Capital Allocators – Inside the Institutional Investment Industry
Business:Investing
On today’s show, we’ll discuss another empty room – an opportunity ignored by most investors because they either don’t want to or can’t participate. We’ve shared conversations under this theme about a range of forgotten opportunities from specific emerging markets to biotech. Previous episodes are available under the mini-series or topic search at capitalallocators.com. This time around, we discuss a room that was overflowing two years ago, has been abandoned since, and might be coming back once again - crypto and blockchain technologies.
My guest is Chris Dixon, a general partner at a16z and one of the leading voices and investors in the space. Chris recently published a book entitled Read Write Own, which explains the history, thesis, features, and importance of blockchain technology in his classic framework-driven, non-technical style.
Our conversation covers aspects of the book, including the history of the internet, rationale for blockchains, and tokenomics. We then turn to what’s happened in the ignored space since the fall of FTX across stablecoins, NFTs, DeFi, Bitcoin ETFs, regulation, and the devotees still involved in the space.
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Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
Cliff Asness - Simple Investing is Hard (EP.385)
Classic Deal - Burger King by 3G Capital (EP.384)
Alex Abell - Lower Middle Market Buyout Investing at RCP (EP.383)
Letitia Johnson - Concentrated and Long-Term at Amherst College (EP.382)
David Morehead – Top Down Allocation at Baylor (EP.381)
[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
[REPLAY] Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
Nigel Dawn - Secondaries in Private Markets (EP.378)
WTT: The Investment Office Playbook - What Managers Don’t See
Breeding Grounds – Carnegie Corporation of New York (EP.377)
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
[REPLAY] Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Mike Freno – Confident Humility at Barings (EP.374)
Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373)
Richard Sandler – The Prosecution of Michael Milken (EP.372)
Michael Milken – Innovations in Finance, Medicine, and Education (EP.371)
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