Alex Frangos

speaker

438 appearances 22 recordings 1 series first heard Feb 2025 last heard 1 Sep

Alex Frangos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 16 in all, peaking in Aug 2026 with 3.

Appearances

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WSJ What’s News · Tim Cook Took Apple to $5 Trillion. John Ternus Must Win on AI. · 1 Sep 2026 podcast

Yeah, they're looking at these things called SPVs or special purpose vehicles that these companies set up and say that they've gone and acquired shares of companies that haven't gone public yet.

So SpaceX or some of the big AI companies.

And then they go to investors and say, Hey, you want an early piece of this before the IPO happens, you can buy into our SPV.

And then when it goes public, you'll get a lot more money back.

There's been some big problems with

with these, namely that some of them didn't have the underlying shares in there.

They're basically promising to have them and not having them, or they sold them before the IPO happened.

So this is like a classic case of alleged investor fraud where investors are being told they're buying one thing and it's not actually there.

Well, right.

I mean, what they're concerned about is, you know, that shares are getting sold through these SPVs and that people might think they're buying shares in Anthropic, but in fact there's no underlying shares.

And so they're warning people to be careful of this sort of thing.

This is in a way a reflection of this moment of this hyper excitement over this new industry, this new possibility.

Everyone has, you know, FOMO, fear of missing out, that they're not going to get a piece of AI.

AI early and when investors are desperate and in a kind of mania, as some people think the market is now over AI, then though you know people take risks that they shouldn't take and people will exploit those risks by trying to sell them things that don't exist.

WSJ What’s News · What's Next for Bonds? · 21 Aug 2026 podcast

Well, what's been happening is at the heart of financial markets, and even if you don't own bonds, US government debt is kind of the sun around which all financial markets orbit. voice-verified

And what's been happening is the yields on that debt, what the government has to pay to borrow money has been going up to multi-decade highs. voice-verified

And that trickles through to the rest of the economy because all other debt is benchmarked against that debt. voice-verified

So what that means is if you borrow money for a house or to buy a car, that is gonna go up. voice-verified

And so that's why it really, really matters. voice-verified

It's also the number one alternative for investors. voice-verified

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