41 min listen
EP 31: Anonymous Fintwit Personality Compound248 Joins to Talk LP Allocation Strategy, the Yale Model, Spotify and Twitter
EP 31: Anonymous Fintwit Personality Compound248 Joins to Talk LP Allocation Strategy, the Yale Model, Spotify and Twitter
ratings:
Length:
82 minutes
Released:
Aug 26, 2022
Format:
Podcast episode
Description
(0:00) Intro(0:52) Compound248’s Background(4:24) Why be anonymous(9:15) Responsibilities of asset allocation(14:53) Why endowments led the way(18:15) Science of asset allocation(23:11) More triaging and less manager(25:32) Venture is building, not buying(30:06) Hypothetical endowment(34:51) How much of your fund is tech(37:51) The generalist is the patsy(42:04) Spotify(45:07) Spotify vs TV streaming(50:30 Rap caviar(54:34) Cash flow margin(1:01:04) Twitter(1:06:18) Twitter monetization(1:15:45) Whistleblower(1:20:27) Wrap up Mixed and edited: Justin Hrabovsky Produced: Andrew Nadeau and Rashad Assir Executive Producer: Josh Machiz Music: Griff Lawson ? Listen to the showApple Podcasts: https://podcasts.apple.com/us/podcast...Spotify: https://open.spotify.com/show/5WqBqDb...Google Podcasts: https://podcasts.google.com/feed/aHR0... Follow on Socials? Instagram - https://instagram.com/cartoonavatars? Twitter - https://twitter.com/cartoonavatars? Clips on TikTok - https://www.tiktok.com/@cartoonavatars About the ShowA Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.
Released:
Aug 26, 2022
Format:
Podcast episode
Titles in the series (100)
EP 2: Wordle, Wordcels & Shape Rotators, Miami Tech, and FB Earnings: Wordle, Wordcels and Wondering about Miami tech. by The Logan Bartlett Show