Rebecca Kaden – Thesis Driven Investing Invest Like the Best with Patrick O'Shaughnessy

My guest today is Rebecca Kaden, a partner at famed venture firm union square ventures. USV is known for thesis-driven investing, which is the topic of our conversation. Rebecca walks us through the evolution of USV’s thesis into its third generation, and from there we explore many of the most interesting and exciting areas of business, technology, and learning. Please enjoy our conversation
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
1:11 – (First Question) – An overview of Union Square Ventures Thesis 3.0
7:49 – Core changes that can help any community
9:59 – Ways to fix the broken education system
13:41 – Gap between job preparedness and the education system
14:44 – Companies creating education systems to prepare people for careers in their field
18:49 – Most unique technological solution for people to educate themselves
22:00 – Ways to improve access to capital
26:49 – The distribution problem in capital markets
28:19 – How does she assess an early-stage company and its team’s ability to assess their ability to maximize distribution
30:56 – Digital marketing and why it could be broken
34:22 – Examples of masterful marketing
36:07 – How they are focused on improving wellbeing, their first focus on healthcare
39:35 – Wellbeing on their focus on community
            41:29– The Art of Community: Seven Principles for Belonging
45:30 – Her thoughts on mentorship
48:23 – What she has learned in her time at USV
51:50 – Kindest thing anyone has done for Rebecca
Learn More
For more episodes go to InvestorFieldGuide.com/podcast. 
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on Twitter at @patrick_oshag