Lorin Gu, founding partner of Recharge Capital, joins Olga Serhiyevich, Head of Investor Relations at Village Global to discuss:

- Why Recharge structures its investing thematically, rather than by asset class.

- The three themes that they believe have multi-decade headwinds behind them: semiconductors, women’s health, and fintech/crypto.

- What Lorin learned from working with David Swensen, including the importance of the qualitative measurement of the people running the fund alongside any quantitative analysis of fund strategy.

- How asking fund managers about their motivations and how they make decisions can determine the outcome of an investment.

- The current wave of technonationalism around the globe.

- Lorin's media diet and his interest in art.


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