The Liquidity Event · 2026-05-14 · 37 min
AJ and Shane are back and gearing up for two weeks of back-to-back travel, a BKFi team retreat in New York and the launch of Gemifi at FPA NorCal in San Francisco. They kick off with the SEC proposal to move public companies from quarterly to semi-annual reporting and why the real story is what fewer reporting periods mean for employees with equity compensation and their trading windows. Then they dig into the government proposal to allow rent payments to count towards your credit score, who it actually helps, who it might hurt, and why the anticipated Anthropic IPO could do to San Francisco housing prices what the Meta IPO did in 2012. They close with a Wall Street Journal experiment where a reporter asked ChatGPT to build and manage a stock portfolio, and a Reddit question about whether it makes sense to have accounts at multiple brokerages. The AI got some things right, made some math errors, and completely missed the point of what a financial advisor actually does.
Bobby Bonilla Day, Sports Team Valuations and the Rise of Women's Sports - Episode 19454 / 100SpaceX IPO Day, AI Cybersecurity Risks and When an S Corp Actually Makes Sense - Episode 193Slumlord Training Camp, AI's Two Track Labor Market and the Nest Egg Protection Act - Episode 192The Economics of Egg Freezing, Fertility's Last Taboo and Building Cofertility with Special Guest, Lauren Makler - Episode 191Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool - Episode 190