Podcasts about drawdowns

Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you building your financial or investment portfolio just to watch it bleed during a downturn?If recent market drawdowns and dips have you wondering whether your DIY strategy is holding up, you're not alone. Many investors are facing steep market drawdowns—some as high as 36%—and struggling to recover. This episode tackles a sobering truth: when your portfolio drops, the climb back up is steeper than you think. Jon Orr and Kyle Pearce break down why a “protect first, grow second” mindset could be the most important shift in your investing journey. Here's what you'll walk away with:A clearer understanding of how market drawdowns impact long-term growth—and why avoiding them matters more than you think.The core elements of a rules-based system to manage risk like the pros, even if you're investing on your own.A side-by-side look at popular assets like the S&P 500 and Bitcoin, showing how trend tracking and volatility signals can guide smarter entry and exit decisions.Press play now to learn how top investors manage risk and why that could be the missing piece in your wealth-building strategy.Hit play now to get clear on how to optimize your financial strategy and make smarter moves for your personal and corporate wealth growth!Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Understanding drawdowns is critical for anyone serious about wealth building and financial independence. In today's volatile stock market, a strong rules-based system can help investors—especially business owners and DIY planners—prioritize risk management over blind growth. This episode explores how smart diversification, trend tracReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Paul Hawken is one of the great elder statesmen of environmentalism, a bestselling author, and the mind behind Drawdown and Regeneration.  This conversation explores the biosphere's intrinsic intelligence through the expansive lens of Paul's latest book, Carbon: The Book of Life. We discuss carbon's improbable origins, examine the mycelial networks that function as Earth's connective tissue, and challenge our extractive relationship with nature.  He methodically deconstructs our reductive approaches to climate solutions, highlighting how humility and wonder might be our most powerful tools for planetary stewardship. Paul's perspective represents not merely a shift in environmental thinking, but a fundamental reimagining of our relationship with the living world. Enjoy! Show notes + MORE Watch on YouTube Newsletter Sign-Up Today's Sponsors: Eight Sleep: Get $350 off your Pod 5 Ultra w/ code RICHROLL

It's so easy to spiral into a climate doom loop. But solutions to the crisis are out there! Even as federal action stalls, states, local organizers and innovators across the U.S. are charging ahead with climate progress. What responsibility does the media have in elevating the solutions that exist and are working? And how can artists help reframe the climate conversation and shift the narrative from foregone conclusion to a reimagining of what's possible?  This episode features conversations recorded live during SF Climate Week — with Jonathan Foley, executive director of Project Drawdown, Nikhil Swaminathan, CEO of Grist, and author and artist Jenny Odell — all exploring how solutions-focused storytelling today can help shape the future we dare to imagine tomorrow. Guests: Jonathan Foley, Executive Director, Project Drawdown Nikhil Swaminathan, CEO, Grist Jenny Odell, Artist; Author, “Saving Time,” “How to Do Nothing” Mina Kim, Co-host of Forum, KQED Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today. For show notes and related links, visit our website. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices

It's so easy to spiral into a climate doom loop. But solutions to the crisis are out there! Even as federal action stalls, states, local organizers and innovators across the U.S. are charging ahead with climate progress. What responsibility does the media have in elevating the solutions that exist and are working? And how can artists help reframe the climate conversation and shift the narrative from foregone conclusion to a reimagining of what's possible?  This episode features conversations recorded live during SF Climate Week — with Jonathan Foley, executive director of Project Drawdown, Nikhil Swaminathan, CEO of Grist, and author and artist Jenny Odell — all exploring how solutions-focused storytelling today can help shape the future we dare to imagine tomorrow. Guests: Jonathan Foley, Executive Director, Project Drawdown Nikhil Swaminathan, CEO, Grist Jenny Odell, Artist; Author, “Saving Time,” “How to Do Nothing” Mina Kim, Co-host of Forum, KQED Support Climate One by going ad-free! By subscribing to Climate One on Patreon, you'll receive exclusive access to all future episodes free of ads, opportunities to connect with fellow Climate One listeners, and access to the Climate One Discord. Sign up today. For show notes and related links, visit our website. Ad sales by Multitude. Contact them for ad inquiries at multitude.productions/ads Learn more about your ad choices. Visit megaphone.fm/adchoices

What if a cozy puzzle game could generate $80K/day — with 89% of that from ads? Dreamy Room is the breakout hit you didn't see coming. It's not Royal Match. It's not hypercasual. It's deterministic puzzling at its finest — and it's scaling fast.We break down why Dreamy Room is crushing downloads, how its simple-but-hard core loop drives ad revenue at scale, and why it's one of the most innovative ultra-casual games of 2025.

The Brewers Association's Craft Brewers Conference has taken over Indianapolis, and the Brewbound team gives a vibe check on the first day of the largest meeting of craft brewers in the U.S.    Justin, Jess and Zoe recap early presentations from BA board chair Leah Cheston, president and CEO Bart Watson and Trillium founders JC and Esther Tetreault and the overarching theme of resilience in the face of adversity.    Plus, Jess interviews Liz Nicol, the founder of Drawdown Brewing in Boston's Jamaica Plain neighborhood, on her brewery's embrace of women's sports, community building and running a membership club.

$400M/year from all apps? 40M downloads for a 15-minute book summary?In this 2.5 Gamers episode, we explore how Genesis became one of the biggest non-game mobile app publishers in the world, with over $35M/month in revenue, and 400 M+ total downloads.Forget games for a minute. This is the app industry's secret playbook, and it's scaling like crazy.

John Deni is a Research Professor of Joint, Interagency, Intergovernmental, and Multinational (JIIM) Security Studies at the U.S. Army War College's Strategic Studies Institute. He just wrote an article for Foreign Policy titled: A Drawdown of U.S. Forces in Europe Is All but Certain. As this is a very hot topic, I wanted to know more about it. So why does John think a drawdown is basically certain, and what would it mean? And what does it have to do with the American nuclear deterrent in Europe and potential Russian plans? Listen to our conversation. And if you enjoy what I do, please support me on Ko-fi! Thank you. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ko-fi.com/amatisak

In this episode, we dive deep into the wild world of ad monetization trends in mobile gaming for 2025. From Vietnamese studios like ABI Games printing money daily to hypercasual reskins and even mobile rip-offs of popular Steam games, we break it all down.

Subscribe to Finance Unfiltered Newsletter: ⁠⁠⁠https://app.slice-app.io/p/traders/tGOrEACVVwS0e3WhgPUb4o9v2sX2-Can a hedge fund really profit from market panic?David Meyers, founder of Vixy Hedge Fund, joins The Futures Edge Podcast with Jim Iuorio and Bob Iaccino to unpack the complex world of VIX trading and volatility strategies. David dives deep into the structure of VIX ETFs, the role of contango, and how traders can profit from the natural decay in volatility instruments. Learn about the crucial role of risk management, market timing, and why non-correlated assets can be powerful tools in any portfolio.This episode also explores:-How weather impacts a trader's mindset-The psychological dynamics of managing investor expectations-What drawdowns really mean—and how to bounce back-Why baseball strategies may actually mirror successful trading habitsIf you're an investor, trader, or financial professional interested in volatility, ETF mechanics, or how to structure a fund with staying power, this conversation offers practical insights and big-picture thinking.Chapters:00:00 Introduction to the Futures Edge and Guest Introduction02:57 Weather and Lifestyle Impact on Trading Mindset06:06 Understanding ETFs and the VIX Hedge Fund08:55 Contango and Its Effects on Trading Strategies11:55 Risk Management and Margin Calls in Trading14:54 Market Volatility and Trading Opportunities17:53 The Nature of the VIX and Its Trading Dynamics21:00 Drawdowns and Performance Expectations in Hedge Funds31:01 Understanding Profit Fluctuations and Market Timing34:17 The Nature of Non-Correlated Assets36:07 Risk Management and Investor Expectations39:34 The Psychology of Fund Management40:55 The Future of Investment Structures44:02 The Role of Accredited Investors45:28 Baseball Insights and Analogies in Investing

No UA. No App Store tricks. Chess.com - just 650 remote workers, a Netflix show, a cat bot named Mittens, and a $500M/year business.We dive deep into one of the most fascinating growth stories in mobile: chess.com.From Queen's Gambit virality to Magnus Carlsen's meme-worthy genius, we explore how chess.com built a mobile app empire on subscriptions, community, and strategic chaos — all without running a single ad campaign.

Ep93 - Billy Westerveld: Surface at Lake Mulwala & Lake Eildon for Big Cod   Billy Westerveld looks at Murray Cod in a different way to most, he is very in tune to their behaviours and makes small changes to his fishing with big results. A top guy who is willing to share and help others – which lead him to become one of the SF Team and writing the reports for Lake Eildon. In this episode Billy talks about surface fishing at Lake Mulwala and also how he targets big cod at Lake Eildon. We get into details about cod behaviour, having the correct hooks and a basic rule for getting started with live tech. Well worth a listen and I'll have more episodes to come with Billy. If you want to ask him any questions – join the SF Membership.   In this episode: 1:20 – Billys Fishing Story – First Experience with Big Surface Cod at Mulwala 10:00 – More tips for Surface Fishing for Cod (Hooks, Lure Types, Trolling) 15:30 – Surface at Lake Mulwala – Key Areas & Structure 19:40 – Weed and the Drawdown at Mulwala: How it works? 24:30 – How to get more info on fishing Lake Mulwala 25:10 – Fishing Lake Eildon for Murray Cod 34:00 – Growth rates for Eildon Cod & their behaviour 36:00 – How to find success using Live Tech for the first time 45:00 – Billy's Go-To Lures for Cod 54:50 – Billy's Most Memorable Catch

What do you get when you mash Fallout Shelter, AFK Journey, and Batman?

Instagram: https://www.instagram.com/antiwarcom/Phone bank for Defend the Guard: https://defendtheguard.us/phonebankChapters00:00 - Intro00:21 - US May Back Ground Offensive in Yemen06:08 - Dozens of US Airstrikes Reported in Yemen09:19 - Israeli Strikes in Gaza Kill 17 in 24 Hours11:07 - Hamas Says It Lost Contact With Guards of US-Israeli Captive13:50 - Father and Baby Son Killed in Their Sleep by Israeli Strike14:45 - Witkoff: Iran Must 'Eliminate Nuclear Enrichment'17:37 - Khamenei: Talks With US Went 'Well' but May Lead Nowhere20:07 - US Tells Israel It Will Drawdown Troops in Syria23:25 - Syrian State Forces Continue Sectarian Killings of Alawites24:34 - Witkoff Says Progress Made in Talks With Putin26:04 - Israeli Strike Kills One in Southern Lebanon27:08 - UN: RSF Attacks in Sudan's Darfur Kill 30029:12 - Dan Caldwell Put on Leave in Pentagon Leak Probe31:00 - Viewpoints/Outro

In this episode, Ben and Sachin examine recent cuts to foreign aid spending and consider the effects of it being removed. 

We already have the solutions to climate change — we're just not using them. Dr. Jonathan Foley, Executive Director of Project Drawdown, joins us to share why climate solutions are also humanity solutions: they improve jobs, health, and quality of life. We unpack how food waste, deforestation, and outdated energy habits hold us back—and how small steps today can lead to big change. A hopeful, clear-eyed look at what's possible now.

We kick off this episode with a deep dive into the latest U.S. tariff announcements. Braden shares his candid thoughts on the rationale (or lack thereof) behind these so-called “reciprocal” tariffs, including how the formula used is fundamentally flawed, and why some of the moves feel more like political theater than economic strategy. We also unpack the unintended consequences of targeting key low-cost manufacturing partners outside of China, and how this could backfire on American businesses. In the second half, Simon goes through 10 companies on his watchlist as recent drawdowns have opened up some compelling long-term opportunities. Ticker of stocks discussed: TSM, NVDA, CP.TO, UBER, V, MA, AXP, CNQ.TO, MPC, TOU.TO, ASML, ISRG, GOOG Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

What if Royal Match and EverMerge had a baby… and it made $250K/day?That's Matching Story, the surprise hit that blended match-3, merge, and classic narrative-driven creatives into one of the most polished casual games of 2025.Today, we dissect how Matching Story, which soft-launched in 2021, took its time, perfected its systems, and is now out-earning most casual titles on the charts.

MUSKOKA DRAWDOWN JOE POLITO APRIL 12 2025

In this replay of episode 57, clipped for brevity and timely relevance, we bring you the final installment in our Regeneration Series, originally inspired by Paul Hawken's seminal book, Regeneration: Ending the Climate Crisis in One Generation. As we head into Thanksgiving week and Giving Tuesday, this episode dives deep into the final theme of Hawken's book—Action and Connection—and explores the personal, practical, and planetary steps we can all take to regenerate life on Earth.This replay includes a passionate reflection from host Corinna Bellizzi on her own climate action punch list, progress made, lessons learned, and the deeper motivations behind creating Care More Be Better. You'll also hear Paul Hawken share his vision for the future, the inseparability of humans and nature, and the powerful role language and indigenous wisdom play in reshaping our climate narrative.

What if we told you that the biggest mobile game hits right now are recycling 5-year-old concepts and adding AI?Today, we break down March 2025's biggest creative trends in mobile gaming — from AI-generated dress-up ads to the rise of near-death experiences in Royal Match clones. You'll see what's scaling, who's winning, and how games pull record revenue by recycling, remixing, and reinvigorating.

Struggling to squeeze more $$$ from your ads? You might be losing thousands just by misusing AdMob.Today, Felix Braberg reveals the exact setup, tips, and optimization tactics he uses to scale ad revenue for games earning $350M+ in lifetime revenue.

What happens when a cat simulator, born as a VR meme on Meta Quest, lands on mobile with aggressive monetization and viral magic? You get a $300,000/day monster hits. I am Cat with I am Security = 300k/day ad revenue!Today, we break down the bizarre and brilliant rise of I Am Cat and I Am Security — the mobile games that took over app stores in March 2025 with:Over 2.6M DAU$170K/day from I Am Cat$120K/day from I Am Security60s interstitial loops and mandatory rewarded adsOrigin story: a team call about cats turned into a Goat Simulator-style sandbox hitFrom VR on MetaQuest to top-ranked free games on Android & iOSAlmost no IAP – ads are the economyInsane virality via YouTube Shorts & TikTok (34M+ views!)Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/zVjfrpqeKSwJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Game Overview04:24 The Rise of Astotti and Their Games06:50 Exploring the Success of 'I'm Cat' and 'I'm Security'10:24 The Transition from VR to Mobile Gaming13:10 Ad Monetization Strategies in Mobile Games16:30 User Engagement and Game Mechanics19:31 Revenue Insights and Market Performance20:19 The Rise of Simulation Games23:37 Analyzing Game Revenue and User Engagement24:51 Exploring IAM Security Game Mechanics29:23 Revenue Insights and Market Sustainability32:35 Future of Game Development and Marketing Strategies36:28 Viral Marketing Strategies in Gaming39:56 The Impact of Social Media on Game Popularity43:40 Analyzing Game Monetization and Profitability46:50 The Evolution of Game Concepts and Trends52:06 Conclusion and Future of Gaming---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysVR to mobile = untapped goldmine, especially for meme-ready contentAggressive ad placement can work if player retention is fueled by curiosity + chaosLow CPI + high engagement = ideal organic UA funnel"I Am Cat" and "I Am Security" are a masterclass in viral design, zero-to-monetization speed, and how to turn meme energy into millions..---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

A single cell of carbon contains trillions of molecules, and its role in connecting all life is immeasurable. American environmentalist Paul Hawken decided to study indigenous languages to further explore the beauty of the most versatile element on the planet that animates the entirety of the living world. Joining Corinna Bellizzi, he talks about his book “Carbon: The Book of Life” and how it opened his eyes to the fact that regeneration is the singular key to humanity's survival. He stresses the importance of embracing regenerative agricultural practices, nature-based solutions, and indigenous knowledge to ensure the planet's longevity and sustainability. Paul also explains why he considers “we” as the most dangerous pronoun and how to rethink our daily choices in a world addicted to overconsumption.About Guest:Paul Hawken starts ecological businesses, writes about nature and commerce, and consults with heads of state and CEOs on climatic, economic and ecological regeneration. He has written nine books published in 30 languages including six national and New York Times bestsellers: Growing a Business, The Next Economy, The Ecology of Commerce, Blessed Unrest, Drawdown and Regeneration: Ending the Climate Crisis In One Generation. He is the founder of Project Drawdown, Regeneration.org, and just completed his latest work, Carbon: The Book of Life which is published by Penguin Random House. It was released on March 18, 2025.Guest LinkedIn: https://www.linkedin.com/in/paul-hawken-0792b/ Guest Website: https://paulhawken.com/ Guest Social: https://www.instagram.com/paulhawken/ Show Notes: Final audio00:02:07 - Writing The Book ‘Carbon'00:10:15 - The Growing Impact Of Regenerative Agriculture00:21:57 - Regeneration: The Only Path Forward00:34:46 - Living In A Consumerist And Capitalist Society00:42:49 - Changing The Topography Of Living Spaces00:52:24 - How Life Exists Within A Single Cell00:59:40 - Some Regenerative Solutions From ‘Carbon'01:07:05 - Episode Wrap-up And Closing WordsJOIN OUR CIRCLE. BUILD A GREENER FUTURE:

Today, we are tearing down Kingshot by Century Games – a new free-to-play mobile strategy game blending 4X strategy and idle survival mechanics. Our provides a detailed, data-driven look at Kingshot's gameplay design, monetization strategies, creative marketing trends, and its competitive context.We examine how Kingshot builds on Century Games' previous hit, Whiteout Survival. The video dissects Kingshot's core gameplay loop – from its survival city-building and fixed-base progression to its 4X alliance warfare on the world map – highlighting how familiar mechanics are executed and improved​.Beyond gameplay and revenue, this teardown highlights creative trends in user acquisition. You'll learn how Kingshot's ad creatives leverage popular trends – from fake gameplay mini-games to AI-generated characters. Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/lZAAOCS2GkMJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Personal Anecdotes04:23 Game Overview: Kingshot by Sentry Games07:27 Game Mechanics and Design Elements10:25 Onboarding and Gameplay Experience13:34 Monetization Strategies and Player Engagement21:05 The Importance of Game Mechanics23:38 Analyzing Game Revenue and Player Retention29:00 Funding and Scaling Game Development32:20 Comparative Analysis of Game Portfolios35:24 The Future of Game Genres and Market Trends40:08 The Evolution of Game Mechanics42:28 Creative Inspirations in Game Development46:11 AI and Creative Trends in Gaming50:35 Marketing Strategies and Spending in Mobile Games52:35 Future Prospects of Game Titles---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Takeaways King Shot Is a Genre Mashup Done RightThe “In-Game Bank” Monetization Is Next-LevelKing Shot runs hundreds of creatives, from Rush Royale clones to fake survival stories and AI-generated UGC—proving that creative variety is king.Built on a Proven Template for Rapid ScalingWith pressure from River Game's stacked portfolio, King Shot isn't just a game—it's a strategic move to stay competitive in the 4X mobile space.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

This is not just another mobile puzzle game. Screwdom 3D is a MASTERCLASS in hybrid casual design, monetization, and creativity.In this episode, we dive deep into how a small Vietnamese studio is scaling up Screwdom 3D into a $3.6M/month beast, powered by killer rewarded ads, smart boosters, and wildly satisfying 3D physics. Think Screw Jam meets Pinout Master meets genius-level iteration.

Last Z: Survival shooter is basically a Top Girl with AI girls as heroes mixed with a Last War 4X core. Top Girls are everywhere. It's a new Waifu game in the West. We explore the mobile game Last Z Survival Shooter's gameplay mechanics, character dynamics, and monetization strategies. We discuss the game's onboarding process, the integration of AI, and the cultural references embedded within the game. The conversation also touches on regulatory challenges facing the gaming industry and the future of the 4X genre, highlighting the trends and metrics that indicate growth in this sector.Ending with reflections on the implications of these trends for the gaming landscape.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Context04:06 Game Review: Last Z: Survival Shooter07:11 Analyzing Game Metrics and Trends10:16 Onboarding and Gameplay Mechanics13:14 Character Dynamics and AI Integration16:09 Monetization Strategies and User Engagement19:10 Cultural References and Game Design22:07 Conclusion and Future Insights25:44 Game Mechanics and Character Development28:11 Creative Strategies in Game Marketing31:07 Trends in Game Advertising and Regulation37:07 AI and Game Development Innovations41:10 Revenue Trends in the 4X Genre---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Takeaways'Last Z: Survival Shooter' blends familiar mechanics from previous titles.AI integration is becoming increasingly prevalent in mobile games.Monetization strategies are evolving, focusing on user engagement and character dynamics.Cultural references in games can enhance player connection and engagement.Regulatory challenges are emerging as the industry grapples with content standards.The 4X genre is experiencing significant growth, driven by successful titles.Character dynamics play a vital role in player engagement and game success.The gaming industry is increasingly leaning towards content that appeals to basic human needs.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricLatest article - https://open.substack.com/pub/lancaric/p/match-3d-ua-playbook-real-data-inside?r=7qqaf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

In this episode, Jakub goes into the intricacies of game economies, focusing on the concepts of spend depth and effective spend depth. He explains how these metrics are crucial for understanding player engagement and monetization strategies in games. Through practical examples from popular games like Clash Royale and Survivor.io, he illustrates how to calculate and increase spend depth while managing content effectively. The monologue also touches on the challenges of maintaining a balanced game economy and the importance of supporting new content with appropriate progression layers.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/3YcIfmBLZw8Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Game Economies02:58 Understanding Spend Depth and Effective Spend Depth07:49 Calculating Spend Depth in Different Game Genres11:35 Increasing Spend Depth: Case Study of Survivor.io17:11 Advanced Game Economies: Honkai Star Rail and Beyond---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysSpend depth represents the total money a user can spend in a game.Effective spend depth is the specific resources needed to access end-game content.Calculating spend depth requires understanding the game's currency and upgrade costs.Different game genres have unique methods for calculating spend depth.Increasing spend depth involves adding new layers of progression and content.Content management is crucial to support new progression layers in games.Game economies can become bloated if not managed properly.Understanding competitor spend depth can inform your game's economy design.Player engagement metrics are essential for balancing game economies.The longevity of a game depends on its ability to introduce new content and challenges.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricLatest article - https://open.substack.com/pub/lancaric/p/match-3d-ua-playbook-real-data-inside?r=7qqaf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=trueDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Derek Moore is back to discuss markets, volatility, and the economy through the prism of intra year drawdowns, Spot VIX vs Vix Futures prices, and LEI or Leading Economic Indicator. Why are the Fed's Dot Plots useless (still). Thoughts on the idea that Buffered strategies don't beat the market. How different markets have performed since the first Fed rate cut in September and much more.    Since September Rate Cut Mag 7 vs SPX vs Equal Weight Intra Year Drawdowns vs full year return Comments on AQR post on Buffered funds VIX Index vs VIX Futures in the coming months AAII Bull Bear Spreads says way bearish still Fed dot plots Fed Funds Futures rate expectations Multiple Contraction is the reason for the drawdown not a reduction in earnings estimates LEI Leading Economic Indicator   Mentioned in this Episode   Conference Board Leading Economic Indicator https://www.conference-board.org/topics/us-leading-indicators#:~:text=Using%20the%20Composite%20Indexes:%20The%20Leading%20Economic,economy%20is%20heading%20in%20the%20near%20term.&text=The%20CEI's%20four%20component%20indicators%E2%80%94payroll%20employment%2C%20personal,used%20to%20determine%20recessions%20in%20the%20US.   CME Fed watch Tool https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html   Federal Reserve Dot Plots Summary of Economic Projections March 2025 https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20250319.pdf   Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com     

In this episode, we discuss Supercell's latest game launch, MoCo, exploring Mo.co gameplay mechanics, monetization strategies, and overall market positioning. We go into the game's features, compare it to other action RPGs, and analyze its potential for future success in the gaming industry.https://lancaric.me/future-of-ua-creators-mobile-user-acquisition/Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/AqdL57Mh6FkJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Episode Overview04:12 MoCo Launch and Initial Impressions07:24 Gameplay Mechanics and Features10:04 Inventory and Equipment System13:13 Monetization and Shop Features16:08 Game Modes and Progression18:34 Elite Hunter Program and Seasonal Content24:50 The Launch of MoCo: A New Era for Supercell27:59 Monetization Strategies: Balancing Profit and Player Experience29:58 Design Philosophy: The Challenge of Endgame Content34:50 Influencer Marketing: Supercell's Creator Program41:59 The Impact of Marketing Strategies on Game Success---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysSupercell's MoCo is a streamlined action RPG.The game features a polished and finished look.Gameplay is designed to be snappy and user-friendly.Monetization focuses heavily on cosmetics and battle passes.The game employs a gacha system for cosmetics.We express skepticism about the game's long-term appeal.Endgame content is a significant factor for player retention.Supercell's marketing strategy includes leveraging content creators.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricLatest article - https://open.substack.com/pub/lancaric/p/match-3d-ua-playbook-real-data-inside?r=7qqaf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=trueDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-aiFelix Latest Article - https://www.felixbraberg.com/post/the-end-of-gam-and-admob-placement-refreshes

Most struggling traders try to overcome drawdowns by trading more size & trading more frequently. This trading act is called revenge trading which does nothing more than increase the size of your drawdown leaving you in a bigger hole than you started with.In this episode of The Trading Coach Podcast, we're going to talk about how to eliminate revenge trading & strengthen your trading psychology so that you can emotionally deal with drawdowns.Your Trading Coach - Akil

Jakub and Felix discuss the latest trends in mobile gaming, focusing on new game releases, soft launches, and the impact of monetization strategies. We explore unique gameplay concepts, particularly in the match-3 genre, and analyze the role of intellectual property in game development. The conversation also touches on future predictions for mobile gaming and the challenges developers face in a competitive market.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/g04p176ZrDgJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Emerging Trends in Mobile Gaming12:17 The Evolution of Merge Games15:27 AI and Waifu Games: A New Frontier18:16 Unique Gameplay Mechanics in New Titles21:28 Family Farm Match: A New Take on Match-324:23 Exploring the Alpha of a New Pirate Game27:28 Supercell's Latest Innovations29:22 The Rise of User-Generated Content in Gaming30:37 Marketability of New Games31:46 Trends in Game Development33:11 Emerging Game Concepts34:37 The Match-3 Game Landscape37:15 Innovations in Game Mechanics40:12 RPGs and Their Appeal42:33 The Future of Game Genres45:46 The Impact of IP in Gaming---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysHoma is scaling rapidly with IAP-driven games.Soft launches are crucial for user acquisition.The merge genre is facing intense competition.Unique gameplay concepts can differentiate new games.Match-3 games continue to dominate the market.IP can significantly influence a game's success.The mobile gaming landscape is evolving with new mechanics.Developers must adapt to changing player preferences.Monetization strategies are key to sustaining games.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricLatest article - https://open.substack.com/pub/lancaric/p/match-3d-ua-playbook-real-data-inside?r=7qqaf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=trueDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-aiFelix Latest Article - https://www.felixbraberg.com/post/the-end-of-gam-and-admob-placement-refreshes

In his new book “Carbon: The Book of Life,” Paul Hawken guides readers through the integral role of carbon in our world and daily lives. Carbon is a miracle element that is the basis of life on earth, and yet, it has become maligned as the culprit of our climate change crisis. Hawken, a Bay Area native and longtime environmentalist and entrepreneur, offers a hopeful re-consideration of carbon, as a way to embrace our connection to the planet and guide us to climate solutions. We talk to Hawken about his new book, his work on environmental sustainability and how to reimagine our complex relationship with carbon and the planet as a whole. Guests: Paul Hawken, environmentalist, entrepreneur and author; his latest book is "Carbon: The Book of Life." His other books include "Regeneration," "Drawdown," "Blessed Unrest" and "The Ecology of Commerce."

In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift. Click here to view supporting charts referenced in today's episode. 

Today, we discuss the mobile game Match Villains, developed by Good Job Games. We explore its gameplay mechanics, market performance, and the competitive landscape of mobile gaming. The conversation goes into the game's features, comparisons with similar titles, and insights into the developers' strategies and industry trends. In this conversation, we dive into the innovative concepts and market trends in mobile gaming, mainly focusing on the Royal Match game and its competitors. We discuss the revenue potential of these games, comparing their performance and user engagement strategies. The conversation also touches on creative gameplay mechanics, scaling strategies, and the financial considerations necessary for success in the gaming industry. Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/te5fkSD0VLgJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Match Villains and Game Overview04:22 Game Performance and Market Positioning07:26 Gameplay Mechanics and Features Comparison10:12 Good Job Games and Industry Insights13:18 Creative Strategies and Marketing Approaches19:05 Innovative Game Concepts and Market Trends22:08 Revenue Potential and Market Comparisons24:37 Creative Gameplay Mechanics and User Engagement29:06 Scaling Strategies and Financial Considerations31:34 Future Prospects and Industry Insights---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysMatch Villains is gaining traction in the mobile gaming market.The game features mechanics similar to Royal Match.Good Job Games has a strong reputation in the industry.Market competition is fierce, with few games achieving high revenue.The game's growth is attributed to effective user acquisition strategies.The gameplay lacks some features compared to established competitors.The heist mechanic adds a unique twist to the gameplay.Good Job Games is a breeding ground for successful game developers.Creative marketing strategies are crucial for game visibility.The Turkish gaming market is evolving with new talent and innovation. Market comparisons reveal insights into game performance.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed:(03:41) Analyzing Short Reports and Company Trustworthiness(16:28) Concerns from the Short Report(21:14) Market Turmoil and Stock Performance(25:15) Recession Impacts on Holdings(34:25) Delta Airlines: Revenue Forecasts and Market Reactions(36:37) Impact of Government Changes on Financial Results(40:15) American Express: Valuation and Market Position(42:36) Spotlight on Perion Network: A Unique Investment Opportunity(47:45) Bubble Watch: Market Valuations and Investment Strategies(56:09) CoreWeave: AI Startup and IPO Speculations*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6.9% yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of 8/28/2024. A bond's yield is a function of its market price, which can fluctuate; therefore a bond's YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account.  The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income and fractional bonds. See Bond Account Disclosures to learn more.*********************************************************************FinChat.io is The Complete Stock Research Platform for fundamental investors.With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat *********************************************************************Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/*********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this episode, we explore the critical aspects of scaling games in the gaming industry, focusing on the right timing, key metrics, and financial strategies. Ridzki Syahputera from PVX Partners shares insights on cohort profitability, the importance of soft launching, and various financing options available for game developers. The conversation emphasizes the need for consistency in cohort performance and the role of data in making informed scaling decisions.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Special Guest: Ridzki SyahputeraYoutube: https://youtu.be/_HtnAVoNUUMJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Scaling in Gaming04:28 Key Metrics for Scaling Games07:32 The Importance of Soft Launching10:34 Understanding Cohort Profitability13:32 The Role of Consistency in Cohorts16:32 Funding Growth Strategies19:25 Navigating Debt and Equity Financing22:30 Cohort Financing Explained34:00 Understanding Payback Periods and Risk Monetization37:37 Data-Driven Financing: The Role of Cohorts40:39 The Underwriting Process: How Financing Works46:33 Cohort Analysis: Visualizing Performance Metrics52:08 Forecasting Future Performance: Tools for Financial Planning---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comRidzki SyahputeraFounder of PVX Partnershttps://www.linkedin.com/in/ridzkisyahputera/---------------------------------------TakeawaysScaling should be based on solid metrics and data.Cohort profitability is essential for sustainable growth.Soft launching allows for testing and iteration before scaling.Consistency in cohort performance builds confidence for scaling.Cohort financing can be a viable option for funding growth.Understanding the payback period is crucial for financial planning.Testing new creatives is necessary to maintain performance.The process of securing funding can be quick if the data is ready.Using tools for cohort analysis can aid in decision-making.Engaging with investors early can help secure necessary funding.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricLatest article - https://open.substack.com/pub/lancaric/p/match-3d-ua-playbook-real-data-inside?r=7qqaf&utm_campaign=post&utm_medium=web&showWelcomeOnShare=trueDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

We discuss the recent news of Applovin selling its gaming division to Tripledot for $900 million. We dive into who Tripledot is, its revenue model, and the impact of ad revenue in the mobile gaming industry. The conversation covers the rise of Tripledot, key milestones, acquisitions, and an analysis of their game portfolio, particularly focusing on Wodoku. We also explore the mechanics of ad revenue and provide estimates of Tripledot's earnings and future prospects. In this conversation, we go into the financial dynamics of the gaming industry, focusing on ad revenue, profit margins, and the strategic positioning of major publishers. We analyze the retention metrics of various games, estimate potential profits, and discuss the implications of publisher incentives and relationships within ad networks. Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/7VFD0qNTZIE Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to the Gaming Industry Shakeup04:33 Understanding Tripledot and Its Revenue Model07:50 The Rise of Tripledot: Key Milestones and Acquisitions10:37 Exploring Tripledot's Game Portfolio13:36 Analyzing Woodoku and Its Impact16:36 The Mechanics of Ad Revenue in Mobile Gaming19:39 Estimating Tripledot's Earnings and Future Prospects25:20 Analyzing Ad Revenue and Retention Metrics27:52 Estimating Profit Margins and Financial Health29:41 Publisher Incentives and Market Positioning32:20 The Role of Relationships in Ad Networks34:30 Diversifying Game Portfolios and Revenue Streams35:46 Creative Strategies in Game Marketing40:48 The Use of IP and Branding in Gaming42:48 Final Thoughts on Game Monetization Strategies---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysAd revenue is often more challenging to track than IAP revenue. Thats why people think it doesn't exist. Tripledot has seen substantial growth since its founding in 2017.Wodoku is a flagship title that has driven Triple Dot's success.Revenue estimates for Tripledot suggest they are earning substantial profits.User acquisition plays a crucial role in the success of mobile games.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

In this episode, we dive into the world of gacha games, focusing on the popular title Love and Deep Space.We explore the game's mechanics, revenue generation, and character interactions while also discussing the broader context of otome games and their appeal in the gaming market. The conversation highlights the game's unique features, including its combat system, dating mechanics, and ASMR elements, as well as the marketing strategies employed to attract players.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/wMBL7Z9qL88 Join our Slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction 01:37 Exploring Game Development03:17 Understanding Gacha Games and Waifu Genre06:46 The Success of Otome Games10:47 The Evolution of Paper Games and Love Nikki15:46 Cultural Context of Gaming in Asia20:54 Gameplay Mechanics of Love and Deep Space22:32 Exploring Combat Mechanics in Gacha Games24:16 The Dating Core: Building Relationships in Gameplay26:36 Innovative Features: ASMR and Photo Studio Mechanics28:41 Gacha Mechanics: The Money Maker of the Game31:10 User Engagement: The Role of Ads and Marketing35:16 Revenue Insights: Understanding the Game's Success39:56 Creative Strategies: Marketing and User Acquisition44:21 Conclusion: Learning from Niche Games---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysGacha games, particularly the waifu genre, are discussed in detail.Otome games are identified as a growing trend, especially among female gamers.Revenue insights reveal that 'Love and Deep Space' is generating substantial income.The game features a unique blend of storytelling and interactive mechanics.Character interactions play a crucial role in player engagement.Combat systems in gacha games are becoming more complex and engaging.ASMR features are introduced as a novel element in gaming.Love and Deep Space could do way more in their UA activities.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

The big things you need to know: First, we review our basic framework for thinking about drawdowns in US equities, a topic that's been coming up in client meetings over the past few weeks, as investor uncertainty regarding the economy has increased. Second, we have refreshed the math behind our YE 2025 bear case of 5,775, specifically our valuation/EPS stress test. Third, we run through our latest updates on the vibes breakdown in the US, where investor sentiment has plunged to crisis lows on one key metric. Fourth, some of our work suggests opportunity is opening up in Small Caps, though we think it's too early to go overweight.

In this conversation, we discuss the mobile game Vita Mayong, exploring its gameplay mechanics, user experience, monetization strategies, and user demographics. We delve into the game's ad revenue model, highlighting its success and the criticisms it faces from users regarding ad overload. The discussion also includes comparisons with other games in the genre and insights into the target audience, particularly seniors. The conversation concludes with reflections on user feedback and the game's future prospects. In this conversation, the speakers discuss the pervasive annoyance of ads in mobile gaming, the creative strategies used in game marketing, and the importance of funding for growth in the gaming industry. We delve into the role of AI in game development and how it influences user engagement and game performance. The discussion also touches on the evaluation of game creatives and the effectiveness of various marketing strategies.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/UeNb404tVVEJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Initial Thoughts on Vita Mayong04:35 Gameplay Mechanics and User Experience07:35 Ad Integration and Monetization Strategies10:34 Target Audience and Game Design Philosophy13:34 Dynamic Difficulty and Player Engagement16:39 Market Performance and Competitive Landscape19:10 Game Features and User Experience20:57 Ad Revenue Insights23:21 Market Dynamics and User Demographics24:57 User Feedback and Game Monetization29:24 Creative Strategies in Game Marketing31:17 Funding and Growth Strategies32:48 Competitor Analysis and Creative Inspiration34:59 Healing Through Gaming: The Impact on Mental Health36:45 Creative Diversity in Advertising: Strategies and Insights38:42 The Role of AI in Gaming: Innovations and Limitations39:47 Analyzing Ad Campaigns: What Works and What Doesn't41:48 The Power of Storytelling in Game Marketing44:28 Evaluating Game Performance: Metrics and Expectations---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysVita Mayong has gained significant popularity with 9 million downloads in 30 days.The game is heavily ad-driven, generating approximately $55 million annually.User feedback indicates frustration with the frequency of ads in the game.The game lacks complex features, focusing instead on straightforward matching mechanics.User demographics suggest a target audience of older players who prefer easy-to-play games.Comparative analysis reveals similarities with other successful mobile games like Block Blast.

In this episode, we explore Vietnam's rapidly expanding mobile gaming scene, now projected to exceed USD 1 billion in annual revenue by 2025 and boasting a year-over-year growth rate of nearly 30%—one of the highest in Southeast Asia. We spotlight pioneering Vietnamese game studios and their chart-topping hits, examining the creative approaches that have helped them gain international recognition. We also discuss how local developers navigate Vietnam's evolving regulatory environment and the potential hurdles these rising stars must overcome to sustain their momentum in the global market. Tune in to learn how Vietnam has become a powerhouse in mobile gaming and what's driving this unprecedented surge.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/lSzc2Y2DqFUJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction and Album Release03:35 Vietnam's Mobile Gaming Explosion05:43 Understanding Vietnamese Game Studios11:52 iKame: A Case Study16:21 Brave Stars: Success in Ad Monetization20:48 X Game Studios: The Hidden Giants24:49 The Evolution of Casual Gaming25:40 Understanding Ultra Casual Games26:51 The Appeal of Satisfying Gameplay27:37 User Acquisition Strategies in Mobile Gaming31:36 The Rise of Music-Based Games34:38 Competition in the Music Game Genre35:41 The Impact of Vietnamese Game Studios38:41 Regulatory Changes in Vietnam's Gaming Industry---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysVietnam has emerged as a significant player in the mobile gaming industry.The Vietnamese gaming market is characterized by collaboration among studios.iKame is a leading studio with impressive download numbers.Brave Stars has successfully tapped into the ad monetization model.X Game Studios is gaining traction with innovative titles.ABI Games is pioneering the ultra-casual gaming genre.Amanotes specializes in music-based games, showing a unique niche.OneSoft has a diverse portfolio, including popular puzzle games.The regulatory landscape in Vietnam is evolving, impacting foreign entities.Vietnamese companies are competitive globally, often outperforming their Western counterparts.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

The Harper Creek Optimist Club in Battle Creek is well known for its annual gift to the community in its Christmas Parade. One of the things that makes that parade possible - along with support for programs and education for young people - is the club's biggest fundraiser of the year: The Duncan Bailey Memorial Drawdown.HCOC's Dr. Jeromy Myers tells Community Matters how some event attendees become winners - and how Duncan Bailey made his mark on the club.Episode ResourcesMarch 1, 2025 Drawdown Event Page (Facebook)Purchase TicketsHarper Creek Optimist ClubABOUT COMMUNITY MATTERSFormer WBCK Morning Show host Richard Piet (2014-2017) returns to host Community Matters, an interview program focused on community leaders and newsmakers in and around Battle Creek. Community Matters is heard Saturdays at 8:00 AM on WBCK-FM (95.3) and anytime at battlecreekpodcast.com.Community Matters is sponsored by Lakeview Ford Lincoln and produced by Livemic Communications.

We review a new puzzle game from Vietnam, Goods Puzzle: Sort Challenge, discussing its gameplay mechanics, design, monetization strategies, and user engagement. We explore the challenges players face, the game's level structure, and how it compares to other titles in the genre. The conversation also delves into the game's ad revenue potential and future market trends, concluding with ratings and overall impressions.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/hZ3EfncFR3QJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to the Game Review04:18 Gameplay Mechanics and Challenges07:24 Game Design and Level Structure10:19 Reward Systems and Monetization13:21 Final Thoughts and Insights16:20 The Rise of Casual Gaming Mechanics19:23 Understanding Shallow Economies in Casual Games22:23 The Evolution of Game Features and Events25:19 Ad Revenue Strategies in Puzzle Games28:14 Balancing Gameplay and New Features31:21 Revenue Insights and Future Projections34:53 Scaling and Profitability Insights36:17 Funding and User Acquisition Strategies37:10 Organic vs Paid Growth Dynamics38:20 Creative Strategies in User Acquisition40:48 Market Trends and User Engagement42:32 Advertising Channels and Budget Allocation45:02 Performance Metrics and Retention Strategies50:41 Game Evaluation and Future Recommendations---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysThe game presents significant challenges that require strategic thinking.Monetization through ads is a key revenue driver for the game.User engagement is crucial, with a focus on retention strategies.The game design includes innovative level structures that enhance gameplay.Comparative analysis shows the game is competitive within its genre.Future growth potential is promising based on current trends.The hosts emphasize the importance of balancing gameplay and monetization.Ad revenue estimates suggest a strong financial performance.The game has a unique appeal that resonates with casual gamers.Overall ratings reflect a positive reception of the game's mechanics.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

Ever wondered why some games blow up while others fade into obscurity? We dive headfirst into the surprisingly complex world of Solitaire games—yes, Solitaire! Especiall, Candy Crush Solitaire! We unpack how this classic genre has evolved from your grandma's desktop time-killer to a booming corner of the gaming industry, fueled by IP powerhouses like Candy Crush Solitaire.Oh, and we're not holding back on the Candy Crush of it all. We swing between hype and skepticism about its latest spin-off, asking: Can a titanic IP guarantee success, or is the market too unpredictable? This episode's got hot takes, cold truths, and enough Solitaire trivia to impress your group chat.Get our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/uKTs4zqksY8Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to Solitaire and Personal Updates03:14 Metrics and Predictions in the Gaming Industry07:10 The Evolution of Solitaire Games13:10 New Entrants in the Solitaire Market19:11 Challenges and Opportunities in Game Development21:10 Review of Candy Crush Solitaire24:43 Brand Recognition and Game Mechanics26:04 Gameplay Dynamics and Strategic Depth29:43 Balancing Complexity and User Experience31:09 Monetization Strategies and Game Economics33:12 Advertising and Revenue Generation35:52 Event Rotation and Player Engagement41:54 Future Prospects and Market Competition44:58 Cultural Differences in Gaming45:47 Market Challenges and Pessimism47:03 User Acquisition Strategies48:47 The Role of Playable Ads50:00 Nostalgia in Game Marketing51:33 User-Generated Content and Its Impact53:42 Revenue Insights and Market Analysis57:41 Future Predictions for Solitaire Games---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysThe gaming industry is witnessing a battlefield of Solitaire games.Gameplay mechanics can create strategic depth in Solitaire games.The evolution of Solitaire games reflects changing player preferences.The future of Solitaire games may involve more aggressive monetization tactics. Pessimism about game launches can stem from high expectations and market competition.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej Lancaric

In this episode, we dive into the latest creative trends and insights in the gaming industry, focusing on creative trends and strategies, emotional advertising, and the growing impact of AI in mobile game marketing.We analyze successful game creatives, share thoughts on the evolution of marketing strategies, and explore how emotions are essential for engaging players. Together, we highlight the importance of iteration in improving game performance and discuss the future of game marketing as AI reshapes the industry.Join us for a comprehensive discussion that blends data, creativity, and cutting-edge technology to uncover what's next for game marketers and developers alike.Our Music Album: https://open.spotify.com/artist/2o80XDfSqkDIqmuc5tOZdtGet our Merch NOW: 25gamers.com/shop --------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Youtube: https://youtu.be/S5hOmIjVRYEJoin our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipgChapters00:00 Introduction to the Gaming Landscape03:02 Creative Trends in Game Advertising05:53 Analyzing Successful Game Creatives09:02 The Importance of Iteration in Game Development11:58 Understanding Game Revenue Dynamics14:58 Exploring New Game Concepts and Mechanics17:55 The Role of Physics in Game Creatives21:01 Future Directions in Game Advertising24:23 The Evolution of Top War's Marketing Strategy27:18 Creative Iteration in Game Advertising30:12 Visual Styles and Game Mechanics31:32 User-Generated Content in Game Promotion34:09 Innovative Advertising Techniques in Gaming36:35 The Role of Celebrity Endorsements39:10 AI and Creative Trends in Game Marketing---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------TakeawaysSuccessful creatives often use satisfying physics interactions.Iteration in game development is crucial but can be unpredictable.Understanding player psychology is key to successful game design.The future of gaming will rely on creativity and player satisfaction. Top War's marketing strategy is evolving with creative iterations.User-generated content is becoming more prominent in promotions.Innovative advertising techniques are essential for engagement.Celebrity endorsements can significantly impact game visibility.AI is influencing creative trends in-game marketing.The gaming industry is seeing a shift towards emotional storytelling.---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.mePlayable trends: https://lancaric.substack.com/p/playbles-trends-in-mobile-games-january?r=7qqaf

As we head into times where rising temperatures, superstorms, and mega-fires dominate the headlines, what has happened to our disaster-averting solutions? In this episode, we explore 'The Carbon Conundrum' and rethink our relationship with nature. Join host Jack Eidt as he features a discussion with post-humanist philosopher Báyò Akómoláfé and environmental leader and author Paul Hawken, moderated by Alex Forrester, Board Member of the Schumacher Center for a New Economics and Co-Founder of Rising Tide capital. They delve into the failures of current climate strategies, the pitfalls of solutionism, and the importance of reconnecting with Traditional Ecological Knowledge. This enlightening conversation challenges listeners to reconsider their approaches to environmentalism and climate action. Support the Podcast via PayPal https://www.paypal.com/donate/?hosted_button_id=LBGXTRM292TFC&source=url Paul Hawken [https://paulhawken.com/] starts ecological businesses, writes about nature and commerce. He has written nine books, including six national and NYT bestsellers: ‘Growing a Business', ‘The Next Economy', ‘The Ecology of Commerce', ‘Blessed Unrest', ‘Drawdown', and ‘Regeneration'. His latest book, ‘Carbon, The Book of Life', is available from Penguin RandomHouse in February 2025. Paul is the founder of Project Drawdown and Project Regeneration (https://regeneration.org/), which is the world's largest, most complete listing and network of solutions to the climate crisis. Báyò Akómoláfé Ph.D., [https://www.bayoakomolafe.net/] rooted with the Yoruba people in a more-than-human world, is a posthumanist thinker, poet, teacher, public intellectual, essayist, and author of two books, These Wilds Beyond our Fences: Letters to My Daughter on Humanity's Search for Home (North Atlantic Books) and We Will Tell our Own Story: The Lions of Africa Speak. Bayo Akomolafe is the visionary founder of The Emergence Network, a planet-wide networking project and inquiry at the edges of the Anthropocene that seeks to convene new kinds of responsivities, sensuous solidarities, and experimental practices for a posthumanist parapolitics. He currently lectures at Pacifica Graduate Institute, California. He sits on the Board of many organizations. A frequent keynote speaker and guest lecturer, Dr. Akomolafe's critically popular expression, “the times are urgent, let us slow down,” with which he attempts to frame new concepts (such as ontofugitivity, the Afrocene, iatropolitics, curapoiesis, white syncopation, ecocognitive assemblage theory, postactivism and parapolitics) that reframe and renaturalize human action, agency, and responsibility in an immanent, agonistic worlding of possibilities for life-death. Dr. Akomolafe is a Member of the Club of Rome and an Ambassador for the Wellbeing Economy Alliance. He is currently writing his third book, ‘An Ocean of Milk: Morality, Desire, and the Monster at the Edge of the World'. Jack Eidt is an urban planner, environmental journalist, and climate organizer, as well as award-winning fiction writer. He is Co-Founder of SoCal 350 Climate Action and Executive Producer of EcoJustice Radio. He writes a column on PBS SoCal called High & Dry [https://www.pbssocal.org/people/high-dry]. He is also Founder and Publisher of WilderUtopia [https://wilderutopia.com], a website dedicated to the question of Earth sustainability, finding society-level solutions to environmental, community, economic, transportation and energy needs. Podcast Website: http://ecojusticeradio.org/ Podcast Blog: https://www.wilderutopia.com/category/ecojustice-radio/ Support the Podcast: Patreon https://www.patreon.com/ecojusticeradio PayPal https://www.paypal.com/donate/?hosted_button_id=LBGXTRM292TFC&source=url Executive Producer and Host: Jack Eidt Engineer and Original Music: Blake Quake Beats Episode 249 Photo credit: Carbon book cover

Meredith Lindvall earned a BS in Environmental Science and a Master of Public Health in Environmental Health both from Emory University. She has a passion for the relationship between people's health and their environments that has led to a commitment to careers in the environment. An Atlanta native, she has worked in the health research, environmental and sustainability departments at Emory Pediatric Pulmonology, Delta Air Lines, The Home Depot and Cox Enterprises where she currently serves as the Assistant Vice President of Waste, Water, Nature & Biodiversity. Meredith joined Cox in 2011 and led Cox's recent industry leading achievement of Zero Waste to Landfill by 2024. She currently serves on the board of LiveThrive Atlanta, who operates the Center for Hard to Recycle Materials, and as Secretary of the Board of the Keep Georgia Beautiful Foundation. Meredith Joins Sustainable Nation to Discuss: Steps to achieving 90% waste diversion rate Employee engagement strategies and initiatives, including translating zero waste to KPIs  Cost benefits of moving to zero waste Advice and recommendations for sustainability professionals Meredith's Final Five Questions Responses: What is one piece of advice you would give other sustainability professionals that might help them in their careers? My advice is to meet people where they are. The reason that's important is because you are trying to gain buy-in. If you can put yourselves in their shoes, figure out why they should care, you can translate sustainability to a really wide range of audiences. Think about, when you're not talking to sustainability professionals, how can you translate what your mission is into a way that this person can be passionate about it? Whether that is a time savings, whether that's that they like to go out on the weekends with their grandkids and learn about the environment, they want to deliver financial savings, they want to have a different relationship with their supplier. I would encourage you to carve out time to think about your audience and meet them where they're at and then bring them on that journey with you. What are you most excited about right now in the world of sustainability? I am excited that the sustainability world is really rapidly expanding past carbon to add things like biodiversity and nature that really, for me, connect our why back to nature and ecosystems and the planet. You heard me say up top that that's really where my passion has been. We're really interconnected, the environment, humans and the planet and species. I'm excited to see biodiversity goals and some of these other things that are really more closely connecting the dots between climate change, species, habitat, and traditional environmental work that, in my opinion, has been a little bit siloed. I'm excited about those coming together. What is one book you'd recommend sustainability leaders read? I'm guessing everyone's read Green to Gold, so for a more current one, I would say Drawdown, which builds on Paul Hawkins' work in the ecology of commerce and really breaks it into truly actionable steps that we as a society can take to combat climate change in the next 50 years. What are some of your favorite resources or tools that really help you in your work? Knowing that your audience are experts in this field, some I'm sure they've been to themselves, but I would say GreenBiz, which is now Trellis, Sustainable Brands, Environment+Energy Leader, in-house tools. Big helpful things for us have been to gamify the actions that we want employees to take. Whether that is an in-house tool or an off the shelf tool, I would just encourage people to look at what can you do to amplify your work given that sustainability teams are often very small. One that I did want to throw out there that folks might not be as familiar with, but again where my passions intersect, is the National Association of Environmental Managers, which really, from my perspective is connecting the environmental health and safety and sustainability work together. As sustainability becomes more regulated and compliance based, I really see a lot of synergy there in that association. Where can our listeners go to learn more about you and the work being done at Cox? Listeners can go to coxenterprises.com and look under the Our Impact tab and there you can see our impact report. You'll see a call out on all of our sustainability work where you'll be able to check out the zero waste to landfill achievement, our water work, our carbon work, and then you'll also be able to look at our social impact impact work there as well for 34 by 34. You can find me on LinkedIn, Meredith Lindvall.

Drawdowns in trading are natural. If handled the right way, you barely even notice them, but if handled the wrong way, well...BOOM there goes your account. Here are some tactics to help you do more of the former & avoid the later. Learn to Trade at www.TierOneTrading.com Your Trading Coach - Akil --- Support this podcast: https://podcasters.spotify.com/pod/show/thetradingcoachpodcast/support

My guest today is Ernie Garcia. Ernie is the co-founder and CEO of Carvana. Ernie joined me on Founder's Field Guide in 2021 and despite all that the business has gone through since that conversation, you'll hear how he has the exact same demeanor and crystal clear vision for the business and its operations today. Carvana is one of the most remarkable business turnaround stories in recent history, and Ernie gives us a raw and candid explanation of navigating through a 99% stock price decline and ultimately emerging stronger on the other side. I don't know many leaders who could survive this. He credits his team of A players again and again for successfully weathering the storm and maintaining morale. We discuss leading through crisis, building for the long term, and a focus on ruthless prioritization and efficiency gains. Please enjoy my conversation with Ernie Garcia.  Check out our new print publication Colossus Review. My guests today For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. It's also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. — This episode is brought to you by Tegus, where we're changing the game in investment research. Step away from outdated, inefficient methods and into the future with our platform, proudly hosting over 100,000 transcripts – with over 25,000 transcripts added just this year alone. Our platform grows eight times faster and adds twice as much monthly content as our competitors, putting us at the forefront of the industry. Plus, with 75% of private market transcripts available exclusively on Tegus, we offer insights you simply can't find elsewhere. See the difference a vast, quality-driven transcript library makes. Unlock your free trial at tegus.com/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.  Follow us on Twitter: @patrick_oshag | @JoinColossus Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:00) Carvana's Journey (00:07:38) Facing the COVID-19 Challenge (00:08:12) The Rise and Fall: Carvana's Rollercoaster (00:10:05) Leadership and Resilience in Tough Times (00:14:32) Handling Drawdowns and Communication (00:16:58) Maintaining Calm and Leadership (00:18:19) The True Story of Carvana's Journey (00:20:36) Navigating Market Challenges (00:23:40) Learning to Say No (00:30:35) Project Management and Accountability (00:34:22) The Importance of Player-Coach Leadership (00:35:53) The Importance of Vertical Integration (00:40:43) Customer Experience and Vertical Integration (00:41:41) Navigating Economic Variables (00:43:52) Building Resilience in Business (00:45:27) Balancing Personal and Professional Life (00:48:57) Efficiency and Growth in Carvana (00:59:02) Insights on Investors and Entrepreneurship (01:02:42) Lessons from Family and Origins of Carvana (01:11:22) The Kindest Thing Anyone Has Done For Ernie