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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Michael Rees – Inside GP Stakes at Dyal Capital (Capital Allocators, EP.278)
JUST RELEASED: Berkshire Partners on Private Equity Deals
Jon Ballis – In the Room Where Private Equity Happens at Kirkland & Ellis (Capital Allocators, EP.277)
Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
JUST RELEASED: Stone Point Capital on Private Equity Deals, EP.03
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
[REPLAY] Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
JUST RELEASED: Thoma Bravo on Private Equity Deals, EP.02
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
[REPLAY] Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
Friends Reunion 2 – Five Allocators Riff on Investing with Meredith Jenkins, Casey Whalen, Brett Barth, Jon Harris, and Ted Seides (Capital Allocators, EP.271)
SPECIAL ANNOUNCEMENT: Private Equity Deals Podcast
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
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