In the 31st episode Twitter poster Compound248 joins to discuss his own background, and why he chooses to stay anonymous on Twitter. Plus explanations on venture and endowments, thoughts on Spotify compared to TV streaming, the Twitter whistleblower and Elon deal, and his experiences starting his own private investment fund.
(0:00) Intro
(0:52) Compound248’s Background
(4:24) Why be anonymous
(9:15) Responsibilities of asset allocation
(14:53) Why endowments led the way
(18:15) Science of asset allocation
(23:11) More triaging and less manager
(25:32) Venture is building, not buying
(30:06) Hypothetical endowment
(34:51) How much of your fund is tech
(37:51) The generalist is the patsy
(42:04) Spotify
(45:07) Spotify vs TV streaming
(50:30 Rap caviar
(54:34) Cash flow margin
(1:01:04) Twitter
(1:06:18) Twitter monetization
(1:15:45) Whistleblower
(1:20:27) Wrap up
Mixed and edited: Justin Hrabovsky
Produced: Andrew Nadeau and Rashad Assir
Executive Producer: Josh Machiz
Music: Griff Lawson
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About the Show
A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.
Executive Producer: Rashad Assir
Producer: Leah Clapper
Mixing and editing: Justin Hrabovsky
Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
🎙 Listen to the show
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839
Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1
Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
Follow on Socials
📸 Instagram - https://www.instagram.com/theloganbartlettshow
🐦 Twitter - https://twitter.com/loganbartshow
🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
