October 3: For this episode of the J Curve I am thrilled to bring you my conversation with Daniel Ibri, a founder and General Partner at Mindset Ventures, an early stage Sao Paulo based VC firm that invests in B2B startups in Israel and the United States, that just did the first closing of their brand new $100M Fund IV and whose portfolio includes tech unicorns Brex and  Turing. In today's episode we will learn:   1. How to build a high performing portfolio on competitive markets like Israel and the US? 2. What's Daniel's biggest investment mistake and what are the key learnings from it? 3. What is the logic of raising 3 subsequent funds in 6 years? 4. Why recession in the best time to invest in startups? 5. What are the challenges of valuating early stage tech companies?