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

The Pomp Podcast

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Investing in Financial Markets

When you were a prop shop, what were you investing in, and what was the thesis? Ther, so i'm the thesis. Thers there's always going to be a trend towards complexity and abstraction. So that has always been one of our top level theses. But i think even more than that, really we are bottom up vestors. I think this is a unique market in that it's so dynamic, it moves so quickly. And so really we look for unique entrpners with with clearly differentiated visions. That're the kind of people that we would want to sup for the long hall and annets.

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