Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 20 Sep

Telis Demos’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.

Appearances

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WSJ's Take On the Week · The Buried $150B Bet Inside the Top 20 U.S. Stocks · 26 Jul 2026 podcast

If you're not already getting it, you absolutely should.

And so today we wanted to talk about – the reason I brought Spencer in is because he wrote something really interesting lately about the role that private markets are playing in what's going on in the public markets.

And I also came across some really interesting research on this topic from our guest, Caitlin Hendricks.

Caitlin, hello.

Caitlin is the Asset Allocation Research Director at Dimensional Fund Advisors.

And I know in this show we've been talking a lot lately about the IPO market and looking at companies that recently transitioned from the private market to the public market, such as SpaceX, for example, right?

And so looking at SpaceX and what's happened to it, it's now trading actually below its IPO price as we're talking now.

So it went up a bunch.

Now it's back down.

And so, you know, you might wonder, like, well, who made money in SpaceX, right?

Because even if you'd bought it in the IPO, you wouldn't have.

Right.

Well, if you'd bought it way before it went public, when it was a tiny private company, when it was still just sort of a germ of an idea and you had somehow gotten your hands on some stock, well, you'd probably still be making money, right?

Somebody – I mean, it's a trillion-dollar company.

Somebody made money there, right?

And so all of this talk of the IPO markets maybe begs the question of whether or not we should be looking at –

actually these companies way sooner in the private markets.

And there's no shortage of people these days who will urge you to invest in the private markets.

There are funds that focus on that.

So I wanted to dive a little deeper into that topic.

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