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Speculative Bubbles in the 21st Century & Asymmetric Upside
How to approach novel market behaviors and asset classes in a parabolic world & why neither are slowing down anytime soon
Michael Dempsey
Sep 20, 2021
13
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Speculative Bubbles in the 21st Century & Asymmetric Upside
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Advancing Equity Compensation & The War For Talent
A data-driven proposal for advancing the frontier of equity compensation at startups in today's increasingly competitive talent market
Michael Dempsey
Aug 11, 2021
6
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Advancing Equity Compensation & The War For Talent
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Closing Out The Fund
The art and science of ending the investing period
Michael Dempsey
Jul 28, 2021
8
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Closing Out The Fund
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On My Mind - #7
Here's my investment memo template
Michael Dempsey
Sep 16, 2019
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On My Mind - #7
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Dots, Not Lines
On the increasing importance of founders controlling their time in market
Michael Dempsey
Aug 6, 2021
2
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Dots, Not Lines
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Are crypto returns less power law driven moving forward?
A look at data to understand whether crypto returns will follow more of a normal distribution as the industry matures.
Michael Dempsey
Apr 20
1
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Are crypto returns less power law driven moving forward?
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On My Mind - #9
Narratives & Pseudosecrets, Serendipity in VC is BS, on the *mint* meme, Mobile ML research
Michael Dempsey
Dec 15, 2019
3
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On My Mind - #9
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On Inflection Points
“I’m here for one reason and one reason alone. I’m here to guess what the music might do a week, a month, a year from now. That’s it. Nothing more.”
Michael Dempsey
Jul 31, 2020
1
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On Inflection Points
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On My Mind #1
5 things on my mind from the week of 11/26
Michael Dempsey
Dec 3, 2018
6
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On My Mind #1
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Talent, Value Distribution, & Liquidity in Crypto Protocols
Thinking through some of the dynamics of how liquidity, vesting, and lockup perceptions have changed and how much optimization is left to be done on…
Michael Dempsey
Nov 11, 2021
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Talent, Value Distribution, & Liquidity in Crypto Protocols
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On My Mind # 5
Small dataset ML, All VCs short startups, We're in a restaurant bubble,
Michael Dempsey
May 19, 2019
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On My Mind # 5
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Market Views 4/6/20
Why didn't the market fall on terrible jobless claims? When will stocks return back to pre-COVID prices?
Michael Dempsey
Apr 6, 2020
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Market Views 4/6/20
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