
Generalist Capital: In Search of Epics
The Generalist
00:00
Investing in Crypto, Fintec and Emerging Markets
About 75% of the portfolio is expected to be series a or below, with most being true seeds. I expect roughly 50 % of investments to be crypto related. Despite these risks, i nevertheless believe this approach offers the best chance of delivering outsized returns. From a sector perspective, we will have a wide aperture fitting the range of interests and curiosities we pursue in this publication. However, there are three areas we are focusing on: crypto, fintec and emerging markets.
Play episode from 12:22
Transcript


