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Value After Hours S05 E07: Resi Real Estate Apocalypse, Discretionary Spending, 40s / 70s inflation

The Acquirers Podcast

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Investing in a VC Fund

An interesting little piece out this morning from Verdade on what's the long run expected return for equities versus bonds. A lot of these VC firms towards the end were raising a lot of funds that they were plowing in very late stage, particularly in things like crypto and so on. They're going to look a little bit like ARK, which is public so people can see what that looks like. Were they going to be smoked in VC and they haven't been really investing in early stage?

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