Carmen Reinicke

speaker

354 appearances 17 recordings 1 series first heard Nov 2025 last heard 8 Sep

Carmen Reinicke’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 — 17 in all, peaking in Jun 2026 with 6.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Anthropic Disables AI Access for Foreign Nationals · 15 Jun 2026 podcast

especially these big companies. voice-verified

So what's happening now, I mean, we see IPOs like SpaceX's record IPO on Friday, as well as equity issuances from companies like Alphabet, Meta, and Oracle bringing equity back into the market. voice-verified

So growing the total number of shares that are available in a way that actually it can be dilutive for stockholders. voice-verified

So $1.5 trillion in shares coming back into the markets this year. voice-verified

That's according to a JP Morgan report. voice-verified

And really what the signal is, is these companies are saying, one, we can go to the equity markets. voice-verified

There's investor desire, demand for our shares. voice-verified

Bloomberg Tech · Taiwan Eyes China AI Chip Sales Curbs; OpenAI Files for IPO · 9 Jun 2026 podcast

They performed in the last 15 years? voice-verified

So the majority of them, after one year of trading, have been down. voice-verified

They've slumped a little bit in that first year of trading. voice-verified

But overall, the entire group has a maximum drawdown, or sorry, an average drawdown of 55% in that first year of trading, which is really incredible if you think about it. voice-verified

That's a huge amount of money one rushing into these stocks and then coming out as investors sort of assess. voice-verified

all the information that they're getting as you know lockups expire and more shares come online. voice-verified

So this it could be different. voice-verified

It's such a huge IPO and we know there's so much hype that you know retail investors are being sort of focused on in you know SpaceX coming to the public market and that people are excited. voice-verified

They really want to buy into this. voice-verified

So we could see something different happen here. voice-verified

It definitely is, and Coreweave was really a poster child for extreme volatility in the year after its IPO. voice-verified

It you know, it kind of just hit that threshold, I think, in March, and it was up, you know, 400% at one point, and then it had a drawdown of 65% from that point. voice-verified

And we saw Magnetar offload half of its position, and these insiders sell. voice-verified

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