Episode Details

(0:00) Bestie intros: Friedberg's bad haircut

(1:17) Welcome BG^2! Biography recommendations and film talk

(22:27) VC market update: State of Series A's

(33:43) Dry powder misconceptions, marking incentives

(48:57) IPO window starting to open, IPO down rounds, incentives to go public

(1:03:17) Cyclical venture cycles, managing distributions, benchmarking VC performance vs public market

(1:22:26) Tragic Maui wildfires, extreme temperatures

(1:26:11) Macro picture: inflation cools, deflation risk?

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://youtu.be/xmYekD6-PZ8

https://www.amazon.com/Setting-Table-Transforming-Hospitality-Business/dp/0060742755

https://www.amazon.com/Steve-Jobs-Walter-Isaacson/dp/147770146X

https://www.amazon.com/Elon-Musk-Spanish-Walter-Isaacson/dp/B0CBTHK86N

https://www.amazon.com/Good-Great-Some-Companies-Others/dp/0066620996

https://www.amazon.com/Man-Arena-Selected-Writings-Roosevelt/dp/0765306700

https://www.amazon.com/Shoe-Dog-Memoir-Creator-Nike/dp/1501135910

https://www.amazon.com/Alexander-Hamilton-Ron-Chernow/dp/1594200092

https://www.amazon.com/Something-Autobiography-Vintage-Akira-Kurosawa/dp/B0C3D5NDJX

https://www.amazon.com/Born-Standing-Up-Comics-Martin/dp/B017QUU3EO

https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1439193630

https://www.amazon.com/Autobiography-Malcolm-told-Alex-Haley/dp/0345379756

https://www.linkedin.com/posts/peterjameswalker_cartadata-seriesa-valuations-activity-7092542118803488768-vOcY

https://www.theinformation.com/articles/venture-firms-still-writing-small-checks-despite-271-billion-in-dry-powder