Latest / The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
241. Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data (Niki Pezeshki)
Niki Pezeshki of Felicis Ventures joins Nick to discuss Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data. In this episode, we cover:
Background and path to venture.
Thesis at Felicis and your focus there?
How has the pandemic affected your approach to investment?
You've mentioned that you look for market tailwinds, especially tailwinds that will be lasting. Right now, we're seeing a number of shifts that will have lasting effects -- which are you watching most closely?
Why do you think the public markets have, largely, stayed high during a very…
The skinny
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