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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Thematic investing in fertility and semiconductor sectors at Recharge, technonationalism, and lessons from David Swensen with Lorin Gu
Manage episode 353558912 series 2832826
Village Global에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Village Global 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 저작물을 귀하의 허가 없이 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르십시오 https://ko.player.fm/legal.
Lorin Gu, founding partner of Recharge Capital, joins Olga Serhiyevich, Head of Investor Relations at Village Global to discuss:
- Why Recharge structures its investing thematically, rather than by asset class.
- The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.
- What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.
- How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.
- The current wave of technonationalism around the globe.
- Lorin's media diet and his interest in art.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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continue reading
- Why Recharge structures its investing thematically, rather than by asset class.
- The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.
- What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.
- How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.
- The current wave of technonationalism around the globe.
- Lorin's media diet and his interest in art.
Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.
Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.
Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup
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