0:11 - Introducing Jackie

0:54 - University in Australia vs the UK

3:08 - Interviewing at Oxford and Cambridge

3:56 - Approach to VC interviews with company founders

5:55 - Jackie discusses AirTree's key portfolio focus (digital health, fintech, consumer)

6:48 - Companies are staying private for longer, is that good or bad?

8:38 - How sustainable are the accelerations of digital health and ecommerce?

9:57 - Low relative penetration of ecommerce in Australia

11:25 - Equity derivatives in London

13:39 - Jackie's shift to start-up, Listable, Kalo

14:50 - August tech runup & option trading

20:46 - Alex Danco: are founders allowed to lie when selling a vision?

21:58 - Short reports and long-term growth of heavily shorted companies

24:27 - Interviews are a valid test for start-up hopefuls

26:14 - Creative arts and consumer tools to monetise creative pursuits

27:58 - Online writing & Jackie's substack (https://jax.substack.com/)

31:00 - As a collective, do retail investors make money?

33:03 - Snowflake IPO

34:26 - A Cloud Guru

37:15 - B2B SaaS playbook

39:08 - Jackie discusses AirTree

40:19 - The rise of new VC funds

41:45 - Listed vs. unlisted companies

42:50 - Comparing investment memos

45:08 - Customer love, competition and growth

49:16 - Pricing and flexibility of managed funds

51:26 - External descriptions of market shifts

52:21 - Spaceship voyager & superannuation

55:33 - Real Estate investment