The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: Altimeter's Brad Gerstner on Why Supercycles and the Powerlaw is the Most Important Thing In Investing, Why Portfolio Diversification is the Opposite of Risk Mitigation and The #1 Question Brad Asks All New Recruits

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

00:00

Navigating Investment Supercycles

This chapter examines the strategic mindset required for successful investing by focusing on super cycles and market creation. The discussion highlights the importance of recognizing market leaders, confronting biases, and understanding pricing sensitivity in investment decisions. It emphasizes the impact of fluctuating interest rates and the necessity of aligning with limited partners while adapting to changing market conditions.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app