Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool — Episode 190 cover art

Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool — Episode 190

Carta's Equity Proposal, Oura Ring's IPO and Robinhood's AI Trading Tool — Episode 190

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IPO season is heating up and AJ and Shane West are back after a whirlwind few weeks that included a company retreat upstate, a client event in Williamsburg, the launch of Gemifi at FPA NorCal in San Francisco, and a pod of orcas off the coast of Seattle. In Episode 190 of The Liquidity Event, they dig into Carta's proposal to allow employees to contribute vested equity directly into a 401k or IRA, and whether it actually helps everyday startup employees or just adds another tax break for the wealthy. They also break down Oura Ring's confidential IPO filing, why wearable health tech is having a moment, and whether the growth story holds up once everyone who wants one already has one. Then it's on to Fidelity's Q1 2026 retirement analysis, which shows record high contributions to retirement accounts while the K-shaped economy quietly widens. Robinhood's new AI trading tool gets the full treatment, including whether letting a bot make credit card purchases is innovation or a liability waiting to happen. And AJ has thoughts on Phoebe Gates closing a $35.5 million oversubscribed Series A while calling herself a scrappy startup. Topics covered: Carta's proposal to put vested equity into 401k and IRA accountsOura Ring confidential IPO filing and the wearable health tech wave SpaceX IPO lockup period and what it means for employees with equity Anthropic confidential S1 and the 2026 IPO pipeline Fidelity Q1 2026 retirement analysis and record high 401k contributions Robinhood AI trading tool and using natural language to invest Phoebe Gates, nepo babies and a $35.5 million Series A Timestamps: 00:52 Shane West, the Mexico World Cup and two weeks of nonstop travel 02:52 Company retreat upstate, client events and the launch of Gemifi in San Francisco 05:16 Carta's proposal to contribute vested equity directly into a 401k or IRA 09:03 The steel man case for Carta's proposal and who it actually helps 11:54 Oura Ring files confidentially for IPO and the wearable health tech wave 15:38 Fidelity Q1 2026 retirement analysis and record high 401k contributions 18:43 43% of stock plan participants became first-time investors through equity comp 19:00 Robinhood lets customers use AI to trade stocks and make credit card purchases 23:26 SpaceX IPO lockup period, Anthropic S1 and the 2026 IPO pipeline 24:36 Phoebe Gates raises a $35.5 million Series A and says she is not a nepo baby 🔔 Subscribe to The Liquidity Event on YouTube: YouTube Channel 🌐 Learn more about Brooklyn FI financial planning: brooklynfi.com ✍️ Leave us a voicemail question for a future episode: memo.fm/theliquidityevent 📱 Follow Brooklyn FI: LinkedIn: / brooklyn-fi Instagram: / brooklyn_f.i
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