Public Markets

The public-markets topic covers public and near-public markets: US equities, historical market studies, quantitative strategies, pre-IPO shares, and the valuation of mega private companies like SpaceX. Host Raymond runs a USD public-market fund — this is his home turf. Recurring questions: how valuation actually works, how to tell a bubble from an overcorrection, and which products retail investors should and should not touch. Historical research is a specialty — for example, how US stocks actually performed through the two World Wars, which is more counterintuitive than most people expect.

3 edited conversations, newest first.