Invest Like the Best with Patrick O'Shaughnessy Ben Savage – All Things Fintech Investing - [Invest Like the Best, EP.152]
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Dec 17, 2019 In this engaging discussion, Ben Savage, a partner at Clocktower Technology Ventures, dives deep into the dynamic fintech ecosystem. He highlights how technology is reshaping investment strategies, making previously non-investable assets accessible. Ben shares insights on the evolving landscape of asset management and the impact of innovations like blockchain and cryptocurrency. He also explores opportunities for startups to disrupt financial services with low-cost solutions. Throughout, he emphasizes the need for strategic focus to thrive in this fast-changing market.
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Market Evolution
- Think about markets and investing by considering extremes and how they evolve.
- Public vs. private markets is a modern regulatory artifact, with a future shift towards less liquid, less regulated markets.
GLD and ETFs
- GLD transformed gold investing by increasing liquidity and accessibility for retail investors.
- ETFs democratize institutional investment strategies, eventually impacting institutions themselves.
New Investable Assets
- Companies like StockX and Rally Road are making previously illiquid assets like sneakers and collectible cars investable.
- CircleUp allows investment in small-cap private consumer companies, changing risk profiles and increasing access.