E279: Why Size Becomes the Enemy of Venture Returns w/Logan Allin

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Previously titled “EP279: Why Size Becomes the Enemy of Venture Returns w/Logan Allin” — renamed by the publisher on Aug 2, 2026

How I Invest with David Weisburd 35 min not yet transcribed

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Recorded09 Jan 2026

Publisherfeeds.podcastai.com ↗

Handlerec:15221977

Show notes

Why does venture capital break when liquidity disappears and what actually creates alpha when markets get hard? In this episode, I talk with Logan Allin, Founder and Managing Partner of Fin Capital, about why private markets are structurally changing, how secondaries are becoming a primary liquidity mechanism, and why discipline — not optimism — is what separates enduring managers from zombies. Logan explains how Fin Capital built a full-lifecycle platform across venture and late-stage secondaries, why fund size is the enemy of performance, and how contrarian positioning creates real structural alpha over time.

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