This is going to be BIG.

MAY 5, 2023

Sometime in the next few weeks, I’ll complete my next investment. It will be the 105th deal out of Brooklyn Bridge Ventures, the firm I started back in September 2012, and it will be the last deal I’ll be making out of my third fund. It will also be my last venture capital deal. I think it’s important in this era of building audiences and living in public to acknowledge that no one actually needs to explain the reasons why they’re making career moves or leaving a company.

Venture Capital 218

Venture Capital Pension Funds Investing Capital 218

The Big Picture

MAY 5, 2023

Imagine you had a device that allowed you to peer into the future. You enter a subject matter into this machine, requesting a specific quantitative measure, and at a specific future time. In other words, Price and Date. The machine whirrs and spins, lights flash, bells ring, and out pops a chart showing a range of answers and their probabilities. You might imagine a machine like that would be worth a lot.

Asset Management 145

Asset Management Assets Portfolios Investors 145

Financial Times M&A

MAY 1, 2023

Depositors protected but shareholders wiped out in country’s second-largest bank failure

Shareholders 145

Shareholders Banks 145

A Wealth of Common Sense

MAY 4, 2023

A reader asks: I’m in my late-30s so I know I should look at this environment as an opportunity to buy at lower prices but I’m sick of the bear market. I got caught up investing in tech in 2020 and 2021 so I’m down way more than the S&P 500 (probably down 25-30% from my previous highs). It would help to hear your best and worst-case scenarios between new all-time highs this year and a 1970s environment where we.

Stock Market 140

Stock Market Stock Market Investing Financing 140

The Reformed Broker

APRIL 29, 2023

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. . The post This Week on TRB appeared first on The Reformed Broker.

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The Big Picture

MAY 4, 2023

I have been writing about issues with the minimum wage for (it seems like) decades. During that time, consuming lots of academic research, I reached a few logically supported conclusions. The least contentious of which is that modest increases in minimum wages increase economic activity and create jobs. But there are other surprises around the minimum wage.

Capital 145

Capital Companies 145

A Wealth of Common Sense

MAY 5, 2023

Finance is like fashion. Wait long enough and the same arguments come back in style. We have the same quarrels about finance topics every few years. Active vs. passive. The death of the 60/40 portfolio. Is this a bubble? Is this the top (or bottom)? Another one that’s cropped up again this year is are the market’s gains too concentrated?

Stock Market 129

Stock Market Stock Market Financing Finance 129

The Reformed Broker

MAY 2, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Uber Earnings – “Based on data from Bloomberg, 262 companies in the $spx have reported, sales growth in 1Q is 4% and earnings growth is -2.69%” ►Cap Weighted Rules – “It’s rare for t.

Financing 125

Financing Finance Companies Investing 125

The Big Picture

MAY 5, 2023

My end-of-week morning NFP train WFH reads: • Warren Buffett’s Formula for Success: One Good Decision Every Five Years : Berkshire Hathaway has obliterated the market in his 58 years at the company. He credits roughly 12 decisions. ( Wall Street Journal ) see also The 10 Greatest US Investors and the Virtues That Made Them : There can be few fields of human endeavor in which history counts for so little as in the world of finance.

Startups 143

Startups Venture Capital Assets Asset Management 143

Financial Times M&A

APRIL 30, 2023

Japanese companies seek growth beyond their shrinking domestic market

Companies 102

Companies 102

A Wealth of Common Sense

MAY 2, 2023

On Monday the S&P 500 closed at a little more than 4,100. That’s a level the index first hit in May 2021. A lot has changed in the intervening two years from a market perspective. This is a snapshot of how things looked back in May 2021: Fed funds rate: 0% (on the floor) 10 year treasury yield: 1.6% (generationally low) Inflation rate: 4.2% (uncomfortable but still felt transitory) Mortgage rates: 3.0% (ridicu.

Stock Market 119

Stock Market Stock Market Funds 119

Financial Times: Moral Money

MAY 5, 2023

Plus, the last taboo for corporate inclusion

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98

The Big Picture

MAY 3, 2023

At least they told us what they were going to do. As much as critics of the Federal Reserve have been up in arms over the fastest rate hiking cycle in modern history, no one can claim it to be a surprise. Jerome Powell & Co. have continually warned that they are aggressively fighting inflation with a 5% target. They said it in Fed minutes, they said it in pressers, they said it in speeches; we just took them figuratively, not literally.

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Financial Times M&A

MAY 4, 2023

TD ditches acquisition because of ‘uncertainty’ over regulatory approval

Banks 98

Banks 98

Integrity Financial Planning

MAY 2, 2023

With the recent turmoil in the banking sector, it’s understandable to worry about your bank savings. But before worrying, it’s important to know how your money in the bank is protected. So, how safe is your money, really? Where is my money? First, let’s talk about how your bank actually stores your money. When you deposit your money into the bank, they don’t actually keep it on hand.

Banks 98

Banks Accounting Financing Finance 98

Financial Times: Moral Money

MAY 5, 2023

For pension funds, endowments and family offices, there are more options beyond listed equities to make an impact

Pension Funds 98

Pension Funds Investing Funds 98

The Big Picture

MAY 1, 2023

I have been a reader of Jamie Catherwood’s Investor Amnesia since it launched. It is always filled with interesting reminders from the past. Investor Amnesia is a wonderful reminder that we tend to forget that which came before. Ray Dalio put it even more starkly, noting that nothing is truly unprecedented , and we tend to use that word to refer to those things we have not experienced in our lifetimes.

Financing 128

Financing Finance Debt Stock Market 128

Financial Times M&A

MAY 3, 2023

I seen a peanut stand, heard a rubber band, I seen a needle that winked its eye.

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Integrity Financial Planning

MAY 4, 2023

They just don’t make arcades like they used to. The hallmark clack of pinball machines and the 8-bit orchestras playing from all sorts of machines isn’t something you can really find anymore. Here’s a list of some of the greatest arcade classics of all time. Pong The game that started it all. It’s a simple system–two players with a paddle and a ball that bounces back and forth between them.

Financing 98

Financing Finance 98

Financial Times: Moral Money

APRIL 30, 2023

New guidance that means fund managers can rely on their own methodology is expected to add to confusion

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Funds 98

The Big Picture

MAY 1, 2023

My back-to-work morning train WFH reads: • The Fed Has No Good Options. The Risk of a Misstep Is Growing. The Federal Reserve is struggling to cool inflation further without damaging the economy. The easy part is over. ( Barron’s ) • The Bear Market’s Survivors Share Their Biggest Lessons : With the S&P 500 in the longest bear market since 1973, individual investors maneuver differently from just months ago. ( Wall Street Journal ) • How Druckenmiller Does It: He Hates To Lose : Drucke

Investors 115

Investors 115

Financial Times M&A

MAY 3, 2023

CMA is first regulator to announce review into proposed takeover of design software company

Bidding 98

Bidding Companies 98

Walkner Condon Financial Advisors

MAY 1, 2023

Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. They offer stock options component and might be wondering, “…what exactly are these Stock Options and Restricted Stock?” or “…what should I do with my pre-IPO RSUs?”. Common Types of Equity Compensation for Private Companies In younger private (or “pre-IPO”) companies it is common to be offered stock options, Restricted Stoc

Companies 98

Companies Taxes Liabilities Private Companies 98

Financial Times: Moral Money

MAY 1, 2023

Without the $6.

Funds 97

Funds 97

The Big Picture

MAY 3, 2023

My mid-week morning train reads: • This company adopted AI. Here’s what happened to its human workers : Economists found AI caused a group of workers to become much more productive. Backed by AI, these workers were able to accomplish much more in less time, with greater customer satisfaction to boot. At the same time, however, the study also shines a spotlight on just how powerful AI is, how disruptive it might be, and suggests that this new, astonishing technology could have economic effe

Assets 109

Assets Accounting Companies Investing 109

Financial Times M&A

MAY 1, 2023

Plus, Deutsche Bank makes an investment banking U-turn and Charlie Munger forecasts a commercial property storm

Banks 98

Banks Investment Banks Investment Banking Investing 98

A Wealth of Common Sense

MAY 1, 2023

Today’s Talk Your Book is brought to you by Eagle Point Credit Management: See here for more information on Eagle Point Credit Management and the CLO investment strategies available to wealth advisors and retail investors. On today’s show, we are joined by Thomas Majewski, Founder and Managing Partner of Eagle Point Credit Management, to discuss generating current income by investing in CLO securities.

Leveraging 96

Leveraging Investors Investing 96

Financial Times: Moral Money

MAY 4, 2023

Lawyers play an essential role in securing funds and support for ESG projects in Asia-Pacific

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Legal Financing Finance Funds 95

The Reformed Broker

MAY 5, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Ian Dunlap, Leanna Haakons and Downtown Josh Brown discuss regional banks, the importance of Apple’s earnings, how AI is changing the labor market, TEN STRAIGHT RATE HIKES, the Coinbase shareholder lawsuit, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

Shareholders 91

Shareholders Banks 91

Financial Times M&A

APRIL 30, 2023

What’s the best home for FRC?

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Million Dollar Round Table (MDRT)

MAY 2, 2023

By Sandy Schussel One of the biggest misconceptions about financial advisors’ success is the idea that their services, planning and advice are what clients want most. They’re not. Clearly, your services, advice and recommendations are important. But there’s something more important. Understand what matters The most important factor in your success is something else, and it’s right under your nose.

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A VC: Musings of a VC in NYC

MAY 4, 2023

I was approached by a company this week that has trained a large language model on all of the blog posts I have written here at AVC. There are 9059 of them for those that are counting. They wanted to offer me a chat bot called “ask Fred.” I told them no thanks. Let me explain. I am totally fine with anyone using all of the content I have produced here at AVC to train their AI models.

Companies 86

Companies 86

XY Planning Network

MAY 1, 2023

We’re big fans of niches here at XYPN. We champion them on XYPN Radio, tout them when speaking at conferences, and praise them on our blog. CEO and Co-Founder Alan Moore extensively covers the topic of “niching-down” in talks, podcasts, and one of our more popular webinars. Niches are important to identify, and even more valuable if you can own them entirely.

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Financial Times M&A

APRIL 29, 2023

Industry watchers say UK-listed rival AstraZeneca has a stronger pipeline and benefits from its oncology expertise

Investors 98

Investors 98