Investing in a Space, but Finding the Community Within Refi

I think the biggest thing is just feeling more settled in myself and being able to actually come, I think, into the world from a deeper place. The way you look at a fund and your portfolio construction is like generally you're looking for every investment that you make. And so with that comes a certain expectation of how can any particular company or investment return the entire fund? So it's a game where you're really looking for who are the big winners and you're taking shots to find those big winners.

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app