The IO Podcast: Investor + Operator cover image

Leading a $1B Revenue Startup AND $1.8B VC Firm – A convo w/ Arjun Sethi (Tribe Capital + Kraken)

The IO Podcast: Investor + Operator

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Navigating Market Cycles and Investment Fundamentals

This chapter explores the complexities of market cycles and their influence on company valuations, stressing the contrast between intrinsic and options value. It advocates for intelligent risk management and encourages a balanced perspective in navigating investment opportunities amidst fluctuating market trends.

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