The Meb Faber Show - Better Investing Rex Salisury, Cambrian - a16z Partner Turned Solo GP on Why He Believes Now is the Time for Fintech | #454
Nov 11, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 3min
How Did You Get Your Start in Venture Capital?
02:37 • 5min
Are You a Solo GP or a Community GP?
07:46 • 6min
How Do You Launch an ETF?
13:38 • 2min
Venture Capital - What's Going on in the World?
15:13 • 4min
What's Going to Shake Out in Venture Capital?
19:15 • 3min
Is the Base Case Now in the Public Space?
22:08 • 5min
FinTech
26:58 • 2min
What's the Range on the Market Caps and Checks for Pre-Seed?
29:16 • 3min
How's the Opportunity Set Looking for You?
32:07 • 2min
How Does YC Play a Role in the Venture Ecosystem?
34:23 • 3min
Are You Guys US Only for Now?
37:02 • 4min
Embedded Financing
41:00 • 3min
FinTech at the Intersection of HR Tech and FinTech?
43:41 • 5min
FinTech at the Intersection of Something Else
48:20 • 2min
Is There a Correlation Between Initial Conviction and Outperformance?
49:51 • 4min
LPs
53:47 • 2min
Is This the Charlotte Davidson?
55:49 • 2min
Cambria Shareholder Yield ETF - Slash SYLD
57:55 • 3min