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#707 Launching a $200M Fund Backed By FTX w/ Matthew Graham

The Pomp Podcast

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Do You Continue to Add to Your Losers?

Do you continue to invest in an opportunity like that as it goes cind of press a winner, once you see that it's working? Or is that initial allocation, kind of the totality of the allocation? And then the third thing is, how do you think about a managing a position that i'm assuming was ouna relatively small in the portfolio and now becomes a very large part? Do you even small it's a concentrated bet. It was oky, so a concentrated bet becomes even bigger. Tha, si, soit's a hundred and 50 to a hundred 70 acts, depending on in wat at a day. Soi can't get too specific about about the price,

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