Brew Markets Discord Enters Hot IPO Pipeline & Egg Prices Fell - Stay CALM
Jan 7, 2026
The discussion dives into the exciting 2026 IPO pipeline featuring Discord and SpaceX, revealing investor eagerness. It also examines Cal-Maine's earnings, highlighting dramatic revenue drops as egg prices fall. A strategic pivot towards specialty eggs and prepared foods is explored. Shifts in political policy from Trump are analyzed, affecting housing and defense sectors. Finally, the podcast touches on Alaska Air's significant Boeing order and American Airlines' latest loyalty perks and free Wi-Fi initiatives.
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Why 2026 Could Be An IPO Feeding Frenzy
- A crowded 2026 IPO pipeline shows private investors racing to cash out while public tech valuations stay high.
- Companies from SpaceX to Discord and Anthropic are timing exits to hit a hot market window before valuations cool.
Lockups Drive Timing Of IPOs
- Insiders face lockup periods that can delay their ability to sell for months after an IPO.
- That forces private investors to favor earlier IPOs in hot markets to avoid selling into downturns later.
PE Firms Add To IPO Pressure
- Private equity and late-stage investors also need exits after years of high rates and slow sales.
- That creates additional supply of IPO candidates beyond venture-backed tech firms.