Abnormal Returns

JANUARY 12, 2023

noahpinion.substack.com) Genuine apologies from businesses are rare: the case of olive oil startup Graza. (bloomberg.com) Saudi Aramco claims to have the "lowest carbon" barrel of oil. ft.com) How Poland and Malaysia become "upper-middle class" quickly. wsj.com) Good luck trying to go plastic-free for a day, or even longer.

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Startup Investing Investments 130

Abnormal Returns

APRIL 22, 2024

capitalspectator.com) When did investing become so political? on.ft.com) Want a stake in a hot AI startup? Markets Commodities are having a standout 2024. economist.com) ETFs Grayscale's Bitcoin Mini Trust will have a 0.15% expense ratio. coindesk.com) More mutual fund to ETF conversions are coming.

Financial Advising 208

Financial Advising Startup Media Economy 208

Abnormal Returns

DECEMBER 15, 2023

nypost.com) Startups Companies like Sunset and Simple Closure help startups close up shop. wsj.com) The Coterie was built to investors manage their investments in VC funds and other alternative assets. theinformation.com) Startups keep taking a crack at the market for local sports news and opinion.

Startup 215

Startup License Financial Advising Media 215

Abnormal Returns

NOVEMBER 13, 2023

theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else. theinformation.com) What rate of return do successful VCs need to get from their investments? (on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets.

Education 250

Education Startup Financial Advising Economy 250

Nerd's Eye View

FEBRUARY 20, 2024

What's unique about Ben, though, is that he spent 13 years successfully working his way up the career track at a growing advisory firm, starting as an intern and eventually making partner… only to realize within 18 months that it wasn't a good culture fit for him and that he'd need to leave, but then figured out how to take on passive equity (..)

Startup 130

Startup Financial Advisor Clients Wealth Management 130

The Big Picture

JANUARY 12, 2024

As co-CEO, Marcus develops and leads the company’s global strategy; as global COO, she is responsible for overseeing business and investment operations globally. Finance in 2023 She discusses how from an early age, she was primarily interested in all aspects of real estate, from architecture to investments.

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Startup Portfolio Management Valuation Assets 286

Abnormal Returns

MARCH 15, 2024

bloomberg.com) Fund management Passive investing is driving down fees on all type of funds. on.ft.com) When fund companies oversell the benefits of an investment. fortunesandfrictions.com) Food Mark Lore's startup Wonder is spending big to try to solve dinner.

Financial Advising 218

Financial Advising Food Startup Wealth Management 218

Abnormal Returns

JANUARY 17, 2024

nytimes.com) Finance Institutional investors are gearing up to buy secondary stakes in startups. ft.com) With investment firms, Harvard Management Company is distinguishing itself from Harvard itself. newsletter.abnormalreturns.com) Mixed media The most important job of a startup CEO is hiring. ritholtz.com)

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Startup Financial Advising Insurance Media 240

Abnormal Returns

FEBRUARY 28, 2024

(blockworks.co) Strategy Rubin Miller, "Investing on hopes and hunches — making emotional decisions — is why so few portfolios earn the actual market return." fortunesandfrictions.com) The rise of passive investing hasn't broken the markets. disciplinefunds.com) What happens if you invest at a stock market top?

Valuation 237

Valuation Financial Advising Startup Media 237

Abnormal Returns

FEBRUARY 26, 2024

mrzepczynski.blogspot.com) Strategy Seven investing lessons from Bernard Baruch including 'Pick an investing strategy that fits your personality.' safalniveshak.com) Venture capital India's most valuable startup, Byjus, is a hot mess. (morningstar.com) Buffett's bet on Japanese trading companies is paying off. 2023 numbers.

Financial Advising 216

Financial Advising Startup Numbers Media 216

Nerd's Eye View

MARCH 4, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Salesforce Financial Services Cloud highlights a new pre-built multi-custodial data feeds solution in its AppExchange, dubbed Attune and powered by BridgeFT, as the CRM provider seems to come 'downmarket' into mid-sized independent (..)

Startup 186

Startup Wealth Management Clients Portfolio 186

WiserAdvisor

FEBRUARY 14, 2024

You can also consider unique investment ideas that align with your interests and goals. They can also help you include some uncommon types of investments that can contribute to your overall financial growth. Investing in collectible sneakers might seem unusual at first glance.

Investing 59

Investing Investments Retail Banking 59

Advisor Perspectives

APRIL 25, 2023

The startup world has had a tough year — plagued by mass layoffs, plummeting venture capital investment and the chaotic collapse of Silicon Valley Bank. But many in tech believe that the worst is yet to come.

Startup 52

Startup Banking Investing Investments 52

Abnormal Returns

OCTOBER 10, 2023

AI AI investment models can't explain how they do what they do. papers.ssrn.com) Why employees hired in the first year of a startup are so important. wsj.com) Global investing Do more honest countries outperform? msn.com) How JP Morgan Asset Management is rolling out AI tools for its analysts and PMs.

Portfolio Management 248

Portfolio Management Startup Portfolio Management 248

Wealth Management

NOVEMBER 29, 2023

While clients and funding remain under wraps, Tokenbridge has plans to tokenize and revitalize the investment industry.

Startup 94

Startup Distribution Clients Planning 94

Meb Faber Research

OCTOBER 4, 2022

Episode #447: Dave Thornton, Vested – Could Index Investing Come to Venture Capital? Guest: Dave Thornton is a co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. The post Episode #447: Dave Thornton, Vested – Could Index Investing Come to Venture Capital?

Startup 56

Startup Investing Investments Marketing 56

Trade Brains

NOVEMBER 15, 2023

KHIR City : Bengaluru is known for its vibrant lifestyle and startups, but more than that, it is also known for its traffic and weather. 40,000 crores in investments in the healthcare, innovation, and knowledge sectors, creating over 80,000 jobs and boosting the healthcare, innovation, and knowledge sectors. to the national GDP.

Government 59

Government Investing Investments Healthcare 59

The Big Picture

JANUARY 19, 2024

 This week, we speak with Shomik Dutta , founder and managing partner at Overture , a venture capital firm focused on climate tech and sustainability startups. Dutta discusses why Climate Investing is a for-profit opportunity, and not as it is so often portrayed as “Woke Investing.”

Startup 169

Startup Investment Advisor Investing Investments 169

Abnormal Returns

OCTOBER 3, 2023

axios.com) Why bonds are once again a viable investment option. nytimes.com) Retail fixed income Apex Fintech Solutions is making fractional investments in corporate bonds and Treasuries available to individual investors. ft.com) When is a startup no longer a startup? morningstar.com) Why interest rates have been rising.

Startup 178

Startup Financial Advising Media Retail 178

Harness Wealth

APRIL 17, 2023

Equity compensation is a popular strategy used by startups to attract and retain top talent, and it can sometimes result in significant financial rewards for founders and employees alike. Pros and Cons of Tender Offers for Startup Employees Personal Financial Planning Considerations Frequently Asked Questions What is a Tender Offer?

Startup 52

Startup Taxes Risk Tolerance Consulting 52

Abnormal Returns

MARCH 14, 2023

Strategy What investing lessons can we cull from the downfall of SVB? axios.com) Venture capital There's no way other banks will be as startup-friendly as SVB. news.crunchbase.com) Y Combinator is getting out of the business of late state investing. cnbc.com) VCs are beating the bushes to invest in AI startups.

Startup 193

Startup Financial Guidance Financial Advising Media 193

Abnormal Returns

NOVEMBER 17, 2023

newcomer.co) Venture capital Ted Seides talks venture investing with Rick Heitzman founder and Managing Partner of FirstMark Capital. youtube.com) Eric Newcomer, Max Child, and James Wilsterman choose among the AI startups. tegus.com) Sarah Samuels talks with Ted Seides about advice for investment professionals managing their careers.

Startup 218

Startup Media Investing Investments 218

Harness Wealth

FEBRUARY 7, 2023

If you’re a startup employee, chances are you earn stock options or grants as part of your compensation package. Startups typically follow a three to four year vesting schedule, with shares gradually being distributed monthly after one full year on the job (that one-year mark is known as the cliff).

Startup 52

Startup Taxes Tax Planning Commission 52

Abnormal Returns

JULY 25, 2023

priceactionlab.com) Why managed futures investing isn't more popular. institutionalinvestor.com) Mutual funds Do mutual funds overvalue their stakes in startups? alphaarchitect.com) What you get when you replicate the performance of an investment strategy. (alphaarchitect.com) Skew There's nothing magical about positive skew.

Startup 208

Startup Valuation Taxes Accounting 208

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. institutionalinvestor.com) IPOs These five startups, like SpaceX, should be public already, but aren't. (apolloacademy.com) Markets work: the case of lithium.

Financial Advising 225

Financial Advising Startup Retail Media 225

Harness Wealth

FEBRUARY 26, 2023

Many of the insights below are ones that are understood well by second or third-time founders or startup veterans, who learned about these specific tax provisions from experience and are ready to implement them when they start their subsequent ventures. In this type of stock option, no stock pricing is required.

Tax Planning 52

Tax Planning Startup Taxes Planning 52

Abnormal Returns

JULY 21, 2023

podcasts.apple.com) Startups Joe Weisenthal and Tracy Alloway talk with Josh Wolfe of Lux Capital about the state of AI investing. soundcloud.com) William Bernstein Meb Faber talks with William Bernstein, author of the updated version of "The Four Pillars of Investing."

Startup 217

Startup Portfolio Management Management Portfolio 217

Abnormal Returns

SEPTEMBER 25, 2023

thereformedbroker.com) Startups Allocate raised a new round of capital to help bring VC investments to advisory clients. riaintel.com) Startup Alix is trying to streamline the estate administration process. (podcasts.apple.com) Future Proof A recap of Future Proof 2023 and what it is to come.

Startup 146

Startup Planning Clients Taxes 146

Abnormal Returns

JANUARY 26, 2023

etf.com) Investment grade bonds are having a good start to the year. wsj.com) Startups Stripe is set to go public in the next twelve months. wsj.com) Startups are pulling out all the stops to avoid down-rounds. bloomberg.com) NEA is becoming a registered investment advisor.

Startup 198

Startup Financial Advising Investment Advisor Insurance 198

Abnormal Returns

NOVEMBER 22, 2023

bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." ft.com) Do you really want your target-date fund investing direct real estate? AI Sam Altman is back at OpenAI, but everything has changed.

Financial Advising 226

Financial Advising Startup Media Economy 226

Abnormal Returns

FEBRUARY 16, 2024

(rationalreminder.libsyn.com) Finance Sloane Ortel and Ashby Monk talk with Joachim Klement about the death of small cap investment research and financial 'Cassandras.' podcasts.apple.com) Ted Seides talks with Magnus Grimeland, who is the CEO and founder of Antler, about building a a global startup platform.

Startup 224

Startup Economy Economics Banking 224

The Reformed Broker

MAY 19, 2023

This week, Michael Batnick, Morgan Housel, Chris Davis, and Downtown Josh Brown discuss the big wave of AI coming, the most important chart in the stock market, SVB insiders facing scrutiny, the worst startup investment ever, and much more! Listen here: Apple. The post Where is the Crash?

Startup 169

Startup Investing Investments Marketing 169

Nerd's Eye View

SEPTEMBER 4, 2023

This month's edition kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the 'Yelp for Advisors' – which on the one hand provides WiserAdvisor with an opportunity to jump into the business of client reviews (..)

Startup 221

Startup Financial Advisor Clients Financial Planning 221

Abnormal Returns

SEPTEMBER 25, 2023

citywire.com) Companies Amazon ($AMZN) just made a big investment in AI startup Anthropic. (mrzepczynski.blogspot.com) Finance Zero-day options make up 50% of the S&P 500 options volume. ft.com) Betterment is closing two of its crypto strategies. axios.com) Post pandemic, Bowlero ($BOWL) is running into issues.

Financial Advising 236

Financial Advising Startup Economy Media 236

Abnormal Returns

SEPTEMBER 6, 2023

podcasts.apple.com) Eric Newcomer talks with Rey Flemings, the CEO of the YC-backed startup Myria which serves the ultra-wealthy. awealthofcommonsense.com) Investing Why you should stress test your portfolio. Podcasts Khe Hy talks building long term wealth with Adam Katz. humbledollar.com) How to emotionally prepare for retirement.

Retirement 252

Retirement Startup Financial Planning Planning 252

Abnormal Returns

FEBRUARY 2, 2024

youtube.com) Jim O'Shaughnessy talks immigration with Lisa Wehden and Minn Kim of startup Plymouth Street. capitalallocators.com) Barry Ritholtz talks with Tom Hancock, a partner at GMO LLC about quality investing and launching an ETF. infiniteloopspodcast.com) Matt Reustle talks with David Samra about the transformation of Samsung.

Startup 241

Startup Portfolio Assets Investing 241

Abnormal Returns

MAY 26, 2023

wired.com) Startups Eric Newcomer talks with Sarah Tavel of Benchmark Capital. flirtingwithmodels.com) Jack Forehand and Justin Carbonneau talk with Alejandro Lopez-Lira about the impact of ChatGPT on investing. behaviouralinvestment.com) Julia La Roche talks investing with veteran writer Herb Greenberg.

Startup 233

Startup Investing Investments 233