E182: Lessons from 17 Years at Menlo Ventures...

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E373: What Most CIOs Get Wrong About Alpha

What if the best investment opportunities are the ones most investors avoid because they’re too hard, too small, or too inefficient to pursue? In this episode, I sit down with Raphael, Deputy CIO and Co-Leader of HighVista Strategies, to discuss the concept of “beautifully ineffi ... Show more

. 46min 47sec

E372: Why the Best Venture Investments Look Wrong Early

What if the best venture investments come from ignoring consensus and trusting your own taste before the market catches up? In this episode, I sit down with Maya Bakhai, Founding Partner of Spice Capital, to discuss how cultural intuition, narrative cycles, and conviction shape v ... Show more

. 48min 58sec

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