10X Capital Podcast cover image

10X Capital Podcast

E12: Jamie Rhode on Why 95% of LPs Can Only Achieve a 10% IRR when the Mean Return is 50% IRR

Oct 2, 2023
49:44
Jamie Rhode, Principal at Verdis Investment Management, sits down with David Weisburd to discuss data-driven investing, compounding returns, Jamie's investing philosophy, and more.

We're proudly sponsored by AngelList, visit https://www.angellist.com/tlp if you’re ready to level up your startup or fund.

(0:00) Introduction to Jamie Rhode and data-driven investment (2:20) Leveraging long-term investment horizons and adverse selection (4:29) Building a venture capital portfolio with first principles (6:30) Understanding and applying the power law in venture capital (10:54) Strategies for avoiding adverse selection and evaluating investment results (15:32) Sponsor: AngelList (16:36) Reconciling different investment philosophies and criteria for evaluating GPs (22:46) Best practices for GPs and data sources for LPs decision-making (26:19) Diversified early stage venture exposure and the importance of compounding returns (30:48) Collaborating with favorite LPs and navigating groupthink (34:07) Exploring current opportunities in life sciences investment (38:01) Venture capital transparency and the OpenLP movement (40:17) Identifying leading indicators of successful venture investors (41:56) GP best practices for staying innovative (46:17) Advocating for changes in the venture and LP ecosystem (47:35) Discussing AngelList's role in legal process simplification (48:41) The collaborative nature of the investment industry and networking

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode