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Downtown Josh Brown

👤 Speaker
1324 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

But wait, right.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

IPOs.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Wealth creation on a massive scale and stock prices which drive AUM fees.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

That's what's going on.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

So you said it's reflexive.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

But I think it's recursive.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

I think it's a circle.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

It's around and around we go.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Because, like, hear me out.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

The person that's a SpaceX early shareholder, maybe they're an employee, maybe they're an investor.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

So the first window to sell for this deal, I think, is five weeks.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Like it's very different.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

No, it's a six month lockup.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

No, it's not.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

You're wrong.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

They're changing the way they do this specifically for SpaceX.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

They're having a rolling lockup period.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

And I think like within a few weeks, the first sales can be made.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

You can't dump your whole position.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

But I think the liquidity coming from these wealth creation events will be very different than prior IPOs where they made you wait six months, nine months.