Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

Thematic (Sector/Industry)

<ul><li>Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertising</li><li>Exploring the historical paradigms of data flow in digital advertising before and after the implementation of ATT</li><li>Examining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigm</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Interview with digital advertising expert Eric Suffert discussing Apple's app tracking transparency and its impact on digital advertisingExploring the historical paradigms of data flow in digital advertising before and after the implementation of ATTExamining the hub and spoke model and the mutual benefits for advertisers and platforms like Facebook in the previous paradigmThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

A Primer on Digital Advertising - [Making Markets, EP.49]

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

<ul>
<li>AI spending is fueling today's semiconductor market, as generative AI demand falls into place</li>
<li>Hyperscale datacenters are doing the bulk of today's spending as they invest in advance of demand</li>
<li>These investments are falling into question, and spending is likely to level off or drop in 2025, leading to a dramatic semiconductor downturn</li>
</ul>


AI spending is fueling today's semiconductor market, as generative AI demand falls into place
Hyperscale datacenters are doing the bulk of today's spending as they invest in advance of demand
These investments are falling into question, and spending is likely to level off or drop in 2025, leading to a dramatic semiconductor downturn


2025 High Conviction: AI Chip Spend Slows

Agri | Weather | Energy Transition, Mint Finance

Srinidhi Raghavendra

Agri | Weather | Energy Transition

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Cross Asset Strategy

<ul>
<li>SMRs enable decarbonization of electricity through low carbon heat and hydrogen production. Small Modular Reactors (SMRs) are advanced nuclear reactors.</li>
<li>SMRs are not new. They have been in design phase for long and not deployed at scale with cost being the primary hurdle.</li>
<li>By 2026 data centres are expected to hog &gt;1,000 TWh of electricity which is equivalent to the electricity consumption of Japan.</li>
</ul>


SMRs enable decarbonization of electricity through low carbon heat and hydrogen production. Small Modular Reactors (SMRs) are advanced nuclear reactors.
SMRs are not new. They have been in design phase for long and not deployed at scale with cost being the primary hurdle.
By 2026 data centres are expected to hog &gt;1,000 TWh of electricity which is equivalent to the electricity consumption of Japan.


Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs

Head of Research, IPOs & Placements, Aequitas Research

Sumeet Singh

Head of Research, IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

<ul>
<li>Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.</li>
<li>On the IPOs front, Indian deals continue to flow in, even as other markets have taken a breather ahead of US elections this week.</li>
<li>On the placements front, there weren't many large deals but we did look at a number of upcoming lockup expiries.</li>
</ul>


Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
On the IPOs front, Indian deals continue to flow in, even as other markets have taken a breather ahead of US elections this week.
On the placements front, there weren't many large deals but we did look at a number of upcoming lockup expiries.


ECM Weekly (4th Nov 2024) - Swiggy, Waaree, Afcons, TS Lines, Zeekr, Hyundai Marine, Indegene, TBO

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

Recognizing the importance and value-add of Factor Investing in fixed income, Lucror developed the Smart Quant Navigator (SQN), an intuitive platform that helps clients devise and implement factor-based strategies ranging from pure quant to active fundamental, with integrated ESG.

Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

Credit

<ul>
<li>In the US, September personal spending came in above estimates at 0.5% m-o-m (0.4% e / 0.3% revised p), while personal income edged up 0.3% m-o-m (0.3% e / 0.2% p).</li>
<li>Separately, the September PCE price index edged down to 2.1% y-o-y (2.1% e / 2.3% revised p), and was up 0.2% m-o-m (0.2% e / 0.1% p).</li>
<li>The core PCE price index rose 2.7% y-o-y (2.6% e / 2.7% p) and 0.3% m-o-m (0.3% e / 0.2% revised p). </li>
</ul>


In the US, September personal spending came in above estimates at 0.5% m-o-m (0.4% e / 0.3% revised p), while personal income edged up 0.3% m-o-m (0.3% e / 0.2% p).
Separately, the September PCE price index edged down to 2.1% y-o-y (2.1% e / 2.3% revised p), and was up 0.2% m-o-m (0.2% e / 0.1% p).
The core PCE price index rose 2.7% y-o-y (2.6% e / 2.7% p) and 0.3% m-o-m (0.3% e / 0.2% revised p). 


United States

Meta Platforms Inc. operates as a social technology company. The Company builds applications and technologies that help people connect, find communities, and grow businesses. meta Platform is also involved in advertisements, augmented and virtual reality.

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Meta Platforms (Facebook) (META US)

A Primer on Digital Advertising - [Making Markets, EP.49]

Eric Suffert, a renowned writer and commentator on digital advertising, delves into the impact of Apple's app tracking transparency, Meta's...

Web3 Breakdowns

2025 High Conviction: AI Chip Spend Slows

AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt...

Jim Handy

Energy Transition Requires Betting Big on Nuclear Starting Small with SMRs

SMRs are critical to energy transition. Not new. Just not deployed at scale yet. Keen to secure exposure to nuclear power industry. Tread...

Mint Finance

ECM Weekly (4th Nov 2024) - Swiggy, Waaree, Afcons, TS Lines, Zeekr, Hyundai Marine, Indegene, TBO

Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.

Sumeet Singh

Lucror Analytics - Morning Views Asia

In the US, September personal spending came in above estimates at 0.5% m-o-m (0.4% e / 0.3% revised p), while personal income edged up 0.3% m-o-m...

Lucror Analytics

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