79 episodes

The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting.

AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have a deep skepticism of the traditional financial services industry. They’ll dish about the tools they use to help their clients and give you a look under the hood of how they run their modern, tech-forward wealth management firm.

Whether you've got worthless stock options or work for a company about to go public at a 10-billion dollar valuation, every Monday morning your hosts will demystify the headlines and take you through the money stuff that matters – like a diversified portfolio and getting to financial independence as fast as possible.

Warning: There may be swearing and lukewarm takes. Learn more at Brooklynfi.com/podcast and subscribe to hear new episodes Monday mornings.

The Liquidity Event Brooklyn FI

    • Business
    • 5.0 • 8 Ratings

The Liquidity Event is a show about all things personal finance with a laser focus on equity compensation. Your hosts AJ and Shane will take you through the week’s news on #fintech, IPOs, SPACs, founder wins and fails, crypto, and whatever else these two nerds think is interesting.

AJ and Shane are the financial advisors behind wealth management and tax firm Brooklyn FI, and have helped hundreds of clients plan for successful exits and financial independence. As proud millennials, they have a deep skepticism of the traditional financial services industry. They’ll dish about the tools they use to help their clients and give you a look under the hood of how they run their modern, tech-forward wealth management firm.

Whether you've got worthless stock options or work for a company about to go public at a 10-billion dollar valuation, every Monday morning your hosts will demystify the headlines and take you through the money stuff that matters – like a diversified portfolio and getting to financial independence as fast as possible.

Warning: There may be swearing and lukewarm takes. Learn more at Brooklynfi.com/podcast and subscribe to hear new episodes Monday mornings.

    ChatGPT, More Layoffs, and WALL-E

    ChatGPT, More Layoffs, and WALL-E

    Welcome back, dear listeners! Your hosts AJ and Shane are here with the week's financial news. Here's what's on deck: ChatGPT parent OpenAI's valuation has nearly doubled and the company is coming for Google's lunch. Speaking of Google and lunch, we hear Larry Page and Sergey Brin were called back to HQ to help win the AI race. If you haven't seen WALL-E, don't listen to this episode. There's more! With one hand Microsoft is increasing investment in AI to the tune of ten billion dollars and laying off 10,000 people with the other. What a time to be alive. Don't forget: You can easily leave a message with a question to be answered during the show at memo.fm/theliquidityevent. We love hearing from you!
    Links
    ChatGPT looking at $29B Valuation
    That Microsoft deal isn’t exclusive, video is coming and more from OpenAI CEO Sam Altman
    Google Calls In Help From Larry Page and Sergey Brin for A.I. Fight
    Microsoft announces new multibillion-dollar investment in ChatGPT-maker OpenAI
    How ChatGPT Will Destabilize White-Collar Work
    Microsoft is laying off 10,000 employees
    Microsoft Joins Wave of Tech Layoffs as Slowdown Spreads
    Why Are Tech Companies Laying off so many people
    How Apple Has Avoided Layoffs, No Free Lunches
     
    Want to know more about working with BrooklynFI, contact us here 

    • 29 min
    Value for Nothing

    Value for Nothing

    Shane and AJ are back in full force this week with post-retreat energy and real talk on crypto, ChatGPT being used by hackers to write malware, semi-sentient AI, and the inevitability of mankind's demise. You'll also hear about plagiarism and grilled cheese. Listen up and only share this episode with the coolest people you know. Links
    Crypto Was Always Smoke and Mirrors
    Hackers are using ChatGPT to write malware
    OpenAI begins piloting ChatGPT Professional, a premium version of its viral chatbot
    A college student created an app that can tell whether AI wrote an essay
    JP Morgan Says Startup Founder Used Millions Of Fake Customers To Dupe It Into An Acquisition
    Goldman to Cut About 3,200 Jobs This Week After Cost Review
    Wall Street’s Lucrative Leveraged-Debt Machine Is Breaking Down
    Wall Street’s Big Banks Score $1 Trillion of Profit in a Decade
    Kathleen Moriarty, aka ‘Spider Woman,’ Helped Launch Exchange-Traded Funds
     
    Want to know more about working with BrooklynFI, contact us here 

    • 31 min
    Aaand we're back!

    Aaand we're back!

    Shane and AJ have missed each other and missed our listeners even more. In this episode we'll find more awful tech layoff news, a floppy IPO from Mattress Firm, a cruise ship living update, and some insight on our upcoming BKFi retreat in beautiful sunny Los Angeles, California. Correction: there is historic flooding in Los Angeles, CA and our whole team is soggy. Enjoy episode 76 of the Liquidity Event! A very fine episode indeed!
     
    A Breach at LastPass Has Password Lessons for Us All  Salesforce is cutting 10% of its personnel, more than 7.000 employees 28-year-old buys cruise ship apartment because its less than renting and he can see the world Amazon is Said to Plan to Lay Off Thousands of Employees U.S. Moves to Bar Noncompte Agreements in Labor Contracts  
    Want to know more about working with BrooklynFI, contact us here 

    • 30 min
    New Year, Same Me

    New Year, Same Me

    It's the first episode of the year, dear listeners! AJ Ayers and guest host John Owens talk about the upcoming BKFi retreat, new year's resolutions, Binance's pending $1 billion acquisition of bankrupt crypto lender Voyager Digital, offshore (cruise ship) living, and the comprehensiveness of Secure Act 2.0. Don't miss the quick takes on the veritable bounty of information coming out of that! In other news, the Salton Sea has emerged as the center of the Lithium race, with competing companies seeking mining rights. And worthless NFTs might just be valuable as tax-loss harvesting vehicles. Who doesn't love a bad investment? Finally, you'll hear about why so many accountants are quitting, despite the exceedingly high demand for them. Stay tuned!
    Links
    Binance.US to acquire bankrupt crypto exchange Voyager’s assets for $1 billion, weeks after planned FTX deal failed
    28-year-old buys cruise ship apartment because it's less than renting and he can see the world
    The Secure Act 2.0, The RMD Age Change, And The Risk Of A Reverse Nudge
    Why So Many Accountants Are Quitting
    Trump Tax Returns Undermine His Image as a Successful Entrepreneur
    Loyal raises $27M, aims to give dog owners more time with their pets
    Tax-Loss Harvesting Platform Unsellable is Building ‘The World's Largest Collection of Worthless NFTs
    The Lithium Race Takes Shape in the Salton Sea
     
    Want to know more about working with BrooklynFI, contact us here 

    • 30 min
    Don't Chase the Dragon

    Don't Chase the Dragon

    AJ and John close out the year with some shocking stats on IPOs, the biggest scam of 2022 (Hint: SBF), new year's financial resolutions, and much more!
    Links
    Renaissance Capital's 2022 US IPO Market Review
    Worst Scam of 2022: SBF + FTX How Sam Bankman-Fried swindled $8 billion in customer money, according to federal prosecutors
    Best last laugh: Dogecoin
     
    Want to know more about working with BrooklynFI, contact us here 

    • 30 min
    Trains, Space Planes, and E-Scooters

    Trains, Space Planes, and E-Scooters

    Guest host and software developer Matt Phair joins AJ this week to talk about e-scooter manufacturer VinFast's brand-new IPO filing, SpaceX's tender offer, ChatGPT and artificial intelligence, Amtrak's new Airo trains, and more! In podcast news, it's easier than ever to drop us a message: Record a quick question for us at memo.fm/theliquidityevent and you may be featured on an upcoming show. This is the second-to-last episode of the year, dear listeners. Get ready for a bangin' 2023!
     
    Want to know more about working with BrooklynFI, contact us here 

    • 29 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

eahiv ,

The opposite of stuffy

Be careful what podcast you play after this one. It will seem boring in comparison! Full of fun and information.

Lily B-D ,

Yes pls

Good finance content and witty hosts and miscellaneous enjoyable tidbits abt burritos, LOTR, and beverage choices.

DavidYarus ,

LOVE (for real)

I love how relatable, sharp, smart, FUNNY, and legit deeply informative and educational these two and the content they put out can be. So excited for future episodes and stoked about the podcast in general! Thanks for doing what y’all do! Forreal. 🙏🏼🤓📈

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