Markets and Investing
IPO market
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 20
- Share
- 2.1%
- Shows
- 17
- Net sentiment
- −0.13
Up from 2.1% of episodes in the weeks before; net sentiment was −0.17.
Bullish 3Mixed 7Neutral 5Bearish 5
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 3
- A New York listing should boost liquidity and attract institutional investors and larger capital.Gunnison Copper welcomes special guest as company to debuts on NYSE American under GUNN ticker · Proactive - Interviews for investors · Oct 23
- A US listing could give access to a larger capital pool and a valuation re-rating for shareholders.Rainbow Rare Earths eyes US listing as Phalaborwa and Brazil projects advance · Proactive - Interviews for investors · Oct 21
- Sun Valley Minerals is about to list after final regulatory approvals and filings, a positive near-term catalyst.Gold Frontiers in Guyana and Uruguay: Listings, Drill Rigs, Near-Term Catalysts · Company Interviews · Oct 24
Bearish 5
- European listings have declined sharply, with many scale-ups listing in the US and smaller ones listing at home.Equity finance for defence and innovation · The Sound of Economics · Oct 21
- Host argues IPOs historically lack positive returns and advises against chasing this one.India's Jio IPO Tests Emerging Market Investing — Is India a Better Bet Than China Right Now? · InvestTalk · Oct 23
- Anthropic's upcoming public listing may force its valuation down to public-market levels.The AI Bubble Isn't Where You Think It Is · Prof G Markets · Oct 24
- Hosts doubt Anthropic can list at its target valuation without accounting adjustments and low float.Why The Stock Market Is Booming — But Your Paycheck Isn't · Prof G Markets · Oct 19
- SK Hynix paused a $15bn US listing amid volatility and regulatory pushback.Stock markets stumble; Trump to cut more Canada tariffs, and more · The World in Brief from The Economist · Oct 24
Mixed 7
- Oura's IPO was oversubscribed yet postponed, showing valuation skepticism despite strong demand.Why Serena Williams Is Backing Menopause Clinics, Free Egg Freezing With a Catch & Why Oura’s $15B IPO Stalled · This Week in Longevity · Oct 19
- Timing of AI-linked IPOs depends on market conditions and anticipated Anthropic listing.1Password’s Potential IPO, Salesforce Customers Brace for New Claude Fees, Investors Await Anthropic S1 · The Information's TITV · Oct 23
- Nasdaq won many large listings, but cost of capital has softened the IPO window somewhat.The Nasdaq’s AI IPOs, Tesla’s Q3, Gloomy Economic Sentiment 10/22/26 · Squawk Pod · Oct 22
- Some large AI IPOs are delayed over valuation gaps, though overall IPO activity this year has been strong.Top of the Morning: CEO Macro Briefing Book Q4 update · UBS On-Air: Market Moves · Oct 21
- Upcoming mega-IPOs like SpaceX and Anthropic could distort index flows and create opportunities.Rob Arnott on the Hidden Costs of Passive Investing and the Real Winners From AI · Excess Returns · Oct 21
- Massive upcoming IPOs could strain capital, though demand for top names is strong.Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · Excess Returns · Oct 24
Neutral 5
- Discussion of the CSE listing process, prospectus review and timing, with no firm outcome given.2516: Panther Metals to list on CSE · The Vox Markets Podcast · Oct 20
- Discussion of Oklo's de-SPAC listing, share price path and burnout share mechanics.Oklo CFO on Leading Through Deepwater Horizon | Craig Bealmear · Run the Numbers · Oct 22
- Lanzone says the goal is to go public eventually but gives no date.Apollo’s Yahoo Playbook, 5 Years After the $5B Deal · Sourcery · Oct 19
- Plans for a future US dual listing are discussed without firm timing.Software Stocks Crashed. This CEO Says the Business Has Never Been Stronger · In the Money with Amber Kanwar · Oct 22
- Brief discussion of the wave of trillion-dollar private companies staying private before going public.E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups · How I Invest with David Weisburd · Oct 21
Around it
Companies named
- Anthropic 6
- SpaceX 4
- OpenAI 2
- Yahoo 1
- Oura1
- Panther Metals1
Shows that covered it most
- Prof G Markets2
- Excess Returns2
- Proactive - Interviews for investors2
- Sourcery1
- This Week in Longevity1
- The Vox Markets Podcast1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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