How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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Contenuto fornito da Village Global. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Village Global o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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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
Contenuto fornito da Village Global. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Village Global o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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
…
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
663 episodi
Manage episode 353558912 series 2832826
Contenuto fornito da Village Global. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Village Global o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.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
…
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
663 episodi
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