AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
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?
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?
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode