Patrick Boyle

speaker
346 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Patrick Boyle’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 Jul 2026 with 1.

Appearances

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Then the dot-com bubble burst.
And, you know, stock issuance really dried up.
There was sort of, there'd been a bunch of articles about sort of almost where have all the stocks gone, right?
Because you had companies been taken private.
You had these unicorns that were, you know, worth billions of dollars in private companies.
And there was an argument that the public are not getting stocks to invest in.
There's a smaller and smaller group.
And so now we flipped, suddenly IPOs are back.
But it's rather interesting to see the other echo of the past as well, which is questionable recommendations coming out of research at banks that are probably hoping to get IBD business.
And not just IPOs, also like secondary offerings, right?
Because even, I think Google issued a huge amount of stock recently raising more capital than SpaceX raised in their IPO, you know?
So there's a bunch of big
technology firms at the moment that it's probably wise to keep happy if you're hoping to participate in those flows.
It's an interesting thing, because I think that while, you know, there's a lot of crazy stuff, I also think there's a lot of people talking about it.
You know, it's not, I don't know, like any sophisticated investor I speak to, like they're not really suckered into sort of thinking that these things have been issued at all.
bargain basement prices.
And, you know, the FT and the Wall Street Journal are filled with opinion pieces of people worrying about, you know, concentration in technology and high prices and, you know, what if all of this stuff goes wrong?
So I'm torn.
Like, I do think there's possibly a retail audience who haven't sort of been through this already and they don't recognize, you
you know, what a really hot market sometimes looks like.
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