Dominic (Dom) Rizzo

speaker

610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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The Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizzo · 8 Jun 2026 podcast

And I think the question is, is there latent revenue growth in XAI and Kershaw?

And frankly, I haven't decided yet.

So we'll see.

Yeah.

Yeah, yes, unequivocally.

Ray Dalio has been talking a lot recently about what makes bubbles pop.

And it's when you need to turn equity wealth or assets into income.

And effectively, the S&P 500 has been buying back stock for a long time as a whole.

And now we're in a world where supply is coming on in the form of new securities, in the form of

You know, companies like Google doing equity raises, right?

So I do think they're very important.

I think the question for me is how much does this passive dynamic change the typical pop and then bleed down that you see combined with the magnitude of these IPOs being so large, right?

I mean, they're insanely large.

What's so interesting, though, is as large as these IPOs have been, the capacity for the U.S.

companies to raise in the private markets has been as large, if not larger.

And so, yes, these IPOs really matter.

But I also think there's this unique...

statement on the depth, breadth, and strength of the U.S.

capital markets that it's been able to support companies getting this large and then to this phase.

I mean, it really, I think, talks a lot about the U.S.

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