Chapter
Active Risk Management in the VC Market
09:47 - 16:23 (06:35)
The speaker shares their experience in the VC market during a four month period where they did more deals than any other four month period due to other investors not investing. They highlight the importance of active risk management in the private market, suggesting that it may be a good idea to focus on working with existing portfolios to raise capital, rather than investing in new companies.
Clips
The speaker believes that active risk management is crucial for private market investors and suggests they should focus on working with existing portfolios instead of investing in new companies to avoid investing in subpar companies.
09:47 - 13:15 (03:27)
Summary
The speaker believes that active risk management is crucial for private market investors and suggests they should focus on working with existing portfolios instead of investing in new companies to avoid investing in subpar companies. As a result, the speaker plans to decrease the number of new deals and increase focus on cashing up the current portfolio.
ChapterActive Risk Management in the VC Market
EpisodeE28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The VC market saw a surge during the four-month market downturn caused by COVID-19, creating unique opportunities for investors to make deals.
13:15 - 16:23 (03:07)
Summary
The VC market saw a surge during the four-month market downturn caused by COVID-19, creating unique opportunities for investors to make deals. However, investors need to carefully consider the companies they are investing in and the ever-changing market landscape.