Making Markets

The podcast discusses the strong first quarter of 2024, trends in market and investment structures, navigating the IPO market, and the next generation of investors. They also explore the dynamics of private credit, commercial real estate, and the allure of alternative investments.

Brutus Clay, CEO of Runnymede Farms, shares insights into breeding and racing racehorses. He discusses the buy side of the industry, similarities to Venture Capital, high stakes of auctions at Keeneland, and a heartwarming story about Cody's Wish. Explore the economics of stud fees, auction dynamics, and the competitive race to the Kentucky Derby. Learn about enhancing the spectator experience and overcoming challenges in the racehorse industry.

Jim Bianco, Founder and President of Bianco Research, shares his contrarian views on interest rates, the impact of global events on inflation, the influence of housing inflation on the economy, and the effects of remote work on spending and inflation. He also discusses his new fixed-income ETF, Crypto, the Red Sea crisis, and the potential of DeFi to revolutionize financial services.

Yossi Levi, the Car Dealership Guy, shares his journey from used car dealer to tech entrepreneur and media founder. Topics include media business model, US car market demand, affordability challenges, EVs, and hybrids. Explore his transition to online auto retailing and the importance of authenticity in content creation

Bored, a veteran in the video games industry, discusses Crypto Gaming, AI's impact on the industry, his new venture Edison, and more. He explores the failure of Crypto Gaming, the challenges in integrating crypto into games, the potential of event gaming in the metaverse, and the intersection of blockchain, crypto, and gaming. The discussion also touches on evolving ownership in web three gaming, future visions for the gaming industry, and reflections on the crypto market cycle's influence on gaming.

The podcast explores the evolution of investing platforms, including how new-age brokerages compete with industry giants. Topics cover revenue models, payment for order flow, fractionalization, gamification, alternative investments, and discussions on the current market cycle and economic factors.

Paul Goodrich discusses the importance of labor unions, highlighting their impact on construction workers and advocating for fair wages. He explores the evolution of unions, challenges in organizing labor, and the role of unions in addressing social inequalities. The conversation touches on pension challenges, the need for worker support, and fair treatment across industries.

Pomp discusses his early career, evolution as an investor, and views on public and private investing. He reflects on the complexities of digital media, balancing traditional and modern sources for knowledge acquisition, and embracing risk and innovation in investments. The conversation also touches on the significance of founders as chief marketing officers and reflections on challenges, Bitcoin performance, and future cycles.

Jim Bianco shares his contrarian view on interest rates, discusses the impact of COVID on the economy and the new consumer, introduces his fixed-income ETF, talks about cryptocurrency and the Red Sea crisis.

From making millions in poker to becoming a crypto VC, Haseeb Qureshi's journey is like a Netflix movie. He discusses Bitcoin ETF, Dragonfly Capital, and his biggest VC miss. Exploring the relationship between work, money, and happiness, he shares insights on investing and reflective moments in his career.