Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]
Invest Like the Best with Patrick O'Shaughnessy
Colossus
4.7 • 2.5K Ratings
🗓️ 21 January 2020
⏱️ 55 minutes
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Transcript
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| 0:00.0 | Hello and welcome everyone, I'm Patrick O'Shaughnessy and this is Invest Like The Best. |
| 0:08.6 | This show is an open-ended exploration of markets, ideas, methods, stories, and of strategies |
| 0:13.9 | that will help you better invest both your time and your money. |
| 0:17.2 | You can learn more and stay up to date at InvestorFieldGuide.com. |
| 0:24.6 | Patrick O'Shaughnessy is the CEO of O'Shaughnessy Asset Management. |
| 0:28.5 | All opinions expressed by Patrick and podcast guests are solely their own opinions and do |
| 0:32.9 | not reflect the opinion of O'Shaughnessy Asset Management. |
| 0:36.3 | This podcast is for informational purposes only and should not be relied upon as a basis |
| 0:40.6 | for investment decisions. |
| 0:42.4 | Clients of O'Shaughnessy Asset Management may maintain positions and the securities discussed |
| 0:46.2 | in this podcast. |
| 0:49.7 | My guest today is Rebecca Caden, a partner at famed venture firm Union Square Ventures. |
| 0:54.2 | USB is known for their thesis-driven investing, which is the topic of our conversation. |
| 0:58.8 | Rebecca walks us through the evolution of USB's thesis into its third generation and from |
| 1:03.0 | there we explore many of the most interesting and exciting areas of business technology and |
| 1:06.9 | learning. |
| 1:07.9 | Please enjoy our conversation. |
| 1:11.3 | So Rebecca, this is going to be really fun. |
| 1:12.8 | I think because you guys are a thesis-driven investment firm, which is different from a lot |
| 1:18.5 | of the firms kind of a pure group that I've talked to recently, we could start at the |
| 1:23.0 | very top with because you penned it, Union Square Ventures, third iteration of its broad |
| 1:28.4 | investment thesis and then we're going to go down each of the little rabbit holes beneath |
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