Solid perspective - thanks for sharing this Peter! The fear of being a “jack of all trades, master of none” is a real one and very relatable! However, in that every investment opportunity has an opportunity cost of foregoing alternatives, having a holistic perspective on markets is key.
Great thoughts - per the above comments, in times like these, a holistic perspective (and lessons borrowed from other markets) can be extremely valuable. On the VC side, we'll be seeing from actions GPs take today whether they truly differentiate themselves as partners (both to GPs and LPs).
Good stuff, Peter. Understanding the interplay across all asset classes, public and private, debt and equity is important and challenging given there are only 24 hours in a day, but I think the 'major/minor' mentality and philosophy can be advantageous as we all strive for the harmonic between generalist and specialist.
Solid perspective - thanks for sharing this Peter! The fear of being a “jack of all trades, master of none” is a real one and very relatable! However, in that every investment opportunity has an opportunity cost of foregoing alternatives, having a holistic perspective on markets is key.
Great thoughts - per the above comments, in times like these, a holistic perspective (and lessons borrowed from other markets) can be extremely valuable. On the VC side, we'll be seeing from actions GPs take today whether they truly differentiate themselves as partners (both to GPs and LPs).
Good stuff, Peter. Understanding the interplay across all asset classes, public and private, debt and equity is important and challenging given there are only 24 hours in a day, but I think the 'major/minor' mentality and philosophy can be advantageous as we all strive for the harmonic between generalist and specialist.