“invest in markets that have de-risked but not yet scaled”
We recently came across this clip of Chamath on Yahoo Finance (starting at 4:14 of this Solving The Money Problem video) in which he states that he loves to “invest in markets that have de-risked but not yet scaled.” It doesn’t get more precise and perfect than that in summing up an investment strategy. In that clip Chamath also goes on to say that “climate change is the single biggest economic opportunity of our lifetime.” About time and couldn’t agree more!