Episode 65 - IPOs Explained
27:38
Isaac Pisarczyk & Brayden Disbrow
In this returning episode of The Momentous Wealth Podcast, hosts Isaac Pisarczyk and Brayden Disbrow break down everything you need to know about Initial Public Offerings (IPOs). From the seven-step IPO process to the role of underwriters, pricing, and SEC review, we cover the technical mechanics behind going public. We also dive into the investor side — due diligence, lockup periods, volatility, and when new IPOs join indexes like the S&P 500. With companies like SpaceX, OpenAI, and Anthropic making headlines, there's no better time to get educated. Tune in for a clear, relatable guide to navigating the world of IPOs!
Sources:
Charles Schwab – "What Is an IPO? Initial Public Offerings Explained"
Charles Schwab – "What to Know About IPOs"
Fidelity – "Investing in IPOs"
Fidelity – "How to Participate in an IPO"
SoFi – "What Is the IPO Process?"
SoFi – "Navigating the IPO Lock-Up Period"
Vanguard – "Help Clients Stay Grounded on Moonshot IPOs"
