Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here's Why | #475

<p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> Today’s returning guest is Raging Capital Ventures’ </span><a href= "https://twitter.com/RagingVentures"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;">Bill Martin</span></a><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;">.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> Today’s episode starts off with a</span> <a href= "https://twitter.com/RagingVentures/status/1615826088038473733?s=20"> <span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> Twitter thread</span></a> <span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> from Bill on January 18^th which said there were bigger problems at Silicon Valley Bank than just their large exposure to the stressed venture world. Bill gives his view on how the situation has unfolded and the implications for both the banking and venture capital ecosystem.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> Then we spend some time on the convergence of public and private markets, something Bill has been at the forefront of. He also shares some high level thoughts on the markets, including some areas he sees opportunities on both the long and short side.</span></p> <p class="MsoNormal"><span style= "font-size: 16.0pt; font-family: 'Calibri',sans-serif; mso-bidi-font-family: Arial; mso-bidi-theme-font: minor-bidi;"> <span style="mso-spacerun: yes;">To listen to Bill's first appea