Podcast Episodes
Back to Search
The Numbers are in: A Post-Prospectus SpaceX Valuation!
I value SpaceX a few weeks ago, using piecemeal information and entirely on narrative, and promised to return to the valuation when the prospectus wa…
2 months, 1 week ago
Session 33: Valuation Loose Ends
Dealing with the loose ends in valuation
Learn more about your ad choices. Visit megaphone.fm/adchoices
2 months, 1 week ago
The Indexing Question: Should SpaceX, OpenAI and Anthropic be in the SandP 500?
As debate has raged about whether SpaceX is worth $ 2 trillion plus, and how much Anthropic and OpenAI will be priced at, there is a parallel questio…
2 months, 1 week ago
Quiz 3: Review Webcast
This webcast covers the material for the third quiz, all of capital structure, starting with the trade off, working through ways of optimizing the mi…
2 months, 1 week ago
Session 34: The Value of Control
A corporate finance view of the value of control
Learn more about your ad choices. Visit megaphone.fm/adchoices
2 months, 1 week ago
Country Risk: Determinants, Measures and Implications - The 2026 Edition
Since 2008, every year, in addition to posting updated data on equity risk premiums, I have done two update papers each year. I write the first, on e…
2 months, 1 week ago
Session 35: Relative Valuation
Relative valuation
Learn more about your ad choices. Visit megaphone.fm/adchoices
2 months, 1 week ago
Information Timing and Release: The Debate over Quarterly Reporting and Fed Guidance!
In this session, I talk about two long-running stories in markets, the first relating to a SEC proposal to replace quarterly with semi-annual reporti…
2 months, 1 week ago
Session 36: Closing Thoughts
Wrapping up the final pieces of Corporate Finance
Learn more about your ad choices. Visit megaphone.fm/adchoices
2 months, 1 week ago
Lessons from Leo: The Dark Side of Investment Conviction!
If you have been reading the financial press or tracing social media, the story of Leo Aschenbrenner and the rise and fall of his hedge fund, Situati…
2 months, 1 week ago