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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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)
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)
[REPLAY] Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
Ron Biscardi – Inside iConnections Global Alts (EP.367)
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
[REPLAY] Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
[REPLAY] - Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
[REPLAY] Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Raphael Arndt – The Death of Traditional Portfolio Construction? (EP.365)
[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)
Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
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