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In this replay, I’m on the other side of the mic, as I’m interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appeared on the Investing in Startups podcast hosted by Joe, which I highly recommend you check out. Please enjoy this conversation with Joe Magyer.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:19) Overview of Canopy Capital
(00:00:44) The Evolution of Asset Management
(00:01:54) The Importance of Tax Individualized Investing
(00:02:44) Starting the Podcast Journey
(00:03:16) Crypto: From Skepticism to Interest
(00:04:18) Exploring Various Asset Classes
(00:06:08) Challenges and Rewards of Podcasting
(00:11:12) Competitiveness in Different Asset Classes
(00:16:38) Insights on Venture Capital
(00:22:59) Building a Venture-Backed Company
(00:24:18) The Founder’s Dilemma: Risk and Innovation
(00:25:17) A Career at Fidelity: Reflections and Decisions
(00:27:17) The Transition: From Intrapreneur to Entrepreneur
(00:30:21) Market Insights: The Fed and Economic Cycles
(00:36:27) Investment Strategies: Observing and Predicting
(00:39:40) Web3 and Crypto: Future Prospects
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Eric and Matt break down a strong third quarter that saw the S&P 500 climb 10%, leaving Liberation Day's tariff chaos behind. They explore the growing divide between wealthy asset owners feeling great and everyone else struggling with inflation, while examining why bonds are pricing in Fed rate cuts even as stocks surge. The conversation turns to the private markets boom and whether opening up private equity to retail 401(k) investors is a good idea or a disaster waiting to happen. Eric shares why AI companies are burning massive amounts of capital with unclear returns, yet may be impossible to bet against if they build a cult-like following. They note that credit markets still look healthy despite late-cycle warning signs, making this moment particularly unusual. A straightforward look at where we are in this cycle and what actually matters as we head into year-end.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:30) Economic Structures and Consumer Demand
(00:04:34) Tariffs and Their Impact on the Economy
(00:05:10) Travel and Leisure Sector Post-COVID
(00:07:44) Bond Market and Federal Reserve Actions
(00:16:34) Private Equity and Market Trends
(00:22:24) Retirement Funds and 401(k) Investments
(00:25:04) Concerns Over New Investment Vehicles
(00:26:51) Debates on Private and Public Assets
(00:30:14) Religious Investor Bases and Market Dynamics
(00:31:54) AI and Its Impact on Markets
(00:41:46) Social Media and Market Sentiment
(00:44:04) Concluding Thoughts on Markets and Society
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