Marks: I don't go out and try to invest im like, this is a slam dunk home run. Thats generally not what i'm investing in,. unless i have some kind of unique edge in. It's the non consensus bets that are so obvious they've probably been tried already and failed. Marks used to write a famous blog post about not investing wy.
Banana Capital's Turner Novak joins to discuss breaking into venture, starting his own fund (11:08), what it's like being an emerging manager, rising valuations, and crypto (45:10). Turner also makes the case for quick commerce, group grocery buying in Latin America (1:04:03) and more!