The Meb Faber Show - Better Investing cover image

Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454

The Meb Faber Show - Better Investing

CHAPTER

LPs

Rex: I wish I could go back a decade ago and start marking all the deals that I've invested in, which is over about 350 now. Rex: Probably the best returns are by non consensus folks who find those deals. You'd be hard to underwrite though, because those are usually concentrated portfolios with a high degree of zeros and some real bangers.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner