Kingscrowd Podcast
Kingscrowd Podcast
Podcast Description
Kingscrowd Podcast is your go-to weekly show for all things online private markets. Hosted by serial investor and Kingscrowd VP of Product Brian Belley and retail private markets insider Scott Kitun, the show features the latest news, analysis, and insights from the fast-growing world of equity crowdfunding and retail private equity — with expert commentary from Kingscrowd analysts Léa Bouhelier-Gautreau and Teddy Lyons.
Podcast Insights
Content Themes
The podcast covers a variety of themes related to equity crowdfunding and retail private equity, with episodes discussing significant topics such as regulatory changes (e.g., potential shifts at the SEC), startup investment strategies amidst market volatility, and financial insights like tax implications for investors. For instance, episodes delve into the implications of Newsmax's Reg A+ IPO and how tariff changes are affecting U.S. climate tech startups.
Kingscrowd Podcast is your go-to weekly show for all things online private markets. Hosted by serial investor and Kingscrowd VP of Product Brian Belley and retail private markets insider Scott Kitun, the show features the latest news, analysis, and insights from the fast-growing world of equity crowdfunding and retail private equity — with expert commentary from Kingscrowd analysts Léa Bouhelier-Gautreau and Teddy Lyons.
Is this an AI bubble, or just the messy middle of a platform shift? Brian Belley and Scott Kitun dig into Michael Burry’s headline shorts and abrupt fund shutdown, big holders trimming AI exposure, and the mega-cap concentration now dominating public indices. Then they pivot to Kingscrowd data: AI-related Reg CF deal counts and dollars raised, how online private markets rhyme (but don’t mirror) VC/public cycles, and what consolidation plus looming tokenized liquidity could mean for retail. You’ll hear practical portfolio takes—when to skim gains, where infrastructure still matters, and why forced illiquidity can help private investors avoid bad timing. Clear-eyed nuance on risk, upside, and pacing—minus the hype.
Highlights include…
Burry’s shorts → fund shutdown: signal or noise?
Mega-cap concentration: index math and why it matters
AI “bubble or build-out?”: infra vs apps, power limits, capex fatigue
Kingscrowd data: AI-labeled Reg CF deals & capital over time
Public → private transmission: sentiment, flows, consolidation
Tokenization & future liquidity: pros, cons, and timelines
Portfolio tactics: skimming, diversification, and sizing
Disclaimer
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