EPISODE · Jun 9, 2026 · 6 MIN
IPO Window Reopens: Why Private Equity Looks Attractive Again
from Schwab Network · host Schwab Network
Patrick Kennedy of All Source Investment Management says the reopening of the IPO window boosts the case for private equity, with Reddit (RDDT) highlighting retail demand. He warns of post-lockup pressure like Uber Technologies (UBER) and sees AI-driven dispersion creating long/short opportunities across Alphabet (GOOGL), Amazon (AMZN), and smaller disruptors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Patrick Kennedy of All Source Investment Management says the reopening of the IPO window boosts the case for private equity, with Reddit (RDDT) highlighting retail demand. He warns of post-lockup pressure like Uber Technologies (UBER) and sees AI-driven dispersion creating long/short opportunities across Alphabet (GOOGL), Amazon (AMZN), and smaller disruptors.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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IPO Window Reopens: Why Private Equity Looks Attractive Again
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