NZS Capital Part II: What’s Going on in Today’s Markets? (Plus more Semiconductors!)
02/04/22 • 73 min
Back by popular “Acquired demand” (plus we really wanted to have this conversation for our own edification!!), friends of the pod NZS Capital return to talk about what’s going with the current market gyrations, and for a much-needed refresher on how to invest when — surprise — knowing the future is still an impossible task. As always we left this conversation with renewed appreciation for the NZS approach and the utility of their resiliency + optionality mental model. This is not one to miss!
Sponsors:
- Statsig: https://bit.ly/acquiredstatsig24
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Back by popular “Acquired demand” (plus we really wanted to have this conversation for our own edification!!), friends of the pod NZS Capital return to talk about what’s going with the current market gyrations, and for a much-needed refresher on how to invest when — surprise — knowing the future is still an impossible task. As always we left this conversation with renewed appreciation for the NZS approach and the utility of their resiliency + optionality mental model. This is not one to miss!
Sponsors:
- Statsig: https://bit.ly/acquiredstatsig24
\
Previous Episode
Race Capital, Crypto Investing, and FTX + Solana’s Early Days
It has been dubbed "one of the best venture investments of all time" by Packy McCormick, generating over a 4000X return in 3-and-a-half years. Today, we are talking with Chris McCann and Edith Yeung, the earliest investors in Solana, and partners at Race Capital. They also unbelievably were the earliest investors in FTX and started Race Capital in the midst of crypto winter!
On this episode, we talk with Edith and Chris about the stories behind both of those investments and their views on what's next in crypto from their vantage point in the center of the ecosystem.
Links:
The Generalist's FTX piece with Race Capital's Public Investment Memo
Picture: Chris and Edith with Jihan Wu, Founder of Bitmain
Picture: Edith with Anatoly (Solana founder) and Min Kim (ICON co-founder)
Sponsors:
- Statsig: https://bit.ly/acquiredstatsig24
Next Episode
10-K Diver: Building a Top Fintwit Account and Teaching Finance Principles to Everyone (Pseudonymously!)
Get a cup of coffee. We sit down with the voice of one of our favorite Twitter accounts, 10-K Diver, to talk about his journey building one of the most widely followed (and respected!) fintwit accounts out there. We had a blast and — of course — learned a ton from one of the greats!!
You can get this episode in your favorite podcast player here!
Sponsors:
- Statsig: https://bit.ly/acquiredstatsig24
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