Betsy Cohen On Tech Investing and How SVB Fai...

The structured products business in the US has gotten very large recently — on track to hit $300 billion in sales this year. That they are all the rage means a once opaque financial product is getting a lot more attention. So what are structured products, exactly, and how are the ...  Show more

Earlier this year, cybersecurity researchers discovered a vulnerability in PHP, an open-source coding language used in roughly 70% of the world's websites, that had been lying dormant for a long time, and if exploited, could have led to disaster. And the researchers only understo ...  Show more

(0:00) Bestie intro! (1:57) Overview of the SVB collapse and bank run (17:53) Who or what is to blame? Debating venture debt (37:11) Contagion risk, second- and third-order effects, government backstops (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle ...  Show more

How low can tech go? The sharp sell-off in technology shares is one of the sector’s worst stretches in years. In our latest Exchanges at Goldman Sachs, Brook Dane, portfolio manager in Goldman Sachs Asset Management, and Peter Callahan, a U.S. TMT sector specialist in our Global ...  Show more

(0:00) Bestie intro! (1:35) Recapping the events of the past week (5:39) Understanding the banking crisis (32:55) Solving the global debt problem, righting the ship (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its grow ...  Show more