RiskReversal Pod

Have We Reached Peak Uncertainty?

Mar 4, 2025

Jesse Chasse, Head of Tech Equity Capital Markets at RBC Capital Markets, shares his insights on the current market landscape. He discusses the recent sell-off driven by tariff news and its effects on small and mid-cap companies. The conversation dives into the complexities of the IPO pipeline and the vital role of liquidity for private tech firms. Chasse highlights how AI and large-cap IPOs could shape market health moving forward and reflects on the broader economic resilience amid significant regulatory scrutiny.

43:44

Episode guests

Jesse Chasse

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Recent stock market volatility indicates heightened uncertainty for investors, influenced by economic reports and tariff announcements affecting market sentiment.

There are optimistic signs for a potential resurgence in IPOs, driven by economic stabilization and growth among small and mid-cap tech companies.

Deep dives

Current Financial Services and Features

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Intro

3min

Market Volatility and Semiconductor Woes

7min

Analyzing Economic Indicators and Market Volatility

2min

Navigating Market Uncertainty and IPO Dynamics

4min

Navigating Market Uncertainties

23min

Retail vs Institutional Investing Insights

5min

Dan and Guy start the pod with a quick update on the stock market after Monday's massive sell-off sparked by recent tariff announcements.

After the break: Dan Nathan and Jesse Chasse, the Head of Tech Equity Capital Markets & Venture Coverage at RBC Capital Markets, discuss the current state of the market on the Risk Reversal Podcast. They delve into macroeconomic trends, the IPO pipeline, and market conditions influencing both small and mid-cap companies. The conversation covers topics such as the political landscape, economic resilience, and the impact of tariffs and regulatory scrutiny on strategic M&A activities. Jesse emphasizes the importance of liquidity and secondary markets for private tech companies, while debating the potential reopening of IPO markets by the end of the year. They also touch on the AI sector's influence on the market and the implications of large-cap IPOs on market health.

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