What podcasts say about initial public offering (IPO)
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about initial public offering (IPO)
29 statements · 6 positive · 14 negative · 2 mixed · 7 neutral
Investors seeking a quick IPO flip should not buy.
“The thing that I never do for any IPO is recommend a purchase for someone that's just looking to flip.”
Open the episode · Closing Bell 11/10/26Listen at 17:25
IPO oversubscription does not determine the eventual trading price.
“It's going to trade where it's going to trade.”
Open the episode · Nvidia’s Key Man ProblemListen at 24:04
Small offerings increasingly fail while giant offerings succeed.
“small IBOs can't be completed successfully, and the giant IBOs are being completed successfully”
Open the episode · Mike Green on Passive Flows, Market Concentration and What Could Change the CycleListen at 4:46
A $100 billion IPO pipeline will reduce system liquidity.
“there's still this $100 billion IPO coming down the pipeline, which is going to take liquidity out of the system”
Open the episode · #426 Danielle DiMartino Booth: Warsh Could Slam the Economy Into Recession — Fed Day ReactionListen at 8:25
Staged stock releases tied to price and volume can reduce drawdown risk.
“you can actually really mitigate the risk of drawdowns when you do that kind of careful titration of how. stock gets fed into the market.”
Open the episode · E447: Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look OvervaluedListen at 37:25
Companies use IPOs to obtain the highest possible proceeds from investors.
“The purpose of the IPO is to milk investors for the most money that they can get at the time of the IPO.”
Open the episode · Compressed Market Poised To Break Hard: The Key Question Is Which Way? | Lance RobertsListen at 22:43
Investors should evaluate IPO stocks after substantial declines from their opening price.
“My advice is very clear. That when you get a stock that's down substantially from where it opened, that's how you look at it.”
Open the episode · Mad Money w/ Jim Cramer 10/21/26Listen at 8:39
Shannon excludes IPOs valued below $200 million.
“If it's less than $200 million, I'm just not interested in the name.”
Open the episode · The Dead Simple Anchored VWAP Setup with Brian ShannonListen at 47:56
- Stephen McLennanPositiveOct 5, 2026· Capital Allocators – Inside the Institutional Investment Industry
Venture-company IPOs are viewed as beneficial portfolio milestones.
“a venture company going public is a feature, not a bug.”
Open the episode · Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)Listen at 35:36
- Stephen McLennanPositiveOct 5, 2026· Capital Allocators – Inside the Institutional Investment Industry
A venture company’s IPO is viewed as a favorable portfolio milestone.
“a venture company going public is a feature, not a bug”
Open the episode · Building the Total Portfolio at Ontario Teachers – Stephen McLennan (EP.518)Listen at 35:36
High volatility is unfavorable for taking companies public
“Volatility is actually the— volatile times are the worst times to take a company public.”
Open the episode · The Dots Are Here!Listen at 15:56
Investors demand larger IPO pricing discounts as interest rates rise
“they're demanding wide pricing discounts to offset rising interest rates.”
Open the episode · The Dots Are Here!Listen at 18:28
Most companies that pause IPOs historically never go public.
“Historically, the majority of companies that have paused their IPOs have never gone public.”
Open the episode · Anthropic’s Financials Revealed — The Losses Are StunningListen at 26:08
Companies may need $30–50 billion of value before pursuing an IPO.
“folks who wanna go IPO, they need to generate maybe more like $30, $50 billion worth of value before they consider an IPO.”
Open the episode · E435: Why Most Companies Aren’t Ready for AIListen at 4:16
A late-year IPO announcement has at least a 50% chance of slipping into the following year.
“my general thesis is that even in a good year, if you say you're going to go public late in the year, odds are at least 50% it won't happen that year”
Open the episode · The Hidden Recession Beneath The AI Bubble w/ Paul KedroskyListen at 56:07
IPO timing is highly sensitive to stock-market sentiment
“the IPO schedules are incredibly sensitive to stock market sentiment.”
Open the episode · OpenAI Says It’s Working With Anthropic, Google on AI SafetyListen at 5:01
Fraud involving complex IPO structures is more likely during massive bull markets.
“that type of stuff probably only happens during massive bull markets when there's incredible IPOs happening.”
Open the episode · Stocks Aren't as Expensive as You Think | WAYT?Listen at 27:23
Notable IPOs before SpaceX had nearly 10% average losses from offer prices.
“Weighted average loss is almost 10% from the offer price.”
Open the episode · Nvidia to Invest $3.5 Billion in Chipmaker MediaTekListen at 11:29
Most IPOs underperform during their first few years as public companies.
“most IPOs underperform for the first couple of years of going public.”
Open the episode · Cancer Vaccines & Data Center DramaListen at 26:18
Investors should evaluate IPO stocks after substantial declines from their opening price.
“when you get a stock that's down substantially from where it opened. That's how you look at it”
Open the episode · Mad Money w/ Jim Cramer 7/24/26Listen at 8:41
Smaller IPOs can provide companies currency for future acquisitions and secondary offerings.
“if you go out and you do $100 million IPO or a $50 million IPO and you can do a secondary”
Open the episode · Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?Listen at 5:07
IPOs should use auctions to achieve proper pricing.
“auctions are the way. And so it's not hard to price if you just do it the way it's supposed to be done.”
Open the episode · Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout QuarterListen at 1:36:08
An IPO begins distinguishing speculative voting from performance-based weighing.
“when you ipo, you start to sort out voting versus weighing.”
Open the episode · SpaceX IPO Day: What Wall St. and the media missed | E2300Listen at 12:46
An IPO is a milestone rather than a company’s ultimate destination.
“In the end, an ipo, I say this to the team all the time. It's a milestone. It is not a destination.”
Open the episode · OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on ComputeListen at 1:12
IPO share prices will decline when selling exceeds available buying demand.
“if the buyers and the bid is not there to fulfill all of the selling, then you're going to see the share price decline”
Open the episode · SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space OpportunityListen at 27:02
Excessive IPO supply can end the bull market.
“What can kill the bull? Too much supply.”
Open the episode · Mad Money w/ Jim Cramer 3/30/26Listen at 27:02
Current insider selling does not resemble dot-com-era dumping, though IPO supply is excessive.
“We have nothing like that now, although we still have too many deals for my taste.”
Open the episode · Mad Money w/ Jim Cramer 11/24/25Listen at 43:14
The current IPO market has too many deals.
“we still have too many deals for my taste.”
Open the episode · Mad Money w/ Jim Cramer 11/24/25Listen at 43:16
Investors should evaluate IPO stocks after substantial declines from opening prices.
“when you get a stock that's down substantially from where it opened, That's how you look at it”
Open the episode · Mad Money w/ Jim Cramer 11/7/25Listen at 8:31
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.