This is exactly why I cancelled my subscription! The interviews are coming across as empty recently. This is real vision, not the pub!

I found plenty to think about in this video. I'm pretty saturated with macro debates on treasuries, high yield debt, dollar, oil, gold etc - all interesting - but not much discussion on this fundamental structural change in how companies raise capital through sale of equity. In a world where so much investment is passively allocated or sector allocated via ETFs, a lower supply of public equity is indeed a big story. I've certainly seen another dynamic (not discussed in the video) that low interest rates and high profit margins have made it easier for big companies to acquire competitors than compete with them. This is not healthy, but I guess isn't sexy so doesn't get much air time. So excellent job RTVT. BTW also appreciate that you don't have that annoying guitar riff playing every 30s as you had on previous Big Picture videos. Next step, replace it altogether :-).

Nothing new here for me.

Umm, errr, is, aarrmm, is there a - urrmm - a local Toastmasters chapter for you to self-improve?

Not much new content. Perhaps more about the internal plumbing of the private investors, exchanges and how they interact with comoanies to avcomplish the risk transfers from employees to investors

Good video, good content and good speakers. At the end of day I learnt some things new.

I am not even half way through. Low value add.

WORTHLESS

Mediocre piece for sure and overly focused on VC angle. The vast bulk of the IPO slowdown is because companies (mostly non-tech) are selling repeatedly within the Private Equity chain (not per se VC). There are a large number of companies going to Blackstone, Carlyle and the non public PE gangs roving the markets. That's far more impactful than some Silicon Valley Glam companies.

Most of these private unicorns are warm garbage that will get destroyed in the public space They can be kept private as pension funds can mark to fantasy their portfolios and have zero vol https://youtu.be/BzAdXyPYKQo?t=6

Loved it.

Nothing materially new here, would be interresting to hear about the chinese IPO market,

The first gentleman could have helped himself, and his audience by preparing better what he intended to say. A shame as he definitely had some useful insights. The rest of the video was much better and highly informative on a subject I know little about. Thank you.

This left me empty... It is a big story but the interviews failed to put forward the meaning of it... I think with some more maturity in blockchins, tapered liquidity and hunt for reward vs yield, it

For all of us here at News Center 4, I'm Ron Burgundy. You stay classy San Diego!

way too basic for this audience. This was a filler piece with a lot of bromides.

Errh.... difficult to errh ... stay ... ahm focused on the first guy... maybe the rest will be good...