Today’s Talk Your Book is sponsored by VanEck:

To learn more about VanEck click here: vaneck.com/PrivateMarketsCompound

On today’s show, we discuss:

Why 2021 produced disconnected valuations for late-stage startups
How AI and reindustrialization are concentrating capital in a handful of winners
Why Unicorns are staying private for longer
Why secondaries have become a major release valve for locked up capital
How open-source models fit into the AI ecosystem

Animal Spirits:

Animal Spirits Podcast

Animal spirits is a show about markets, life, and investing. Join Michael Batnick and Ben Carlson as they talk about what they’re reading, writing, listening to and…

podcasts.thecompoundnews.com/show/animalspirits

Charts:

Check out our t-shirts, coffee mugs, and other swag here.

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