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.
Learn More
Follow Ted on Twitter at @tseides or LinkedIn
Subscribe to the mailing list
Access Transcript with Premium Membership
Tilly Franklin – Endowment Model at Cambridge University (EP.363)
George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (EP.362)
WTT: The Next Alpha Frontier
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
Ana Marshall – The Climb to Investment Excellence (EP.360)
[REPLAY] Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)
[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
Morgan Housel – Same as Ever (EP.359)
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
2023 Top Episode #1: Seth Klarman – Timeless Value Investing, EP.328
2023 Top Episode #2: Dmitry Balyasny – Multi-Strategy Platform at BAM, EP.341
2023 Top Episode #3: Kipp deVeer – The World of Private Credit at Ares, EP.329
2023 Top Episode #4: Stan Miranda – Modern Endowment Model at Partners Capital, EP.334
Year in Review 2023 (EP.358)
2023 Top Episode #5: Gregg Lemkau – The Evolution of MSD, EP.291
Gary Sernovitz - Inside the CIO Seat (EP.357)
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
[REPLAY] Andy Acker - Empty Rooms: Investing in Biotech at Janus Henderson (Capital Allocators, EP.274)
[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Marcia Page – Corn Capitalist with a Velvet Hammer at Värde and MPowered (EP.355)
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast