About this episode

This episode discusses the challenges investors face in distinguishing between excitement and opportunity while examining upcoming mega-IPOs and the importance of sticking to a financial plan.

Every investor faces the same challenge: distinguishing excitement from opportunity, learning lessons from your mistakes, and separating short-term impulses from long-term strategy. In this episode, we tackle all three as we examine the next wave of mega-IPOs, share financial lessons learned firsthand, and discuss why sticking to a plan can be harder—and more important—than it sounds. Companies like SpaceX, OpenAI, and Anthropic are expected to pursue public offerings at valuations that could...

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