I hope everyone had a great first week of the year. I’ve had a foot injury that is affecting my running. I am pretty annoyed by it. I am now in the throws of deciding California HMO process vs private pay. I feel like as the years go by the more and more I have to manage my own health. I am definitely going to be researching the decentralization of healthcare as well as self insured (HSA) plans as investment themes this year.

Not much on the listens except for the All in Podcast which isn’t worth mentioning because everyone listens to it.

Reads:

First Cut — State of Private Markets: Q4 2023 and FY 2023: Carta

Quick Essay: The Federal Reserve and Critical Moments in U.S. Monetary Policy– Chamath Palihapitiya 

VC Returns Data – Lacking Alpha | The SaaS Business Model’s Promise | Relationships– Brian Parks

Picking The Right Market To Go After, Constellation Software Case Study, A Magical Phrase– Luke Sophinos

Purchases:

Focusrite Scarlett Solo 4th Gen USB Interface– New Podcast Investment!