Don't get me wrong I think the guy has some amazing insights and is worth listening to, yet simultaneously pretending that being a VC middleman with all this money sloshing around makes one a genius and involved no luck is silly.

You can make repeatedly bad investment decisions in the last decade and still be up a few hundred percent.

Take a dim view of people who consider that to be skill, we are in an unprecedented time with regards to money creation and certain asset prices reflect that.