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

Shane and AJ are back at it after a few weeks of travel. The IPO market is still dry as the Mojave Desert in July so there are no new exciting S-1 to devour. We do have a synthetic diamond company poised to go public and try to disrupt the 80 billion dollar diamond industry by selling stones grown in a lab. In other news, we've got layoffs in tech, hedge funds getting wrecked, and some news about...

Welcome to episode 45 of the liquidity event. Let's hope this episode is better than our 45th president. We've got an extra special co-host with week: Katelyn Murray, financial planner extraordinaire at Brooklyn FI. On the pod our hosts are excited about more equitable equity plans spearheaded by private equity giant KKR. Our hosts are super disappointed by Wells Fargo, again. Last time, it was fa...

If you've ever worked at a start-up or are considering founding one, this episode is a must-listen. With Shane on vacation visiting our National Parks, we've got start-up lawyer extraordinaire Bobby Weinberger as a guest co-host. We talk through the ins and outs of being an employee at a startup and what to ask for when it comes to negotiating a new contract. Bobby's got some sweet wisdom for foun...

On this special episode of the show, our hosts are in Portland, Oregon on the semi-annual Brooklyn FI company retreat. Let's be honest, our hosts are having too much fun. The IPO market continues to be soft and the stock market is experiencing volatility that reminds some pundits of the March 2020 dip. We've got Elon and Twitter, a very generous gift from Snapchat founder Evan Spiegal, and a man w...

In this extra-long episode of The Liquidity Event, our hosts find themselves down a Bitcoin rabbit hole. There's the news that a stable coin that was supposed to be stable took a fantastic dive and created panic amongst investors. Not a good look. We've got not one, but two electric vehicle companies going public this week. These are small fish compared to Tesla and Rivian, but mighty nonetheless....

Shane's back from Mexico and the world appears to be falling apart. The hedgefund dude who shorted GameStop and was bested by Redditors walked back a light promise to give investors their money back. Our hosts predict the mid-term elections will dictate student loan forgiveness and borrowers will hopefully see some much-deserved relief. We've got a big olde IPO in Bausch + Lomb, the eyecare suppli...

In this episode of the Liquidity Event, we've got Shane on vacation and John in the hot seat. We've got tons of scams this week. Mortgage scams, NFT scams, bitcoin scams, 401(k) scams, and more. Brex made a very interesting acquisition of Pry, a financial forecasting company aimed at early-stage start-ups. Also in the news is that news organization CNN is killing their short-lived CNN+ streaming s...

Today is our birthday! This week's episode is filled with fun jabs at billionaires and financial knowledge that's mostly useless to you. We've got news stories on AriZona iced tea, old ladies, Elon Musk, and Airbnb cleaning fees. And you know it wouldn't be The Liquidity Event without a rant about the IRS. This one is celebratory. Links As inflation soars, how is AriZona iced tea still 99 cents? W...

Welp! We finally have a big olde IPO in 2022 folks! Excelerated Energy Energy, a Texas-based natural gas company took advantage of market fears around rising gasoline prices to have a very successful IPO on Tuesday. We've got the first successful Amazon union at a warehouse in Staten Island. And in other union-ish news, Etsy sellers are not happy with the company's decision to raise their transact...

There are big changes afoot in the retirement space and Roths are about to get a big glow-up. Our hosts discuss the SECURE ACT 2.0 and the implications for boomers and millennials alike. Student loans are back in the news with payments and interest on pause through August 31st which leads us to believe there may be forgiveness in the future. We've got a killer interview with French economic bad-bo...

In this week's episode, The Onion weighs in on the housing market and England's first witch gets to write off her spells on her tax forms. We've got OnlyFans making a second attempt at going public via SPAC, good for them. In the IPO space, we finally have a little action: a teeny tiny company in California called Hempacco filed their S-1 last week with just over a million dollars in revenue last...

Another week, another lifeless IPO market. Come on tech bros! Get it together. Our hosts are back on their soapbox and ranting and raving about clients who won't sell their dang stock just because they don't like the price. There's the awful news that romance scams reached a 5-year high, made even more popular by the devious Tinder Swindler. Folks, never send a wire to someone you don't know. Spea...

In this episode of the Liquidity Event we've got inflation fears, interest rates spikes, 3D printed homes, another Grimes baby, gin martinis, and Dolly Parton. And that's just the first ten minutes. With the IPO market a little slow, our hosts are left with the scraps of the internet. Wall Street is kvetching about a 0.25% interest rate hike and our hosts display their disdain for fear-mongering....

Our hosts are caffeinated and extra silly today. There's the ongoing war in Ukraine which is just heartbreaking. Some slightly good news though, the company Grammarly that fixes all of our typos and spelling errors is donating millions to relief efforts. We've also got Pfizer executives pretending they didn't know the stock price was going to up when vaccines got announced, 323 million in stolen E...

On this episode, we've got a flaccid IPO market and some somber news out of Ukraine. AJ is back and mad at the IRS, but not as mad as John and Shane were last week. We've got tech companies in a hiring crisis, a town in Indiana luring tech workers with free grandparents, and many other shenanigans. We've also got Russian oligarchs skirting sanctions with all their assets in crypto. Yikes. This one...

On this extra special episode our hosts are talking about the sad state of the IRS. The entity that collects revenue for our great country is underfunded, understaffed, and out of time. It's tax season and the IRS still hasn't processed millions of returns from last year. That's a big yikes. AJ is out this week so we've got the one and only John Owens to go deep on what's wrong with the tax system...

The Liquidity Event turns 30 today! That's 30 episodes in the can folks! Our hosts are a little loose this week and may have some extra lukewarm takes. We've got the Joe Rogan controversy at Spotify and the tech giants Alphabet, Amazon, and Apple laying on some sweet sweet RSUs bonuses to keep employees from quitting. AJ bows down to the reigning queen of our hearts Dolly Parton and admits that sh...

Our hosts are extra silly this week in Palm Springs. They've got GameStop entering the NFT space and SpaceX satellites blowing up in space due to geothermal storms. Also in the news is the housing crisis. Shane thinks AJ is making a foolish real estate purchase and he might be right. Speaking of foolish purchases, Frontier Airlines will buy Spirit Airlines. Just kidding, that's not necessarily a f...

Welp, the good news is that the US economy is going strong but the rest of the story isn't so rosy. Our hosts are hung up on taxation in the metaverse and how sales tax will impact the buying and selling of NFTs, aka things that don't exist. AJ is bummed that Glossier laid off a third of its workforce and Shane is incredulous that there's a restaurant in Los Angeles that caters to pets. It's in Si...

On this week's show, our hosts are unphased by market volatility. Of course it's concerning and scary but AJ and Shane urge you to keep your head on your shoulders. There's been some scary talk with rising interest rates and some pullback on outsized IPO valuations. Yeesh. We've also got the news that Acorns is getting into the Robinhood business of making it very easy for retail investors to trad...

On this week's episode of the Liquidity Event we've got like five different stories about Microsoft. The 46-year old tech company recently acquired Activision Blizzard and plans to expand further in the gaming space. Microsoft is also losing its augmented reality talent to Meta (FKA Facebook). Shane is a gamer at heart and you can see the tears of joy in his eyes as he looks at how dope the near f...

If you like mattress puns, this is the episode for you. MattressFirm, the 34-year-old retailer is finally going public. The rest of the IPO market is kinda soft though as we saw with the postponement of the Justworks IPO. In other news, Shane is excited about beyond meat nuggets at KFC but AJ won't shut up about a superior fake meat product called Nuggs. We've got Kim Kardashian in trouble for say...

After a one-episode hiatus, your boy Shane is back in the saddle. On this week's episode, our hosts are hung up on the Elizabeth Holmes verdict. She's guilty by the way. AJ is also guilty of enjoying Eric Wareheim's canned natural wine from Mendocino county. Shane drops some tax knowledge surrounding a strange recommendation that you actually do in fact need to report stolen property as income on...

Shane is glamping somewhere in White Sands national park so we've got a very special guest host today - Mr. John Owens, Brooklyn FI's newly minted director of financial planning. With Shane out of the way, our hosts focus on the things that matter: an electric powerboat company, beef farmers getting shafted, and some heartwarming news about a 3D printed home. John has some commentary on the perfor...

On this week's hot tamale of an episode, our hosts are obsessed with an Olive Garden NFT that has to be a joke. We've also got Justwork's S-1 filing which promises to be one of the more interesting IPOs of early 2022. In the bad actor space, we have JP Morgan employees skirting regulars on WhatsApp and Trump's accountant is in trouble for not disclosing a loan. AJ is excited about the 20th anniver...