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You are here: Home / Archives for venture capital

490: Should You Invest in Private Equity?

August 21, 2024 by David Stein · Updated September 5, 2024

How do buyouts, venture capital, and growth equity work? Has private equity outperformed the stock market, and can individual investors pursue these investment strategies? Topics covered include: How are private equity funds structured, and what are the fees How is private equity performance measured, and how has it performed Why does private equity have such a large dispersion of returns compared to the public stock market What is private equity dry powder, and why is there … [Read more...]

Filed Under: Podcast Tagged With: accredited investors, growth equity, leveraged buyouts, private capital, private equity, venture capital

440: Beware of Platform Risk

July 19, 2023 by David Stein · Updated August 9, 2023

How to mitigate the risk of investing on crowdfunding platforms where there is little transparency on the underlying financial health of the platform company. Topics covered include: What is the platform economy How blitzscaling and an over-reliance on venture capital funding led to Peer Street's bankruptcy What happens next for investors on Peer Street's platforms How individuals and businesses can mitigate the risk of investing or conducting business on … [Read more...]

Filed Under: Podcast Tagged With: blitzscaling, crowdfunding, PeerStreet, platform risk, venture capital

394: How to Get Better at Risk Taking

July 20, 2022 by David Stein · Updated August 24, 2022

Five ways we can better take and manage risk. Topics covered include: How likely is it that China will invade Taiwan and the stock market will fall 80%Why experts tend to be humble and don't make specific predictionsWhat is the difference between risk and uncertainty, and between loss capacity and loss aversionWhat factors impact our degree of loss aversion and loss toleranceWhy the economy needs more risk takers rather than rentiers Show Notes Investor Risk Profiling: An … [Read more...]

Filed Under: Podcast Tagged With: China, loss aversion, loss capacity, risk, risk management, startups, venture capital

374 Plus: Portfolio Trade, A New Risk Parity ETF, and the Moonfare Private Equity Platform

February 12, 2022 by David Stein · Updated February 21, 2022

In Plus Episode 374, David reviews why he reduced his exposure to Ether by half. We analyze the Ultra Risk Parity ETF (UPAR). Finally, we take a look at the Moonfare Private Equity platform that allows individual investors to invest in institutional leveraged buyout and venture capital funds. … [Read more...]

Filed Under: Money Plus Tagged With: dollar-weighted returns, Ethereum, Moonfare, performance calculation, private equity, risk parity, RPAR, UPAR, venture capital

350: How to Invest in Startups on Equity Crowdfunding Platforms?

July 21, 2021 by David Stein · Updated August 19, 2024

The risks and opportunities of investing in startups on equity crowdfunding platforms. Topics covered include: Why do individual investors now have more access to startup investments What has been the historical performance of venture capital funds How most startups fail, leaving only a few startups to offset portfolio losses What factors to consider when deciding on which startups to invest Why do startups have so many different share classes What platforms are … [Read more...]

Filed Under: Podcast Tagged With: crowdfunding, equity crowdfunding, private equity, startup companies, startups, venture capital

303 Plus: Broken Assets, Impact Investing ETF, and a Venture Capital Fund for Individuals

June 27, 2020 by David Stein · Updated April 29, 2021

In Plus Episode 303, we review a recent article on underperforming assets by Research Affiliates. We analyze the iShares MSCI Global Impact ETF and use it as an example for how to analyze an ETF. Finally, we consider the Alumni Ventures Group as an option for individuals to invest in venture capital. … [Read more...]

Filed Under: Uncategorized Tagged With: Alumni Ventures Group, broken assets, ESG, ETFs, SDG, venture capital

253: Are IPOs the New Ponzi Scheme?

May 22, 2019 by David Stein · Updated July 20, 2023

How venture capital–funded startups have run up massive losses while justifying premium valuations using creative profitability metrics. These private companies are now going public allowing early investors to cash out with sizable gains. Meanwhile, these new publicly traded companies are added to equity indices, forcing passive managers to purchase them for their index funds and ETFs. In this episode you’ll learn: How venture capital and initial public offerings work. How many … [Read more...]

Filed Under: Podcast Tagged With: blitzscaling, initial public offerings, IPOs, ponzi schemes, venture capital

172 Plus: Whole Life Insurance, Venture Capital and a Weird Portfolio

September 16, 2017 by David Stein · Updated April 29, 2021

This week September 16, 2017 on Money For the Rest of Us Plus we look at how to evaluate whole life insurance. We see whether venture capital is still risky if the companies have "skin in the game" and their management teams are committed to be successful. Finally, we review JP Morgan's asset allocation assumptions over the next 10 to 15 years and a "weird" portfolio built from them. … [Read more...]

Filed Under: Uncategorized Tagged With: asset allocation assumptions, freezing your credit, Newfound Research, portfolio, venture capital, whole life insurance

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