The hottest Capital Markets Substack posts right now

And their main takeaways

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Long Take: Carta's misstep and exit from secondary markets point to a bigger problem

The Fintech Blueprint • 2181 implied HN points • 10 Jan 24

💼 Business Private Equity Capital Markets Stock Options

Cashflow or asset market value are ways to make money in finance.
Private companies often favor founders and professional investors over employees.
Secondary markets for private equity can be complex and restrictive for employees.

Thinking about Writing Down your Investment?

SaaS Engineering • 137 implied HN points • 07 Jan 24

💰 Finance Investments Venture Capital Startups Valuation Capital Markets

Understanding the difference between preferred and common stock is crucial for calculating holding values.
Writing down investments only makes sense if a company's value decreases below the size of its liquidation preference relative to the investment.
High valuations may not always benefit investors due to misaligned incentives, especially in scenarios where the company's valuation is higher than its true worth.

Credit Suisse's AT1s & Bank Capital in Crisis

Without Warning • 176 implied HN points • 03 Apr 23

💰 Finance Banking Investing Capital Markets Financial Crisis Government Regulation

Credit Suisse's AT1 bonds were wiped out in a crisis, affecting the market
AT1 bondholders had a unique position in the banking structure, impacting market perceptions
Maintaining shareholder value and key employees is crucial for a bank's survival and stability

#160 – Multiplying By Zero

Below the Line from Kevin LaBuz • 7 implied HN points • 28 Jan 24

💼 Business Finance Economics Tech Layoffs Capital Markets

Compounding is vital for success, don't interrupt it with too much debt.
Survival is a must for growth.
Tech companies often face layoffs during shifts in the market and debt can be a huge risk.

What SVB really means for climate tech

Climate Money • 78 implied HN points • 29 Mar 23

💰 Finance Capital Markets Climate tech Liquidity

SVB's collapse impacts capital markets, leading to fear and hesitation in committing funds.
Climate tech companies are disproportionately affected by the liquidity crunch due to their capital needs and revenue profiles.
Founders in the climate tech space should be prepared for higher financing risk and seek alternative forms of capital.

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Pesky Inflation

The Transcript • 19 implied HN points • 27 Feb 23

💰 Finance Economics Inflation Monetary Policy Capital Markets Federal Reserve

Inflation is showing resilience similar to consumers, creating challenges for the Fed.
This poses a problem for the Fed's goal of reaching 2% inflation.
The capital markets are affected as they expected the end of tighter monetary policies.

The Turning Point

Equal Ventures • 19 implied HN points • 08 Jan 21

🕹 Technology Innovation Capital Markets Democracy Society History

Innovation cycles start with epochal events and lead to wealth accumulation, societal disruption, and increased wealth gaps.
During Turning Points, society becomes contentious with growing inequality, political polarization, and historic patterns of chaos.
The future may bring either a Golden Age of broad prosperity or a darker path of dismantling institutions, emphasizing the need for historical understanding and empathy.