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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
All-In with Chamath, Jason, Sacks & Friedberg
VC - Is There a High Correlation Portfolio?
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If you have a very low correlation, which touch would we have, you're less exposed to bad entry price because it wouldn't have been a bidding war to get into these companies. Interestingly, index seems to just follow benchmark and build girlies investments and blow into them. That seems to be the highest correlation. If I was a smart LP and I did this work, I'd be immediately knocking on index's door saying, can I put money in you?
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