Printing Money

Welcome to Printing Money Episode 42. Troy Jensen (Managing Director, Cantor) returns, joining Danny Piper (Managing Partner, NewCap) to review Q2 2026 publicly traded 3DP/AM company earnings reports. Troy’s quarterly appearances on Printing Money provide listeners with a consistent touchpoint to take the pulse of Wall Street’s outlook for 3D printing / additive manufacturing. The theme of Episode 42 is squarely a nod to growth in global manufacturing, nice timing for North America’s largest ma

Welcome to Printing Money Episode 41. Danny is joined for this episode by Daniel Johns. Dan has deep 3DP/AM industry experience with the likes of 3T, BEAMIT, Oerlikon, GKN, Airbus, and Howmet, and currently runs TAAG, an industrialization and investment platform. Episode 41 starts by looking at Dan Johns’ impressive career in 3DP/AM, at aerospace providers, service providers and now in an independent role. It’s a great backdrop for some holistic discussion on the evolution and state of the 3DP/

Welcome to Printing Money Episode 40. Matthias Schmidt-Lehr (AMPOWER, Executive Partner) joins Danny for this episode and we are very thankful to have him back. In Episode 40, Danny and Matthias approach markets and deals largely with AI in mind. AI is a huge enabler for the 3DP/AM industry, but in different ways for different parts of the industry. First, Danny and Matthias discuss the desktop 3DP/AM market with respect to industrial users and of course also with respect to AI. Then the discu

Welcome to Printing Money Episode 39, (or, “The one where they all went to market”). It’s that quarterly time, so Troy Jensen (Managing Director, Cantor Fitzgerald) joins Danny for a review and analysis of the Q1 2026 public 3DP/AM company earnings. Episode 39 opens with a nod to the recent spate of positive financings and M&A outcomes for 3DP/AM companies. Danny and Troy review the reasons for this, but they are sure to curb their enthusiasm as a mega-IPO cycle is imminent which could dry up l

Welcome to Printing Money Episode 38. Rajeev Kulkarni returns for this episode, and we find it hard to believe it’s been nearly two years since his first appearance. In the interim, one of Rajeev’s three focus-companies (Ackuretta) was acquired in a positive outcome and the other two (Axtra3D and Caracol) have experienced significant growth and fundraising. Episode 38 begins with a look at Rajeev’s career and current work. From there, Danny and Rajeev set the stage by reviewing last month’s RAP

Welcome to Printing Money Episode 37. Troy Jensen (Managing Director, Cantor Fitzgerald) returns for his quarterly analysis of the public company earnings reports, specifically Q4 2025. Nowadays, in terms of significant publicly traded 3DP/AM pure plays, that’s not so many, so Troy fine-tunes his approach in including public-related coverage of the privates. Episode 37 starts off with a summary look at 2025 and an enthusiastic nod to the beginning of 2026, as seen through the lens of AMS last m