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Enjoyed this one. Thoughtful conversation.
6 jul 2025
New episode with Dan Rasmussen & D.A. Wallach !
Dan & D.A. walk through the state of biotech from both a quant and VC point-of-view.
Then we get into the issues with private equity that @verdadcap first spoke about on the show back in 2018!
@dawallach covers the impact of AI on healthcare, an analysis of VC returns, tax strategies, and more.
This is a fun one! Links below
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