Kelly Rodriques
speaker
174 appearances
2 recordings
2 series
first heard Jun 2026
last heard 7 Jun
Kelly Rodriques’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
But the question we're asking ourselves now is, if you're an LP in a fund that's holding something as valuable as this, are you really interested in trading your fund position or do you just want to get out of
The big winner, that name.
And our view is it's probably the latter.
And in some cases, funds will come to us and say, we've got a vintage fund that has two companies in it that are 15 years old and we can't clear that fund.
And so that's an application of liquidity to the market that we think is coming to the market.
I was talking with Brad about this yesterday.
We're watching these valuations and these multiples.
We had this conversation at dinner last night and saying, wow, these are extraordinary and people should come into this market and not look... Extraordinary is a coded word for...
Elevating.
Okay, fine.
It's a bubble, call it what it is.
I think the retail investor coming into this space needs to look down market and look at interesting opportunities that aren't the things that are on CNBC every day and have access to them earlier.
And we had a bunch of retail investors show up in 2018 and 2019 that wanted to be in SpaceX.
And they're thrilled that they got in when the valuation was $30 billion.
And I think if the market opens up, that's what we'll be talking about.
What do I want to get into now that's not at the very, very top of the market getting ready to go public?
Kelly, any names?
Neuro Robotics in Europe.
Neuro Robotics is a company name.
Yes.
Showing 61–80 of 174 · page 4 of 9
← Previous
Next →