Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
Introduction
00:00 • 2min
The Rare Investor
01:39 • 2min
The Importance of Partnering With Entrepreneurs
03:12 • 2min
The Advantages of Being a Broad-Based Investor
05:25 • 4min
The Contrarian Approach to Investing
09:43 • 2min
Why Aren't Other Private Equity Funds Following That Model?
11:50 • 2min
The Importance of Characteristics in Investing
14:00 • 2min
How to Be a Partner to Entrepreneurs
15:33 • 3min
How Fundrise Can Help You Raise Capital
18:24 • 3min
The Importance of Cycle Driven Investing
20:58 • 2min
The Importance of Diversification in Asset Classes
22:45 • 2min
How the Fund Structure Drives Bizarre Behavior
24:42 • 2min
The Importance of References in Fund Allocation
27:02 • 2min
The Importance of Discretion in Institutional Allocation
28:50 • 3min
The Importance of Experience in Venture Capital
32:08 • 2min
Pete Siegel's QVC
33:59 • 2min
Pete Muster: A Venture Capitalist's Guide to Success
35:38 • 2min
The Importance of Growth in a Public Company
37:40 • 2min
The Luxury of Short-Term Expectations With Long-Term Compounding Growth
39:41 • 2min
Fundarizers: The Future of Capital Investing
41:28 • 2min
The Struggles of Due Diligence
43:27 • 2min
The Importance of Flexibility in Ventures
45:04 • 2min
The Importance of Selling When People Are Buying
47:25 • 2min
The Importance of Price Discipline
49:23 • 2min
The Importance of Valuation in Real Estate
51:48 • 2min
Rupert Adler: A Real Estate Mind
53:33 • 2min
The Importance of Reputation in the Real Estate Market
56:01 • 2min
Lessons Learned From the 2008 Great Financial Crisis
57:40 • 3min
The Importance of Patience
01:00:15 • 4min