus the S&P is far below 2000 bubble extremes and still historically consistent with future modest outperformance.
- DataTrek expects tech to remain under pressure near term but stay bullish through year-end.
IPOs Are Reemerging Cautiously
- IPO activity picked up: 82 IPOs priced year-to-date, with the Renaissance IPO index holding its ground.
- Aaron Dillon says stability in IPO performance encourages more companies to go public and fuels issuance in H2.
Private Markets Provide Deep Liquidity
- Large private raises and tenders let founders and early investors get liquidity without public listings.
- Aaron Dillon highlights rapid billion-dollar private tender deals that let companies stay private longer.