Hosts: Dan Bowyer, Lomax Ward, Mads Jensen Episode summary This week we cover Trump’s Greenland rhetoric and the broader implications for NATO, European defence spending, and sovereignty. Then we dive into the tech and markets that (quietly) moved: Meta’s acquisition of Manus, Octopus/“Kraken” spinning out as a major energy-software player, Discord’s IPO momentum, Revolut’s Turkey expansion via license acquisition, and why UK pensions are underperforming (plus what reform could actually fix)....
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Hosts: Dan Bowyer, Lomax Ward, Mads Jensen Episode summary This week we cover Trump’s Greenland rhetoric and the broader implications for NATO, European defence spending, and sovereignty. Then we dive into the tech and markets that (quietly) moved: Meta’s acquisition of Manus, Octopus/“Kraken” spinning out as a major energy-software player, Discord’s IPO momentum, Revolut’s Turkey expansion via license acquisition, and why UK pensions are underperforming (plus what reform could actually fix)....
Should You Raise Right Now? Should Govts Buy Stocks? Should NVIDIA Have Bought Nokia?
Upside
48 minutes
2 months ago
Should You Raise Right Now? Should Govts Buy Stocks? Should NVIDIA Have Bought Nokia?
The pod that unpacks the real news behind the clickbait affecting European venture. Hosts: Dan, Mads, Lomax, Andrew 02:41 — Bending Spoons deep dive Debt-fuelled roll-up, “Berkshire of consumer apps” analogy; Ukrainian peer Gentek noted; why more post-COVID roll-ups didn’t materialise. 04:34 — US debt vs Europe risk Market’s view on capital allocation/dynamism; Decacorns vs unicorns; power-law returns reinforce Botha’s point. 06:01 — “VC isn’t an asset class” debate Power-law concentration...
Upside
Hosts: Dan Bowyer, Lomax Ward, Mads Jensen Episode summary This week we cover Trump’s Greenland rhetoric and the broader implications for NATO, European defence spending, and sovereignty. Then we dive into the tech and markets that (quietly) moved: Meta’s acquisition of Manus, Octopus/“Kraken” spinning out as a major energy-software player, Discord’s IPO momentum, Revolut’s Turkey expansion via license acquisition, and why UK pensions are underperforming (plus what reform could actually fix)....
