EP 31: Anonymous Fintwit Personality Compound248 Joins to Talk LP Allocation Strategy, the Yale Model, Spotify and Twitter

In the 31st episode Twitter poster Compound248 joins to discuss his own background, and why he chooses to stay anonymous on Twitter. Plus explanations on venture and endowments, thoughts on Spotify compared to TV streaming, the Twitter whistleblower and Elon deal, and his experiences starting his own private investment fund.(0:00) Intro(0:52) Compound248’s Background(4:24) Why be anonymous(9:15) Responsibilities of asset allocation(14:53) Why endowments led the way(18:15) Science of asset allocation(23:11) More triaging and less manager(25:32) Venture is building, not buying(30:06) Hypothetical endowment(34:51) How much of your fund is tech(37:51) The generalist is the patsy(42:04) Spotify(45:07) Spotify vs TV streaming(50:30 Rap caviar(54:34) Cash flow margin(1:01:04) Twitter(1:06:18) Twitter monetization(1:15:45) Whistleblower(1:20:27) Wrap up Mixed and edited: Justin Hrabovsky  Produced: Andrew Nadeau and Rashad Assir  Executive Producer: Josh Machiz  Music: Griff Lawson 🎙 Listen to the showApple Podcasts: https://podcasts.apple.com/us/podcast...Spotify: https://open.spotify.com/show/5WqBqDb...Google Podcasts: https://podcasts.google.com/feed/aHR0... Follow on Socials📸 Instagram - https://instagram.com/cartoonavatars🐦 Twitter - https://twitter.com/cartoonavatars🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars About the ShowA Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise. Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA 🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1 Follow on Socials 📸 Instagram - https://www.instagram.com/theloganbartlettshow📱 X - https://twitter.com/loganbartshow🎬 Clips on Ti