4:58 - To me, saying "valuations" is equivalent to technical analysis 9:22 - Defining capital's lifecycle continuum 9:38 - The LP stress question and anecdotal commentary 11:04 - I'm hearing a use case for a secondary market 12:27 - 💰💰💰 🎶💰 27:30 - Sounds to me like book runners have less reason to buy underlying than they did earlier this year 31:44 - Implied Sharpes. I researched this a bit in another life. Not sure I was able to correctly model total return expectations. But I still dig the concept. 36:51 - Maybe they can put that capital relief to work lending to shadow banks whose LPs want buyouts (reference 💰💰💰 🎶 💰)
Up 7 %... Polestar...Up 3 % Rivian... NKLA.. Nikola.. with 72 clean energy trucks delivered Q2... FREY EV battery...Zapp...QS . Vertical Aerospace...Nio ..Li Auto and more. The EV Future Charging Up in Sept.
4:58 - To me, saying "valuations" is equivalent to technical analysis
9:22 - Defining capital's lifecycle continuum
9:38 - The LP stress question and anecdotal commentary
11:04 - I'm hearing a use case for a secondary market
12:27 - 💰💰💰 🎶💰
27:30 - Sounds to me like book runners have less reason to buy underlying than they did earlier this year
31:44 - Implied Sharpes. I researched this a bit in another life. Not sure I was able to correctly model total return expectations. But I still dig the concept.
36:51 - Maybe they can put that capital relief to work lending to shadow banks whose LPs want buyouts (reference 💰💰💰 🎶 💰)
Up 7 %... Polestar...Up 3 % Rivian... NKLA.. Nikola.. with 72 clean energy trucks delivered Q2... FREY EV battery...Zapp...QS . Vertical Aerospace...Nio ..Li Auto and more. The EV Future Charging Up in Sept.