Thematic investing in fertility and semiconductor sectors at Recharge, technonationalism, and lessons from David Swensen with Lorin Gu
Lorin Gu, founding partner of Recharge Capital, joins Olga Serhiyevich, Head of Investor Relations at Village Global to discuss:- Why Recharge structures its investing thematically, rather than by asset class.- The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.- What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.- How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.- The current wave of technonationalism around the globe.- Lorin's media diet and his interest in art.Thanks for listening — if you like what you hear, please review us on your favorite podcast platform.Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal.Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup