Telis Demos
speaker
1,116 appearances
8 recordings
1 series
first heard Jul 2026
last heard 20 Sep
Telis Demos’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.
Appearances
And like I said, Spencer had been writing about it.
And Caitlin, the thing that I came across that you wrote that jumped out at me was about private market exposure in the public markets.
I thought this was a really interesting way to look at it.
So tell me about what you were writing about.
So what's an example of that?
What's an example of like a big public company that plays VC essentially, right?
Yes.
And buys stakes in private companies.
Who owns Anthropic?
Like what big public?
So when I have my S&P 500 index fund, which is over in there, appropriately indexed, but very heavily weighted toward these companies, I'm getting that exposure as well, right?
All those biotech companies.
These are the ones that everybody wants in on.
And what scale are we talking about here?
Like if you own some of those names, what percentage of your portfolio would you then – if you kind of think about that on that basis, what percentage of your portfolio is then invested in?
private companies when you own, you know, NVIDIA and Alphabet and stuff like that?
And is this a new thing or is this something that you've kind of always...
gotten with your exposure to the largest companies?
Like how much of the returns of public companies over the years have been driven by, you know, the stakes that they might take in new ventures and things like that?
And it sounds like you guys are saying that if you're going to diversify, there are cheaper ways to do it.
Showing 881–900 of 1,116 · page 45 of 56
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