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

On this week's episode of the Liquidity Event our hosts are excited that Millennials are finally getting some recognition for being highly functional adults, and all it took for the boomers to notice was an uptick in the younger generation wanting to draft their wills. Shane would like you to know that hit a grand slam playing sandlot baseball and AJ has a remedy for sore muscles. Also in the news...

It's a jam-packed episode of the show this week! The good: our hosts are stoked on the Samsara IPO. The bad: The IRS has seized more than 3.5 billion dollars in crypto assets this year. The ugly: the Better.com CEO fired 900 people over Zoom. Our hosts are excited by some science fiction shit come to life: it's called the Double Asteroid Redirection Test, or DART for short. Shane discovers an inte...

In this week's episode, we've got billionaires doing bad things, government officials acting like teenagers, and young CEOs struggling to scale. Our hosts have their eye on HashiCorp, a cloud computing company set to go public at a 14 billion dollar valuation this week. AJ has a theory about direct-to-consumer wine companies and Shane finds something interesting to say about infrastructure. This e...

This episode has no headlines or news. Our hosts take up all the minutes to reflect on the business they've grown over the past four years. If you are here for the IPO news and the headline hot takes, do not listen to this episode. Shane and AJ dive into the challenges and successes they've had as entrepreneurs and what keeps them up at night. It's sappy AF and ends with a bad 3-minute long joke....

This episode has it all: Lord of the Rings, astrology, deathstalker scorpions, and robo advisors. We didn't actually talk about Elon Musk for once. Our hosts are pumped about the Braze IPO and the upcoming Sweetgreen IPO. In other news, Google entered the bank space and then promptly evacuated because why would anyone trust the company that couldn't even get incognito browsing to work. There's spi...

We've got not one but two super successful IPOs this week: Expensify and Rivian. AJ loves Rivian so much she might marry the 100 billion company. Shane's here to assuage your inflation fears and remind you that the fed is here to save you. These tax nerds are nonplused about the IRS announcement of new tax brackets for 2022 because they expect the tax laws to change last minute. Finally, we've got...

This week our hosts do a deep dive into the Rivian IPO and by deep dive we mean a very brief skim of the S-1 with some not very funny banter thrown in. Rivian is an Amazon-backed company that's coming for Tesla's market share and we are here for this rivalry between Musk and Bezos. In other news, there's a global supply chain crisis so Shane's advice is to buy your holiday gifts early. AJ's CEO cr...

On this week's episode, the wealth tax on billionaires is so close we can almost taste it. Elon Musk's net worth jumped by a few billion dollars with the news that Hertz placed an order for 100,000 Teslas. Speaking of taxes, an article about a man using PPP loan money to buy a rare Pokemon card hit our hosts' inboxes hard. Our hosts love the show Succession and Shane gets shy about a Greg the Egg...

        In a special spooky Halloween episode, we find our hosts drunk on the sweet sweet flow of IPOs. This week alone we see Rent the Runway, WeWork, Solo Brands, Winc, Informatica, and more make their debut on the public markets. Shane does a deep dive into a fascinating SEC report on the whole Game Stop short-selling debable. AJ's CEO crush of the week is Emily Weiss of Glossier, though you wo...

This week is a little heavy on the Pokemon nerd stuff because AJ and Shane think they are Team Rocket. It's a big week for biotech IPOs and we've got Vita Coco and Gitlab making their public debut. Our hosts are not surprised to learn that the CEO of one of the world's largest banks has no kind words for bitcoin. Shane leads us down a dark path to discuss shadow inflation and the mood sours even m...

On this week's KILLER episode of the Liquidity Event, our hosts share some heartwarming personal details before diving into the week's headlines about fat bears and Orcs. We saw a bevy of biotech IPOs this week and the Brooklyn Public Library is no longer charging late fees. Our hosts discuss the power of evil accountants and we learn that Peter Jackson modeled an Orc after Harvey Weinstein. Shane...

On this week's show: Eminem is opening a restaurant in Detroit called Mom's Spaghetti. That's it, that's the podcast. We also cover the First Watch IPO and WeWork's second attempt at going public via SPAC. Shane and AJ are sick of the fear-mongering of the financial media when the market takes a tiny dip. Our hosts are also scared that Robinhood is taking its sus trading platform to college campus...

On this week's show: Google is buying an office building and will subsequently ruin New York City (read: make it into San Francisco). The Meme Stocks are in a league of their own and Shane is mad about it. Our hosts have a lively discussion about rats and then proceed to talk about how tax rates are going up for New Yorkers. The UK is leading the charge on green investing and that's cool because S...

On this week's show: hair product company Olaplex is going public and Inuit bought Mailchimp for $12 billion dollars. Our hosts are anxious/excited about the tax law changes coming up. The scam of the week is that the capital gains tax is going up from 20% to 25%, but the changes are retroactively effective as of Monday! WTF! AJ has no kind words for Allbirds wearers and answers a listener mail qu...

Welp, congress is finally ready to talk about how to actually PAY for the infrastructure bill and our hosts get spicy about governments and tax policy. They are begging for estate tax reform. With Japan always on their minds, AJ and Shane discuss how Princess Mako makes a populist move. There's also Bitcoin getting cred in El Salvador, Bill Ackman's SPAC-tacular fail, a new type of Oreo, and some...

Our hosts are bummed out that the social security trust fund is going to run out a year earlier due to Covid. AJ is mad about Theranos and Shane wants you to know he has an excellent skincare routine. August was a slow month for IPOs but our hosts are baffled that the Dole fruit company made its debut on the public markets 170 years after it was founded. The episode ends with an out-of-this-world...

On this week's episode of The Liquidity Event: AJ is reporting live from her favorite place on earth: Palm Springs. Shane wants to talk about #Vanlife and why influencers are hitting the road. AJ calls the "top" of the market with the news that European Wax Center went public - that's where you go to get unwanted hair removed. Our hosts have an awkward conversation about OnlyFans and take you thro...

On this week's episode of The Liquidity Event: AJ and Shane identify their favorite billionaires and why tax policy is so messed up. Our hosts talk about why they love payroll company Gusto and this insane story of remote workers having two full-time jobs. The show ends with some very lukewarm political takes and a discussion of the stock market's stellar performance since the pandemic bottom of M...

On this week's episode: AJ is in Los Angeles for the month and won't shut up about a burrito. Our hosts discuss the Robinhood IPO, the Barkbox SPAC, and other newly public companies. Shane explains the complexities of state and local income taxes (SALT) and shares a daring tax strategy. And finally, news of a new amendment that restricts tax credits for electric vehicles leaves our hosts on both s...

On this week's episode of The Liquidity Event: Bezos went to space for about five minutes and an Amazon exec goes to jail for insider trading. We cover the week's exciting news in the world of public tech companies. We dive deep into the Peter Theil Roth IRA scandal and come to terms with this brilliant abuse of the retirement system. AJ and Shane blame the Boomers for their problems. Notes and Li...

In this inaugural episode, co-hosts AJ and Shane share some personal background details and define what the Liquidity Event is all about. You'll learn about how Shane's tax background and AJ's journalism background lead them to found a wealth management firm and how that firm has transformed over the years. Our hosts get the taboo money stuff out of the way right off the rip by discussing their sa...

The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week's news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting. AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds o...