The Liquidity Event | Money and Finance with Shane and Ally Jane

This week, we have two guest hosts covering all you need to know about fintech and holiday spending. Join BKFi Director of Financial Planning John Owens and Associate Financial Planner Kurtis Rohlf as they discuss mutual funds, office bullying, the metaverse, must-know facts about holiday spending, and Robinhood's pursuit of retirement dollars. Bundle up, listeners, because winter is coming! Links...

Shane Mason and John Owens cover FTX updates, BlockFi's bankruptcy, subscriptions to drive your car faster, the Amazon Alexa dumpster fire, and more data for Facebook/Meta. Guard yourselves, dear listeners! Major tax-filing websites are sharing your income data with Meta, says Ars Technica. Alexa is costing Amazon wayyy more money than it's making--to the tune of $10 billion. And Mercedes-Benz is...

Gobble gobble, turkey fans! It's the special Thanksgiving episode of the Liquidity Event Podcast! Join AJ and Shane as they discuss the scarce IPO market, Tinder's recession-proof service, a run-through of headline hot takes, and a moment of gratitude--which makes this the all-time sweetest podcast episode ever. Happy Thanksgiving! Links Tinder: More pay for dating app despite cost-of-living crisi...

Ugh, are we talking about Elon AGAIN? Well, yeah, but he's running so spectacularly wild, it reminds us of the joke about a horse wreaking havoc in a hospital. There's no protocol, so I guess we're all just watching. Blue checks backfired again with the fake Eli Lilly account Tweeting "Insulin is free," shining a big light on two things: That the pay-to-be-verified-on-Twitter plan is trash and, mo...

Well, listeners, Elon's less than a week in and already making unpopular moves by gutting the employee base at Twitter by 50 percent, leaving 3,000 people without jobs. Lawsuits pending. Twitter's not alone in the tech recession, though. Stripe has also announced that it will lay off 14 percent of its employees, alongside a bevy of companies announcing hiring freezes, including Amazon and Lyft. We...

The slowest IPO month in over a decade is a hot topic in today's episode, dear listeners! Followed by an update on the Hong Kong stock exchange timed well in the year of the rabbit (that was a multiplication joke) and a revelation that artificial intelligence knows how much you are willing to pay for a plane ticket before you do! Also on deck are innovations from Rent the Runway and our upcoming R...

Happy Halloween, dear finance fans! This week, we have some scary cool tech topics to discuss, starting with Amazon's frightening freefall in talent retention. The en vogue expression for when someone is fired from a company? "We call that unregretted attrition," says Amazon via leaked documents. Read: Addition by subtraction. Pro-tip, Amazon: If you don't hire to nurture, employees are going to l...

Today, we're hanging with Shane and Kurtis, one of Brooklyn FI's financial planning associates! This week, Texas Pete's hot sauce may be in hot water. A Californian is not loving that the product is manufactured in North Carolina. We're conflicted by our interest in this story. Intel is set to lay off thousands as PC sales lag, Amazon Prime Day 2.0 fails to impress, and first-time marriages are up...

Join Shane and Veronica AJ as they cover the culture-shaking EU decision to adopt a universal charger requirement for smartphones, a recap of this week's XY Planning Network conference, and Lufthansa's new pseudo-ban on AirTags. Also on deck are the not-great Q3 IPO review, some hopeful prospects for Q4, and Warren Mason's definitely-happening Taco Hell SPAC. Parting thought is to look up and look...

Be warned, dear listeners: Spooks abound in this episode where we talk about horror movie-induced insomnia, attempting to join Delta Airlines' secret society, and seedy casino crawls. Then, we hit Intel's IPO for Mobileye, their autonomous driving technologies company, as we ask ourselves "how soon will the car become the chauffeur?" Remember the ice bucket challenge for ALS research back in 2014?...

What's up freaky finance podcast listeners. We've got a lot of gloom and doom baked into this episode's liquidity pie, but your hosts AJ and Shane take a good look at the silver linings. Who knows, maybe the Fed can achieve a soft landing and all this recession talk is nothing but spilled ink. We've got a profile of Zoho, a privately held $1B company that never took Sand Hill Road's money and a ne...

Welcome to another episode of everyone's favorite ramshackle financial podcast. Shane is out this week so we've got Mr. Kurtis in the hot seat. Big billionaire news this week as the founder of the puffy financial bro vest company Patagonia decides to give away his three billion dollar fortune. That's nice of him. Speaking of nice billionaires, we've got the Adobe acquisition of Figma for a cool $2...

In this episode we've got a delicious IPO: a small southern California ramen company listed this week. We look forward to slurping up those returns. Then we've got some sports news. Peloton's Chairman departed amidst poor post-pandemic performance for the stationary bike firm. In other bad sports money news, the New York Times has a deep dive into why tennis appears to be a poor economic performer...

It's Lord of the Rings day on the podcast! Elon Musk doesn't like the portrayal of men in the Rings of Power, well jokes on him, we haven't even met the race of men in Middle Earth yet. After the first five minutes of this episode, you'll wish you never even left the Shire. No surprises here but AJ does not agree with Elon Musk's take on the show. Then we get into some actual finance articles abou...

Shane and AJ are back at it! If you missed them, don't worry, they spend at least half the episode talking about themselves. But there is some meat on this bone. Blackrock can't make up its mind about whether it wants to stop climate change or make money in Texas. Then we've got some bad actors in the tax fraud and sexual harassment space. And we round out the episode with some great news for taxp...

Kate is in the hot seat this week while Shane is schmoosing with accountants at a conference in New Orleans. We love breaking news here on the podcast, and we got just that: Biden broke the internet with his student loan cancellation rollout. We have all the juicy details. Our hosts react to a guilty daughter struggling with supporting her mother financially. On other news, Chamath, an undisputed...

Oh brother! Shane is out at summer camp, so we've got everyone's favorite dude from Pennsylvania, Mr. John Owens on the mic with AJ. Our hosts are extra critical of Mark Andreessen's decision to invest $350 million into Adam Neumann's new real estate company Flow. You may remember Adam Neumann from his previous startup, WeWork, which is still limping along while Mr. Neumann left unscathed with mor...

On this week's episode of the Liquidity Event we have special guest Ryan Furlong, CFP and senior financial planner join Shane for a deep dive into the Inflation reduction Act and a review of this weeks crypto goofs. After forgetting to mention the $80bn that the IRS is getting to audit HENRYs the boys revisit the incoming CPA drought and all the reasons why your eyes bugged out when the waiter bro...

It's a long one folks. Our hosts are extra passionate about taxes and bronzer this week. Shane starts us off with some NFT optimism with the news that Muse will sell 1000 digital copies of their next album to lucky fans. Rock and Roll is the only feasible use case our hosts see for Non Fungible Tokens. Then we have the news that Glossier will be sold in Sephora stores which AJ thinks is a key indi...

In this week's episode of The Liquidity Event, our hosts are delirious from the summer heat, and you can sense their deliriousness. AJ's freshly inspired from attending an Equity Compensation conference (they do exist!) and Shane makes a sad attempt at innuendo. We have people getting hung out of windows and Janet "Yellin" Yellen trying to define the relationship with South Korea. Also, we finally...

On this episode of The Liquidity Event, our hosts are having too much fun. They admit they haven't read a book in weeks. So instead they will bore you with what's on the smart TV. Shane is watching Attack on Titan and AJ just finished The Gilded Age. Speaking of The Gilded Age, Google's stock split. That's good news for retail investors. Then we wrap up the show with the Frontier Airlines merger s...

Holy hell! The Liquidity Event made it to 50 episodes! If you stayed up for 24 hours straight, you still wouldn't even get through all the podcast episodes! To celebrate, we've got three hosts! In addition to AJ and Shane, we've got everyone's favorite ham, John Owens. In this episode, we're talking about the Elon Musk Twitter deal, the new CPA exam (yawn), the overall success of the PPP Loan prog...

It's hot and heavy in Brooklyn and these podcast hosts are here to roast boomer senators for only passing laws that benefit them. We're talking about the Secure Act 2.0 and a bill to expand the use of 529 college savings funds for retirement. While there are no IPOs to chat about, our hosts are staying entertained by some crazy s*** that went down in a SPAC merger at a Philippines casino. Finally,...

The squad is back at it but sadly there are no sexy IPOs to discuss. Instead, we've got more nanocaps, aka small potatoes. Speaking of potatoes, Elon Musk is pissed that Tesla got kicked off an ESG list. In other news, Earnst & Young is in deep trouble for allowing its auditors to cheat on ethics exams. It's a big yikes fest. Stick around till the end of the episode to hear one of the worst French...

AJs out munching on tea & crumpets so the Liquidity Event is blessed with guest house Mark Stancato, CFP, EA. The IPO market finally gets its first unicorn listing of 2022 with Ivanhoe Electric who makes a big bet on domestic production of copper to support the future of the electric vehicle market. Speaking of issues in the climate tech space, MicroStrategy makes an ill-timed bet on Bitcoin that...