E20: The $97 billion VC panel

Todays show: David Weisburd hosts Dana Johns, Tom Loverro, and Jason Calacanis to discuss secondaries (00:50), VC leverage against startups (19:41), venture capital strategies (25:31), cybersecurity investments (33:07), and more! Timestamps: (0:00) David Weisburd intros Dana Johns, Tom Loverro, and Jason Calacanis (0:50) Secondary pricing signaling a potential VC recovery (8:06) Timeframes, returns for secondary funds, and founders' secondary sales (12:32) Increasing liquidity in private markets (19:41) VC leverage against startups is near an all time high (25:31) Venture capital strategies, succession planning, and valuation in the Goldilocks zone (33:07) Cybersecurity investments, IPO window, and M&A market dynamics (43:08) Lightning round on latest investments Mentioned on the show: https://pitchbook.com/news/articles/aging-vc-funds-secondary-stakes-market-limited-partner-exits https://www.secondariesinvestor.com/blackstone-plans-to-launch-biggest-secondaries-fund-yet https://news.crunchbase.com/cybersecurity/cybersecurity-funding-venture-wiz-ai-cyera Follow Dana: LinkedIn: https://www.linkedin.com/in/danasjohns Follow Tom: X: https://x.com/tomloverro LinkedIn: https://www.linkedin.com/in/tomloverro Check out: https://www.ivp.com Follow David: X: ⁠⁠https://twitter.com/DWeisburd⁠⁠ LinkedIn: ⁠⁠https://www.linkedin.com/in/dweisburd⁠⁠ Check out: ⁠⁠https://10xcapital.com Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis

Listen on: Apple Podcasts: https://podcasts.apple.com/us/podcast/liquidity/id1729433064 Spotify: https://open.spotify.com/show/2T64PheDtaMDmFH9pS3GgK Follow on X: https://x.com/liquiditypod