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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
01:30:10
Snipd AI
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.
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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.

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