Public Market and Macro Perspectives
发布时间 2024-07-23 15:05:01 来源
摘要
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.
“In the Vault” is a new audio podcast series by the a16z Fintech team, where we sit down with the most influential figures in financial services to explore key trends impacting the industry and the pressing innovations that will shape our future.
0:00 - Intro
1:42 - Approach to investing
5:58 - What Casey told Jeff Bezos, and what he learned
8:20 - How CEOs communicate with public market investors; unconventional North Star metrics
12:57 - Why Casey loves dividends
15:48 - Macro trends and investing theses
20:44 - Ecommerce predictions
21:37 - Opportunities and choke points in AI
23:15 - What makes a great public company?
Full transcript: https://a16z.com/podcast/in-the-vault-public-market-and-macro-perspectives
Resources:
Find "In The Vault" on a16z.com: https://a16z.com/podcasts/in-the-vault/
Find more about a16z's vision for the future of fintech: https://a16z.com/banking-on-AI/
Find David George on X: https://x.com/DavidGeorge83
Find Mark Casey on LinkedIn: https://www.linkedin.com/in/markcasey92/
Find a16z on X: https://x.com/a16z
Find a16z on LinkedIn: https://www.linkedin.com/company/a16z/
Subscribe to the a16z Fintech newsletter:
https://info.a16z.com/newsletters-fintech.html
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