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Market Shift Analysis

Joe and Tracy discuss the potential end of an era in growth investing and the impact on private markets. Howard Lindzon provides insights on the illiquidity premium in private shares and the changing dynamics of public and private market valuations.
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    Howard Lindzon on What’s Really Going on in the Tech Plunge

  • Related Questions

    • What are your views on the rise of private market investing in relation to the episode 137 Ventures Justin Fishner-Wolfson on why ownership is an overvalued heuristic, building lasting teams, and the current state of secondary markets. and the clip Evolution of VC Liquidity?

    • What are your views on the rise of private market investing in relation to the episode The Smithsonian Institution’s Venture Capital Edge | E68 with Justin Fishner-Wolfson, and the clip LP Meeting Dynamics? Additionally, what are your thoughts on the episode 137 Ventures Justin Fishner-Wolfson on why ownership is an overvalued heuristic, building lasting teams, and the current state of secondary markets, as well as the clip Evolution of VC Liquidity?

    • What are your views on the rise of private market investing as discussed in the episode $35 Trillion Giveaway (EP.212) and the clip Private Equity Insights from Office Hours: Investing in the Private Markets, Going Vertical, Pursuing a PhD, and Building a Network?

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