Telis Demos

speaker
290 appearances 5 recordings 1 series first heard Aug 2025 last heard 2 Aug

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

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recordings per month · last 12 months
1 · Aug OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.

Appearances

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Caitlin, hello. voice-verified
Caitlin is the Asset Allocation Research Director at Dimensional Fund Advisors. voice-verified
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? voice-verified
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. voice-verified
So it went up a bunch recently. voice-verified
Now it's back down. voice-verified
And so, you know, you might wonder, like, well, who made money in SpaceX, right? voice-verified
Because even if you'd bought it in the IPO, you wouldn't have. voice-verified
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? voice-verified
Somebody, I mean, it's a trillion-dollar company. voice-verified
Somebody made money there, right? voice-verified
And so all of this talk of the IPO markets maybe begs the question of whether or not we should be looking at – voice-verified
actually these companies way sooner in the private markets. voice-verified
And there's no shortage of people these days who will urge you to invest in the private markets. voice-verified
There are funds that focus on that. voice-verified
So I wanted to dive a little deeper into that topic. voice-verified
And like I said, Spencer had been writing about it. voice-verified
And Caitlin, the thing that I came across that you wrote that jumped out at me was about private market exposure in the public markets. voice-verified
I thought this was a really interesting way to look at it. voice-verified
So tell me about what you were writing about. voice-verified
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