Sean Russo
👤 SpeakerAppearances Over Time
Podcast Appearances
The index demand is not 100% of the stock available in the IPO, or 110%, or even 50%.
But it's plausibly more than 25%.
It's not a short squeeze, but it's a lot.
add a reported 30% allocation to retail, and arguably a majority of the IPO is being sold to price insensitive investors.
And he ends with, that is one way to get a high IPO price.
Is that your name, Matt, on Reddit?
Yeah, found your burner.
Ventiles.
Can I make a comment?
Is this just rates?
Like in 2021, does it make sense that the small caps are outperforming the large caps because rates are at zero?
And now in 2026, the large caps are outperforming the small caps because rates are at whatever they are, 3% to 4%?
Or is that like too stupid?
All right.
Next topic.
What do you guys got?
Speaking of bidding up, we have Sean and Matt's best breakouts and that felt like a great transition.
So I just cut in front of Matt.
Go ahead, Matt.
No, dude, you're out, dude.