EP 31: Anonymous Fintwit Personality Compound248 Joins to Talk LP Allocation Strategy, the Yale Model, Spotify and Twitter
Podcast |
Cartoon Avatars
Publisher |
Logan Bartlett
Media Type |
audio
Categories Via RSS |
Business
Entrepreneurship
Investing
Technology
Publication Date |
Aug 26, 2022
Episode Duration |
01:21:48

In the 31st episode Twitter poster Compound248 joins to discuss his own background, and why he chooses to stay anonymous on Twitter. Plus explanations on venture and endowments, thoughts on Spotify compared to TV streaming, the Twitter whistleblower and Elon deal, and his experiences starting his own private investment fund.

(0:00) Intro

(0:52) Compound248’s Background

(4:24) Why be anonymous

(9:15) Responsibilities of asset allocation

(14:53) Why endowments led the way

(18:15) Science of asset allocation

(23:11) More triaging and less manager

(25:32) Venture is building, not buying

(30:06) Hypothetical endowment

(34:51) How much of your fund is tech

(37:51) The generalist is the patsy

(42:04) Spotify

(45:07) Spotify vs TV streaming

(50:30 Rap caviar

(54:34) Cash flow margin

(1:01:04) Twitter

(1:06:18) Twitter monetization

(1:15:45) Whistleblower

(1:20:27) Wrap up

 

Mixed and edited: Justin Hrabovsky  

Produced: Andrew Nadeau and Rashad Assir  

Executive Producer: Josh Machiz  

Music: Griff Lawson

 

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About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

 

Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

 

🎙 Listen to the show

 

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1

 

Follow on Socials

 

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🐦 Twitter - https://twitter.com/loganbartshow

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow

 

About the Show

 

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

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