[ trading places ] episode 4:a very bad 💩podcast about VC #secondary 2️⃣, broken unicorns 🦄💔& busted carry 😱

this week in 2ndry: we talk #SPVs #KYC and #liquidity w/ nik talreja CEO @ sydecar

timestamps:

[ tech + vc news ]

01:14 — ipo window creaks open (klarna, figma, netskope, stubhub)

07:00 — tiktok deal: oracle, xi, trump

10:16 — fed cuts 25bps → bullish for tech

[ nik talreja interview ]

13:30 — lawyer → lp → sydecar

19:55 — “you can buy a barge in alaska w/ an spv”

25:05 — continuation vehicles & liquidity headaches

[ valuation: stripe ]

58:23 — stripe vs adyen comps

01:03:04 — 2021’s $100b bubble outlier

[ OPP | omni ventures ]

01:06:14 — sushant sharma on omni venture labs

01:10:16 — exits via corp m&a → unicorn daydreams

01:11:43 — unlocking alpha: niche vc thesis

find us at:

[trading places podcast = www.linktr.ee/tradingplacespod]

[nik tarleja = https://x.com/niktalreja | https://www.linkedin.com/in/niktalreja/ ]

[shushant sharma = https://www.linkedin.com/in/sushantlnkd/ ]

[aman verjee = https://www.linkedin.com/in/aman-verjee | https://x.com/amanverjee ]

[dave mcclure = https://www.linkedin.com/in/davemcclure/ | https://x.com/davemcclure ]