(0:00) Introducing Roelof Botha (1:08) Sequoia’s Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it’s broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia’s culture, picking partners, investment decision-making, The Sequoia Capital Fund and holding winners (20:18) What makes a great founder, what Roelof learned from Doug Leone and Michael Moritz (26:06) Inve ...

Welcome back. While a traditional 60/40 portfolio of stocks and bonds has been one one of the most widespread investing strategies for decades, millennials are opting for a different approach. Leslie Picker here is here to tell us what that approach is.Leslie. Yeah, David. Apparently, stocks and bonds are for boomers.Millennials are way more invested in alternatives than the older cohorts. The generation with birthdays between 1981 and 1996 has about 20% of their portfolios allocated to alts areas like priv ...

YZi Labs, the venture office of @Binance co-founder Changpeng Zhao and formerly known as Binance Labs, is creating a $1 billion fund to support long-term builders in the BNB ecosystem, the firm announced on Wednesday. https://t.co/4NDPt4f5IO ...

Venture capitalist Jim Breyer made his first billion from Facebook two decades ago when it was far from a sure thing. Now, with his two adult sons as partners and a family tragedy behind him, he’s got another big win and ambitions to reinvent healthcare.Read the full story: https://t.co/AS7iw0hYAl ...

Macroeconomic Analysis - Japan's long-term deflation, potentially since the 1980s, is attributed to a low birth rate, leading to decreased consumer demand and persistently low prices [1] - The Bank of Japan's (BOJ) monetary policy of printing money and maintaining near-zero interest rates aimed to stimulate inflation [1][2] - The end of cheap money in Japan, with rising yields, could force global hedge funds and private equity firms to sell assets to repay debts in Japanese currency [2] - A potential crash in asset prices due to the unwinding of yen-carry trades could lead to companies facing financial difficulties, layoffs, and overall economic hardship [2] Investment and Financial Market Implications - Venture capital and hedge funds have been borrowing Japanese Yen to purchase American assets, driving up asset prices in America [2] - The reversal of Japan's monetary policy could trigger a global asset sell-off, impacting company valuations and capital availability [2]

Japan, still officially a pacifist nation, is investing in defense-related startups. But it must still overcome a risk-averse culture that has led to little venture capital spending. https://t.co/4vIhh1RjLh ...

And if you look at private equity, pull up that chart I had there. This is just stunning how big this industry is getting. You know, $5 trillion is what we're up to here.And it just keeps growing. >> I I think private equity is totally screwed. I I don't think Silver Lake or Infinity or this deal are screwed, but I think private equity in general is totally hosed.>> All right. Well, it's gotten huge just since 2015 and tripling in size. So why is this I guess my question for the gentleman here and for the a ...

Meet The Investor Who Sold His Coffee Shop And Raised $186 Million To 'Disrupt' Venture Capital https://t.co/zFHGCmELRE ...

private equity in general is totally owed. I think the history of this is important. There was a long-standing belief that the best way to generate the best risk adjusted return was to have what's called a 60/40 allocation.60% to bonds and 40% to equities. Over many years, especially when we artificially suppressed rates at zero, a lot of people started to move their allocations away from 60/40 and they started to make more and more investments further out on the risk curve. The biggest beneficiaries of tha ...

Let's welcome in low Tony. He's Plexo Capital founder and managing partner with me here on sets. Good to see you. >> Good to see you.>> What do you make of what Bezos said. >> I think what he said is spot on. I truly do believe that this is a boom time for AI.But the question becomes, and we talked about this with your colleague John on overtime, what's the analogy here. Is this, you know, more of a a buildout of the dark fiber that unfortunately the Worldcoms of the world were not able to benefit from beca ...