Ep 31:
- talks asset allocation as a limited partner, the Yale Model, VC as an asset class & starting his own fund
- Plus his long thesis on & the merger arb
🍎: podcasts.apple.com/us/podcast/car
🎶: open.spotify.com/episode/4qe0HB
📺: youtu.be/mPN9iNDE0WU
Conversation
Errors I’d correct but messed up live:
• I overstated the FB Blue ARPU
• I understated Rogan’s $SPOT exclusivity deal
• Yale’s endowment is ~$40 billion
• “Cause” of Action
😇
3
private markets fintwit 🤝 public markets fintwit
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