354. The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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What Are Some of the Novel Asset Classes and Why Haven't They Been Addressed?
We often talk about doing unpriced, not mispriced assets. We're looking at stuff that's never been funded at all. So we look for the weird novel and esoteric asset classes that have ever existed before where we think we can earn excess profit margin on the novel team and newness.
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