TEK2day Podcast

We had a conversation with Ken Bisconti and Bob Petrocchi who together co-lead Intralinks, an SS&C Technologies (tkr: SSNC) company. Intralinks is perhaps best known for its Virtual Data Room offering – “VDRPro“- part of a larger product portfolio that customers primarily use to securely manage M&A and related transactions. We covered a variety of topics including Intralinks’ customer value proposition across its three primary customer cohorts, go-to-market strategy, product offerings and more.

Our most recent TEK2day articles. In addition, check out our new Amazon Kindle book. Links below:

Amazon Kindle Book: “Stagflation Is Imminent”: https://www.amazon.com/gp/product/B091NB9V7M/ref=dbs_a_def_rwt_bibl_vppi_i0

PLM Software CEO Compensation Comparison: https://tek2day.com/2021/04/05/plm-software-ceo-compensation-comparison/

CEO Compensation Ought To Tightly Align With Company Performance: https://tek2day.com/2021/04/05/ceo-compensation-ought-to-tightly-align-with-company-performance/

Broadridge’s Acquisition of Itiviti. Nothing Is Cheap. https://tek2day.com/2021/04/03/broadridges-acquisition-of-itiviti-nothing-is-cheap/

Square, PayPal, and Apple Will Dominate A Digital Currency World: https://tek2day.com/2021/04/03/square-paypal-and-apple-will-dominate-a-digital-currency-world/

A Breakdown of Biden’s $2.3 Trillion Green New Deal: https://tek2day.com/2021/04/02/a-breakdown-of-bidens-2-3-trillion-green-new-deal/

Related TEK2day articles:

1.) The Ugliest Chart I Have Ever Seen: https://tek2day.com/2021/03/31/the-ugliest-chart-i-have-ever-seen/

2.) Stagflation Is Imminent (premium): https://tek2day.com/2021/03/30/stagflation-is-imminent/

3.) The Fed’s Options To Fight Inflation Are Limited: https://tek2day.com/2021/03/29/the-feds-options-to-fight-inflation-are-limited/

Selfish politicians over the past number of decades have led us to a point where generations to come will be paying down the U.S. Debt load. If you ask me it is too late to avoid a dollar crisis as we believe the U.S. will eventually default on its debt. Thank Bush, Obama, Trump and now clueless, selfish Joe Biden would plans to add $6-7 Trillion in new debt in 2021 alone.

We share our ideas as to how Biden ought to allocate his $3 Trillion Infrastructure program. A public-private partnership across two key areas makes sense: CyberSecurity and the Electric Grid. We have previously covered how Distributed Ledger Technologies ("DLT"), such as Blockchain could be used to replace legacy transaction processing systems from online payments to home and auto titling, to electronic healthcare records and more. In addition, we cover how The Fed seeks to control the money supply which does not bode well for Bitcoin and other cryptocurrencies over the long-term.

If you regularly listen to this podcast or read the pages of TEK2day you know that we are not fans of the debt-funded "stimulus" programs of Trump nor under Biden. These debt-funded, money printing efforts create havoc in the capital markets, engender moral hazard and have all sorts of unintended consequences. Let us not forget the amount of waste created by these "stimulus" programs which largely amount to politicians paying themselves vast sums of money to pursue various political initiatives geared to maintaining/gaining political power. The links below provide a breakdown of Biden's $1.9 Trillion COVID relief plan.

Read our TEK2day article here which includes a link to our COVID relief breakdown presentation: https://tek2day.com/2021/03/13/a-breakdown-of-bidens-debt-funded-covid-relief-program/

We cover our initial CEORater CEO Risk Report as well as the impact of rising Treasury yields on Technology M&A. Check out our related TEK2day articles below:

1.) More Inflation Is Coming: https://tek2day.com/2021/03/18/more-inflation-is-coming/

2.) Rising Yields Will Slow M&A Activity: https://tek2day.com/2021/03/16/rising-yields-will-slow-ma-activity/

3.) A More Hawkish Fed Is Not In The Cards This Year: https://tek2day.com/2021/03/15/the-fed-becoming-more-hawkish-is-not-in-the-cards-this-year/

4.) CEORater CEO Risk Report: https://tek2day.com/2021/03/15/ceorater-ceo-risk-report/

Is Salesforce COO Bret Taylor The Company’s Next CEO? Read our related TEK2day article here: https://tek2day.com/2021/03/10/is-salesforce-coo-bret-taylor-the-companys-next-ceo/

View CEORater's Bret Taylor profile here: https://www.ceorater.com/ceo/1847/10/Bret-Taylor

Read our related TEK2day article "Walmart E-Commerce Continues To Scale. A Spin-Off Could Unlock Shareholder Value." here: https://tek2day.com/2021/03/08/walmart-e-commerce-continues-to-scale-a-spin-off-could-unlock-shareholder-value/

Low labor participation, higher taxes and a large debt load translate to anemic long-term Real GDP growth.

Read our related TEK2day article here: https://tek2day.com/2021/03/06/brace-for-anemic-long-term-real-gdp-growth/