Forward Guidance
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
Jun 20, 2024
Fabrice Grinda, a venture capitalist, discusses macroeconomics, VC bubbles, and geopolitical threats. He emphasizes the risk of raising too much money at high valuations. Grinda also explores his investments in the U.S. and crypto, touching on stablecoins and regulatory compliance. Additionally, he delves into AI in public and private markets, highlighting potential beneficiaries in the industry.
01:30:10
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Consider macro cycles for VC investments; cautious entry/exit points crucial.
- Best VC investments post-recession; timing aligns with economic downturns.
Deep dives
Macro-Financial Analysis and Investing Strategies
Understanding how macroeconomics impacts investing, entrepreneur Fabrice Grinda discusses the importance of considering macro cycles when investing in venture capital. During periods of loose fiscal and monetary policies leading to asset price inflation, Grinda emphasizes the significance of entry and exit price points, advocating for a cautious approach based on market conditions.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
