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. Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at www.villageglobal.vc or get in touch with us on Twitter @villageglobal. Want to get updates from us? Subscribe to get a peek inside the Village. We’ll send you reading recommendations, exclusive event invites, and commentary on the latest happenings in Silicon Valley. www.villageglobal.vc/signup