Jan 16, 2023
Anthony Scaramucci is the Founder
and Managing Partner of Skybridge Capital and the SALT conference,
and for a brief period in 2017, the White House Communications
Director. Anthony and I were scheduled to record a conversation the
Friday morning he was named to the White House. That clearly didn’t
happen, but we circled back a few months after his return to
Skybridge, and that conversation is replayed in the feed. Since
then, he invested some of Skybridge’s assets in crypto and last
August sold a piece of Skybridge to the now infamous Sam
Bankman-Fried.
Our conversation this time around covers Anthony’s deals in the
asset management space, his thematic investment in crypto, and
unfortunate relationship with SBF. Along the way, we discuss
entrepreneurship, risk taking, maintaining conviction in a
downturn, changing your mind, and resilience – an attribute he
demonstrates time and time again.
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Show Notes:
(5:02) Deal
making
(7:58) Price and fairness
(10:59) Cryptocurrency and thematic conviction
(19:39) Position sizing and opportunity cost
(22:12) Getting to know SBF and FTX
(36:40) A changing risk/reward environment
(40:07) Steel-manning crypto’s future
(47:52) Surviving downturns as a crypto investor
(50:57) Life beyond Skybridge and crypto
(54:02) Closing questions
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