In the Vault: Public Market and Macro Perspectives with Mark Casey of Capital Group
a16z Live23 Juli 2024

In the Vault: Public Market and Macro Perspectives with Mark Casey of Capital Group

In this episode, which took place at a16z's Connect Fintech event, a16z General Partner David George interviews Capital Group's Mark Casey on his investment philosophy, what sends him into what he calls "barnacle mode," his preference for customer-focused North Star metrics, and more.

0:00-1:42 Intro

1:42-5:58 Approach to investing

5:58-8:20 What Casey told Jeff Bezos, and what he learned

8:20-12:57 How CEOs communicate with public market investors; unconventional North Star metrics

12:57-15:48: Why Casey loves dividends

15:48-20:44 Macro trends and investing theses

20:44-21:37 Ecommerce predictions

21:37-23:15 Opportunities and choke points in AI

23:15-25:18 What makes a great public company?

25:18-26:04 Outro

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Avsnitt(146)

Ben Feder of Tencent America on Games Club

Ben Feder of Tencent America on Games Club

How Ben took over Take Two [1:42]How digital distribution and publishing changed gaming [8:36]What is a next generation publisher? [13:51]Can publishers add value as tastemakers? [17:36]How do you mak...

14 Maj 20211h 12min

Robert Smith on Unfettered Conversations with A and Z

Robert Smith on Unfettered Conversations with A and Z

Robert's foundational experiences growing up [3:03]His introduction to computers, how he got an internship at Bell Labs, and what he learned there [6:38]Why he studied chemical engineering [13:15]Work...

13 Maj 20211h 7min

4B with Margit #8: Basecamp and Banning Political Talk

4B with Margit #8: Basecamp and Banning Political Talk

What happened at Basecamp and could it have gone differently? [3:51]When did Basecamp turn into a 4B? [7:45]Why were buyouts  a good policy for Basecamp and Coinbase? [10:26]Why not have a more modera...

13 Maj 202157min

Breach of the Week #4: Red Teaming iOS Vulnerabilities with Cedric Owens

Breach of the Week #4: Red Teaming iOS Vulnerabilities with Cedric Owens

What are red teams and blue teams? [2:03]How Cedric cracked Mac Gatekeeper [6:55]Apple's response [15:22]Cedric's craziest hack [19:24]Red team advice for the blue team [22:02]Audience Q&A [26:31]🔐Br...

11 Maj 202150min

a16z Bio + Health #13: Care After COVID with Shantanu Nundy

a16z Bio + Health #13: Care After COVID with Shantanu Nundy

On this episode of the a16z Bio Clubhouse Show, a16z general partners Vineeta Agarwala, Julie Yoo, Vijay Pande, and Jorge Conde talk to guest Shantanu Nundy, the Chief Medical Officer of Accolade. The...

11 Maj 202159min

a16z Infra #4: Segmenting the Data Analytics Stack

a16z Infra #4: Segmenting the Data Analytics Stack

Why does it feel like there's a database for everything? [4:46]What is the actual use case and market for streaming? [9:34]How real is real time? [20:12]Can you do everything in SQL? [25:08]Is the fut...

7 Maj 20211h 2min

Boss Talk #12: The AI Edition

Boss Talk #12: The AI Edition

What is AI? [2:27]AI is statistics, not consciousness [7:05]Why then so much talk about the singularity? [12:12]AI breakthroughs and FAANGs [17:21]Building the AI toolchain [26:07]AI applications in b...

7 Maj 202159min

4B with Margit #7: Building Brand Communities

4B with Margit #7: Building Brand Communities

In this episode: Melody McCloskey - CEO of StyleSeat, a booking platform that connects stylists and beauty professionals with clients. Since its founding in 2011, StyleSeat has powered 150 million bea...

6 Maj 20211h 2min

Populärt inom Business & ekonomi

badfluence
framgangspodden
rss-jossan-nina
varvet
uppgang-och-fall
rss-borsens-finest
rss-svart-marknad
avanzapodden
fill-or-kill
bathina-en-podcast
dynastin
rss-inga-dumma-fragor-om-pengar
svd-tech-brief
lastbilspodden
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-dagen-med-di
rss-den-nya-ekonomin
24fragor
market-makers