Money Moves with Neil Devani · 2025-04-08 · 1h 36m
In this episode of "Money Moves," host Neil Devani speaks with Mike Dempsey, Managing Partner at Compound, and Kesar Varma from Upfront Ventures about the unique strategies and philosophies behind Compound’s investment approach. The discussion covers the firm's commitment to research-centric, thesis-driven investing in high-risk, high-reward sectors like AI, robotics, biotech, and crypto. Mike shares insights into the evolution of their investment strategy, particularly in the crypto space, and emphasizes the importance of maintaining conviction during market cycles. The conversation also delves into the differences between Compound’s first two funds, their thoughts on portfolio construction, and the importance of challenging traditional venture capital practices to optimize returns. The episode offers a deep dive into how Compound identifies and evaluates emerging investment opportunities and the importance of aligning investments with the firm’s long-term vision. Key topics discussed in the episode: Compound’s Investment Philosophy: Research-centric, thesis-driven approach focusing on emerging, high-risk sectors like AI, robotics, biotech, and crypto.
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