Podcasts about investment thesis

It's not yet clear exactly how devasting the loss of federal funding for climate nonprofits and climate tech companies will be, but we know the toll will be high. Beyond the funding freeze, there have also been rumors of other federal action targeting nonprofits in this space. No one knows exactly what will happen, but it's clear that philanthropy is more important than ever. Philanthropy alone can't fill the gap left by the government, but it can make a real difference.This episode is the first in a series of conversations we'll have this year focused on climate philanthropy. We're starting with not only one of the biggest climate foundations in the U.S., but also one that combines philanthropy with investments designed to catalyze more capital flows to climate. The MacArthur Foundation has long been a leader in using this impact investing approach to improve the ROI for investors seeking market-rate returns. In today's conversation, we're joined by MacArthur Foundation's Director of Impact Investments John Balbach and Program Officer Deborah Philbrick. We spoke about the Foundation's holistic, problem-first approach to climate, what that means for both their philanthropic funding and impact investing, how they're stepping up to what they see as a civil society crisis, and much more. Lots to learn and think about in this one. Let me know if you have ideas about other foundations to feature in this series. Here we go. On today's episode, we cover:[02:36] Introductions of John and Deborah[04:21] Overview of MacArthur Foundation's Climate Work[05:52] Climate Solutions Big Bet Details[07:02] Philanthropic Strategy and Theory of Change[08:15] Grantee Examples[10:37] Impact of Federal Funding Freeze[12:55] Strategic Shifts and Foundation's Role[15:57] Climate Philanthropy Landscape[17:04] Sub-national Climate Priorities[18:19] MacArthur's Impact Investing History[20:36] Risk and Return Approach[22:45] Impact Assessment Methodology[25:11] Catalytic Capital Strategies[28:01] Investment Thesis[31:20] Administration's Impact on Investments[33:30] Systemic Transformation DiscussionResources MentionedMacArthur FoundationMacArthur Fellows ProgramMacArthur Foundation: Climate Solutions Big BetJust Transition FundLeague of Conservation Voters Education FundAzolla VenturesEncourage Solar FinanceSunwealthMacArthur Foundation: How We Leverage the ‘Full Continuum' of Capital to Address the Climate CrisisMacArthur Foundation: Aligning Our...

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

In today's episode, Circle's upcoming IPO, and how the company is positioning itself within the stablecoin market. We also explore the evolving revenue models of Ethereum and Solana.~~~~~

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

In this interview we talk to Right Tail Capital's Founder, Jeremy Kokemor. Jeremy has been in the investment world for almost 3 decades and started his own investment firm back in 2022. In this conversation, he shares his experience running an investment advisory firm, how he picks stocks, and talks about 3 of his past investments in quality businesses. We hope you enjoy!  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Right Tail Capital Investment Philosophy (1:58) — How the Business of Investing Interrupts Good Investing (9:21) — Absolute vs Relative Return, Stock Selection (19:43) — Biggest Position, NVR, Dream Finders Homes, and Home Builders (31:26) — Murphy USA, Gas Station Industry (49:24) — Ferguson, Plumbing and HVAC B2B Distributors, Floor & Decor Similarities (1:01:24) — When Research Changed an Investment Thesis, Why Not Call it Left Tail Capital?    -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

 Ashish Achlerkar, Founder and Chairman at NearU Starting a business from scratch is challenging, but Ashish Achlerkar, Founder and Chairman of NearU, took a unique path—leveraging M&A as a tool for entrepreneurship. In this episode of the M&A Science Podcast, Ashish shares how he transitioned from investment banking to building a multi-state, multi-million-dollar business in the skilled trades industry. Ashish's journey is a masterclass in leveraging M&A for business expansion, focusing on strategic acquisitions, cultural alignment, and operational efficiency to build a thriving company in an industry ripe for disruption. Things you will learn: Entrepreneurship through acquisition – Why M&A is a tool, not an end goal How to evaluate industries for acquisition – Why the skilled trades industry was the perfect fit  Building a scalable business post-acquisition – The importance of training and technology Working with private equity – How to find the right partner and maintain control What is the Buyer-Led M&A™ Virtual Summit This isn't just another webinar—it's an interactive experience designed to give you the tools and strategies to lead your M&A deals with confidence. This half-day event brings together corporate development leaders and M&A experts to explore Buyer-Led M&A™, showing how you can take control of every stage of the deal. Register Now Episode Timestamps: [00:01:30] Ashish's Journey from Banking to Entrepreneurship [00:02:30] Lessons Learned from the Entrepreneurial Journey [00:07:00] Defining Purpose and the ‘Why' Behind Entrepreneurship [00:10:30] Making the Leap from Corporate to Startup Life [00:13:00] Selecting a Sector Through First Principles Thinking [00:18:00] Building the Investment Thesis for NearU [00:26:30] Executing the First Deal with a Bootstrap Approach [00:31:30] Sourcing Deals Through Relationships & Reputation [00:37:00] Challenges in Early and Scaling Phases [00:40:00] Working with Private Equity While Preserving Vision [00:48:00] Final Reflections: Transparency, Integrity & Doing the Right Thing          

Episode Summary:Having a clear investment thesis helps you make better decisions, improve your deal flow, and maximise your returns. Cheryl and Maxine break down exactly what an investment thesis is, why it matters, and how to structure one that fits your risk appetite, interests, and long-term goals.They explore the core elements of an investment thesis, including industry focus, stage, business model, and geography. Plus, they highlight key company criteria investors should consider, from strong founding teams and large market opportunities to traction and defensibility.Beyond just what to invest in, this episode also covers how to stand out as an investor, build a strong value proposition, and get access to the best deals. They wrap up with an essential discussion on portfolio construction, time horizons, and risk management, so you don't run out of money before your portfolio has a chance to deliver returns.If you're looking to sharpen your investing strategy and back better startups with confidence, this episode is a must-listen.Key Takeaways:00:00 – Introduction: Why your investment thesis matters01:49 – Defining an investment thesis: What it is & why it's essential04:49 – How to break down your thesis into clear categories05:16 – Industry focus: Verticals, horizontals, and emerging trends07:05 – Stage focus: Pre-seed, seed, growth—how to pick your sweet spot08:24 – Business model focus: B2B SaaS, marketplaces, and beyond10:01 – Geography: The pros and cons of investing locally vs globally14:29 – Key questions every investor should ask themselves17:24 – Company-specific criteria: How to create your investment checklist22:33 – Evaluating market size and growth potential25:39 – Pain vs pleasure: Investing in painful problems vs unmet desires29:54 – Unique or niche theses: Second-time founders, alumni networks, and more33:46 – Access and deal flow: How to attract great opportunities38:35 – Understanding your personal risk profile & timeline expectationsResourcesAngel Academy – Comprehensive angel investing course for Australia & NZ: www.venture.academyAussie Angels – Cheryl's platform for angel investing https://www.aussieangels.com/Co-Ventures – Maxine's venture capital firm https://www.coventures.vc/Sponsors:First Cheque is supported by our wonderful sponsors:Vanta: Join 7,000 global companies like Atlassian and Dovetail that use Vanta to build trust and prove security in real time. Get 10% off https://dayone.fm/vantaRocking Horse: Rocking Horse helps startups access their R&D tax rebate early. Get up to $3M in non-dilutive finance, solve cash flow challenges, and accelerate growth. Easy application, fast approval. Smart investment for innovative startups. https://dayone.fm/rockinghorseGalah Cyber: Galah Cyber are perfect for founder-lead and SAAS businesses. Galah provides advice, education, and training. Get in touch with Galah Cyber for a complimentary call to make sure you're secured.https://dayone.fm/galah The Day One NetworkFirst Cheque is part of Day One, the podcast network dedicated to founders, operators & investors.To learn more, join our newsletter to be notified of new and upcoming shows. The only content we create is content that will help Australian founders.If you want to learn about upcoming guests and when a new First Cheque episode is available, join the

Join host Nataraj as he sits down with Karthee Madasamy, the Managing Director of MFA Partners, to discuss his journey from chip designer to venture capitalist in the world of deep tech.About the Episode:This episode explores Karthee's transition from a technical background in semiconductors and wireless communication to a successful career in venture capital. He shares his experiences at Qualcomm Ventures, where he led investments in companies like Waze and MapMyIndia, and discusses his current focus on deep tech companies at MFA Partners. Karthee provides valuable insights into the evolution of venture capital, the challenges of raising a fund, and the exciting potential of technologies like AI, robotics, and quantum computing.Karti dives into the nuances of investing in deep tech, sharing his investment thesis for MapMyIndia and highlighting the importance of understanding technology commoditization. He also discusses the incentive structures within corporate venture capital versus traditional VC firms, and offers advice for those considering a career in the field.About the Guest and Host:Karthee Madasamy: Managing Director of MFA Partners, previously Managing Director and Vice President at Qualcomm Ventures. → LinkedIn: https://www.linkedin.com/in/kartheemfv/Nataraj: Host of the Startup Project podcast, Senior PM at Azure & Investor. → LinkedIn: https://www.linkedin.com/in/natarajsindam/→ Twitter: https://x.com/natarajsindam→ Email updates: ⁠https://startupproject.substack.com/⁠→ Website: ⁠⁠⁠https://thestartupproject.io⁠⁠⁠Timestamps:00:00 - Introduction00:51 - Karthee's Journey into Venture Investing02:46 - First Job in Venture Capital04:52 - Early Deals and Learnings07:34 - Identifying Technology Commoditization09:56 - Investment Thesis for MapMyIndia13:32 - Incentives in Corporate vs. Traditional VC18:09 - Starting MFA Partners and Fundraising Challenges23:37 - Lessons Learned from Fundraising25:01 - The State of Deep Tech32:42 - Investing in PsiQuantum and the Future of Quantum Computing43:34 - Staying Updated and Influential Content45:54 - Key Learnings about InvestingSubscribe to Startup Project for more engaging conversations with leading entrepreneurs!→ Email updates: ⁠https://startupproject.substack.com/⁠#startupproject #deeptech #venturecapital #investing #qualcommventures #mfapartners #ai #robotics #quantumcomputing #technology #innovation #entrepreneurship #podcast #youtube #tech #mapmyindia #waze #psiquantum #semiconductors

Join me as I sit down with Leeor Groen, Managing Director at Spartan Group, a leading Web3 and DeFi venture capital firm. We dive into his journey from consulting to crypto, the evolution of DeFi, tokenomics, AI in blockchain, and his vision for financial freedom.

In this episode, featuring Keith Muller, CEO of Atlantic Lithium, we discuss the latest developments and challenges facing the lithium market and Atlantic Lithium's shareholders over the past 18 months. Keith provides insights on the emergence of African spodumene supply and its impact on the lithium industry, along with an update on Atlantic Lithium's involvement in the Ghana elections and its collaborative ventures with Piedmont Lithium. The company is forecasting 360,000 tons per year of spodumene concentrate. The interview also highlights strategic investments, project milestones, and potential financing options, noting that the company is fortified by strategic partnerships and boasts zero debt. CHAPTERS

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

In this episode at PDAC 2025, we interact with Power Metals' Chairman Johnathan More, CEO Haydn Daxter and Winsome Resources' Managing Director, Chris Evans. The discussion covers Power Metals' recent high-grade cesium discoveries, significant market growth from a 40 million to 200 million market cap, and its impact on the cesium market dominated by China. Johnathan and Haydn also address the strategic initiatives, potential for billion-dollar valuation, and plans for North American cesium industry growth. Additionally, the episode delves into cesium applications, unique mineral properties, and partnerships, including with Canaccord Genuity, aimed at advancing the company's goals. The conversation highlights the collaborative efforts with the Ontario government, indigenous partners, the future path to production as well as Winsome's investment thesis in Power Metals. CHAPTERS

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income

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:(04:37) Capital Expenditures and AI Investments(24:16) Match Group's New CEO and Stock Purchase(27:29) Philip Morris Earnings and Future Outlook(35:37) Meta's Performance and Alphabet's Misunderstanding(39:40) Google's Cloud Growth and Investment Thesis(44:11) Marketing Strategies and Brand Perception(48:15) Bubble Watch: SoftBank's Ambitious AI Project(52:43) Spotlight on Crocs: A Future Small Cap?(59:53) Netflix's Entry into Podcasting and Content Strategy*****************************************************JOIN OUR CHAT COMMUNITY:https://chitchatstocks.substack.com/ *********************************************************************Sign-up for a bond account atPublic.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.

We are revisiting Episode 42, originally aired July 26, 2024, where we look at how AI Power Grid Pressure can also be a headwind to consider in your long-term AI investing strategy. Start with our AI Portfolio and Investment Thesis discussed in ⁠Episode 21⁠ to understand the full AI investing picture.  According to our very own Jess Inskip, "The real ‘P/E Risk' isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke

Empowering Women in Venture Capital: The Journey of Marcia Dawood Marcia Dawood is not just a name in the venture capital world; she is a beacon of hope and empowerment for women entrepreneurs across the globe. As a venture partner at Mindshift Capital, Marcia's mission revolves around elevating women-led innovation in sectors that matter, such as health tech, fintech, edtech, and food tech. This blog post delves into her journey, her investment thesis, and the essential changes needed in the venture capital landscape to foster diversity and inclusion. From Angel Investing to Venture Capital Marcia's venture into the investment world began about twelve years ago when she attended an angel investing meeting. Initially unaware of what angel investing entailed, she quickly grasped the innovative potential around her. However, she was struck by a sobering realization: the lack of funding for women entrepreneurs. This pivotal moment inspired her to join various funds, contributing as an investor and member of investment committees. Marcia's passion for supporting women-led businesses led her to co-found Mindshift Capital with her colleague Heather Henyan. Their goal? To invest in women-led companies globally, creating a ripple effect of change and innovation. The Investment Thesis at Mindshift Capital Marcia's investment thesis is rooted in the belief that women-led companies can drive significant change in the world. Mindshift Capital focuses on four key areas: health tech, fintech, edtech, and food tech. These sectors are not just trends; they represent the future of innovation and societal improvement. Global Trends in Investment Marcia highlights a fascinating trend: many entrepreneurs seeking funding often look to the U.S. to commercialize their innovations. This phenomenon is colloquially referred to as "all roads lead to Delaware." U.S. investors can sometimes be hesitant to invest in foreign companies due to unfamiliar tax implications. However, Marcia and her team have successfully navigated these complexities, allowing them to invest in promising companies at lower valuations while providing valuable support for their growth. Understanding Money: A Personal Journey Marcia is currently fascinated by the mindset surrounding money and how it affects people's willingness to invest. She believes that if more individuals understood the potential for positive change through investment, the landscape of entrepreneurship would look vastly different. Many people still perceive investing as an exclusive domain for the wealthy and well-connected. To address this gap in understanding, Marcia launched her podcast, The Angel Next Door, aimed at demystifying angel investing and making it accessible to everyone. She also authored the book Do Good While Doing Well, which discusses how individuals can invest in impactful companies while also achieving financial returns. The Educational Gap in Investing Marcia observes that women often donate money, while men are more inclined to invest. This discrepancy highlights a significant educational gap. Many women are willing to invest but may lack the confidence or knowledge to do so. Conversations about investing need to be normalized and encouraged, ensuring that women feel invited into the investment room. The Future of Venture Capital When envisioning the future of venture capital, Marcia sees a movement toward democratizing private investing. The SEC's 2016 rule change allowed for equity crowdfunding, enabling more people to invest with smaller amounts, starting from as little as $50. This shift has the potential to create a more inclusive investment landscape. Marcia believes that just as public markets have evolved to become more accessible, private investing can follow suit. The rise of platforms like Robinhood has already changed how people engage with the stock market, and similar changes can be expected in venture capital. Expanding Definitions of Accredited Investors Another critical aspect of the future of venture capital involves redefining what it means to be an accredited investor. Marcia sits on an advisory committee to the SEC, where discussions surrounding the definition of accredited investors are ongoing. She argues that expanding this definition and providing more education will allow a broader range of individuals to participate in venture capital, ultimately leading to systemic change. Resources for Aspiring Investors Marcia's website, marciadawood.com, is a treasure trove of resources for aspiring investors. Visitors can access free materials, including the first chapter of her book and worksheets designed to guide new investors. Her podcast episodes cover various topics related to equity crowdfunding and fundraising, making them valuable for both entrepreneurs and potential investors. Frequently Asked Questions What inspired Marcia to focus on women-led companies? Marcia's journey began when she realized the significant underfunding of female entrepreneurs despite their innovative potential. This motivated her to create opportunities for women-led businesses through her work at Mindshift Capital. How can someone become an angel investor? Anyone interested in becoming an angel investor can start by educating themselves through resources like Marcia's podcast, The Angel Next Door, and her book, Do Good While Doing Well. Additionally, joining local angel groups or crowdfunding platforms can provide valuable insights and networking opportunities. What are the key sectors Mindshift Capital focuses on? Mindshift Capital primarily invests in health tech, fintech, edtech, and food tech, aiming to support companies that are making a meaningful difference in the world. How does Marcia see the future of venture capital evolving? Marcia envisions a more democratized venture capital landscape, where private investing becomes accessible to a broader audience. She believes that changes in regulations and educational initiatives will facilitate this shift. Conclusion Marcia Dawood's journey from angel investing to becoming a venture partner at Mindshift Capital is a testament to her commitment to empowering women-led businesses. Her work not only fosters innovation but also encourages a more inclusive investment landscape. By breaking down barriers and providing resources, Marcia is paving the way for the next generation of investors and entrepreneurs. For more insights and resources, be sure to check out her website and tune into her podcast!

Send us a textIn this jam-packed episode of the Unofficial Companion Podcast to HBO Max's Industry, we dive into Season 2, Episode 4, There Are Some Women. This week, we delve into the nuanced depiction of compensation negotiations, or "comp season," exploring the implications of Harper's bonus reveal and the significance of her $25 million contribution to PeerPoint. What does it mean to be "paid at the upper end of the band"? And why do analysts and associates have their bonuses capped, even when they deliver exceptional results? We also touch on the regulatory requirement of "mandatory two-week vacations" in the trading world, designed to uncover potential fraud—a detail that adds authenticity to the storyline as Eric grapples with his sidelined status.We also dissect the fictional telemedicine company FastAid, a thinly veiled reference to the shifting healthcare market dynamics. From the challenges of last-mile care to the implications of Big Tech's consolidation in the healthcare space, we discuss the real-world parallels of Amazon's acquisition of One Medical and how it reflects larger trends in private equity and telemedicine. The episode further explores the financial strategies of Yasmin's family office, raising questions about liquidity management, diversification, and the role of private equity in reshaping legacy businesses.Finally, we examine how power dynamics permeate every facet of the characters' lives—whether it's Eric's struggle for control, DVD's attempts to outshine Harper, or Gus's foray into politics. Mentor-mentee relationships become a recurring theme, blurring the lines between personal and professional. We'll also analyze how these dynamics are often underpinned by issues of wealth, privilege, and ambition. Don't miss this deep dive into the finance-heavy themes and human drama that make Industry such a compelling watch!Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk...

The crypto world is a wild west of memecoins and institutional bets. Are you feeling lost in the noise? Ryan Watkins, co-founder of Syncracy Capital, joins us to break down his 2025 crypto investment thesis. He reveals how to profit from both the speculative frenzy and the underlying fundamental growth of the crypto economy.~~~~~

Send us a textIn this episode of The Wall Street Skinny, hosts Jen and Kristen sit down with the extraordinary Avery Sheffield, co-founder, Chief Investment Officer, and Senior Portfolio Manager at VantageRock, the long-short equity strategy within Rockefeller Asset Management. In this conversation, Avery distills complex financial strategies and concepts, such as information asymmetry, formulating investment theses, and balancing long and short positions in equity markets. She shares invaluable insights into the intersection of macroeconomic trends and equity valuation.Avery's discussion dives deep into the core mechanics of managing an equity portfolio, including the pivotal role of catalysts in shifting market sentiment and valuation. Her expertise in identifying opportunities amid information overload—what she describes as “seeking asymmetry”—provides a fascinating look into how successful investment strategies are built. Avery also explains how behavioral psychology concepts, like anchoring and herding, influence market dynamics, and how she integrates them into her decision-making process. Her illustrative examples of recent market movements, such as the structural changes in the airline industry, offer listeners actionable takeaways and a clearer understanding of practical investment strategies.What sets Avery apart is not just her professional prowess but her ability to manage a high-pressure career alongside raising four young children. As a mother and a leader, she shares her approach to work-life balance, highlighting the power of careful planning, teamwork, and leveraging support systems. Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...

In this episode, we're joined by Felipe from Theia to discuss his recent thesis piece, “Internet Finance”. We cover his thoughts on global property rights, and how crypto rails can truly make capital a globally competitive market. Additionally, we discuss fundamental based investing, returning capital to token holders, and developing a moat in crypto. Finally, we discuss dead capital in DeFi. Thanks for tuning in! -- Resources Internet Finance by Felipe: https://x.com/TheiaResearch/status/1876618782871048429 -- Uniswap Labs is running a $15.5 million bug bounty for critical bugs found in Uniswap v4, the largest bug bounty crypto has ever seen! This bug bounty follows nine independent audits of the protocol, and aims to make it one of the most rigorously reviewed codebases ever deployed to Ethereum. You'll find all the information you need about the bug bounty, from eligibility and scope to, of course, details about rewards and prize payouts in the following link: https://v4.uniswap.org/?utm_medium=podcast&utm_source=bellcurve&utm_campaign=11-24-v4 -- Earn, borrow, and build on your terms using Morpho! Morpho is a permissionless lending platform that allows anyone to earn yield and borrow assets with better rates. Its flexible, trustless infrastructure also empowers developers and businesses to build and tailor their own financial products. Whether you're an individual, fund, fintech, or institution, Morpho is for you.  Get started today: https://app.morpho.org/?network=mainnet&spdl=99nsk9 -- Follow Felipe: https://x.com/TheiaResearch Follow Mike: https://x.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ Join the Bell Curve Telegram group: https://t.me/+nzyxAvQ0Xxc3YTEx -- Timestamps: (0:00) Introduction (3:58) Unified Servers and Smart Contract Codes (12:42) Global Property Rights and Tokenizing Assets (21:08) Uniswap Ad (22:02) Morpho Ad (23:10) Theia's Investment Thesis (26:28) Does Crypto Trade on Fundamentals? (29:20) Returning Capital to Token Holders (38:02) Good Business, Bad Token (43:55) Projects with Equity and Token Components (52:23) Developing Moats in Crypto (1:03:50) Can Robinhood Compete with Coinbase? (1:06:36) Dead Capital in DeFi (1:12:58) Closing Thoughts -- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.

This episode of Startup Project tackles that very problem! Join host Nataraj as he sits down with David Shim, CEO of Read.ai, a company that just raised $50 million in Series B funding to revolutionize how we handle meetings and work in general. About the Episode: This insightful conversation dives deep into Read.ai's innovative AI-powered meeting summarizer. David, a repeat founder, trader, investor, and former CEO of Foursquare, shares his journey, from the initial spark of an idea during a particularly unproductive Zoom call to Read.ai's current position as a top meeting note-taker. He reveals the secrets behind their rapid growth, achieving a remarkable climb from #20 to #2 in the world in less than 18 months – all with zero dollars spent on media marketing! David discusses his unique approach, combining video analysis with text, to create meeting summaries that go beyond simple transcriptions. Learn how Read.ai analyzes sentiment, engagement, and even subtle cues like speaking pace to deliver truly insightful summaries. The conversation also touches upon the future of work, with David advocating for hybrid work models and sharing his perspective on the current AI hype cycle. He provides a compelling vision for Read.ai's evolution into a true "co-pilot" for everyone, everywhere, seamlessly integrating with various platforms to streamline workflows and boost productivity. The discussion extends to David's own investment strategies, offering valuable insights into his approach to venture capital and angel investing. About the Guest and Host: David Shim: CEO of Read.ai, repeat founder, trader, investor, and former CEO of Foursquare. Connect with David: → LinkedIn: https://www.linkedin.com/in/davidshim/. → Website: https://www.read.ai/ Nataraj: Host of the Startup Project podcast, Senior PM at Azure & Investor. → LinkedIn: https://www.linkedin.com/in/natarajsindam/ → Twitter: https://x.com/natarajsindam → Email updates: ⁠https://startupproject.substack.com/⁠ → Website: ⁠⁠⁠https://thestartupproject.io⁠⁠⁠ Timestamps: 00:02 - Introduction and Guest Introduction 00:54 - David's Location and Work Model 01:17 - Remote vs. Hybrid Work Models 03:37 - The Origin Story of Read.ai 05:50 - Read.ai's Initial Idea and Technological Challenges 08:42 - Analyzing Video and Text Data 11:33 - The Evolution of Read.ai's Product and Value Proposition 12:41 - Overcoming Challenges in Product Adoption and User Experience 14:50 - Customer Acquisition Strategy and Product-Led Growth 16:58 - Word-of-Mouth Marketing and Inherent Virality 19:43 - Read.ai's Expansion Beyond Meeting Notes: "Copilot Everywhere" 20:16 - Vision for Read.ai as a Universal Work Copilot 22:57 - Targeting Specific Verticals While Maintaining a Horizontal Approach 24:55 - Foundation Models and Pricing Strategies 29:15 - David's Perspective on the Current LLM Landscape 30:37 - Using AI to Optimize Internal Operations at Read.ai 34:09 - Thoughts on AI Agents and Their Current State 36:44 - Read.ai's Vision for the Next Few Years 41:11 - David's Investment Thesis and Strategies 46:21 - David's Early Career in Trading 50:59 - Current Consumption (Books, Podcasts, etc.) 52:38 - Mentors and Their Influence 54:13 - Lessons Learned as a Founder and Investor Subscribe to Startup Project for more engaging conversations with leading entrepreneurs! → Email updates: ⁠https://startupproject.substack.com/⁠ #StartupProject #ReadAI #AI #ArtificialIntelligence #Meetings #Productivity #HybridWork #RemoteWork #VentureCapital #AngelInvesting #SeriesB #Funding #Entrepreneurship #Podcast #YouTube #Tech #Innovation #AIEverywhere #Copilot

Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Is it time to sell Air Products and Chemicals (APD stock)? In this episode, we discuss the reasons we originally bought APD stock for our chip stock portfolio, APD's sale of the natural gas liquefaction business to Honeywell (HON), and the potentially disruptive impact of Mantle Ridge's proxy war on Air Products' management. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor/tiers Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

If you’re looking for a new habit to adopt in 2025, it might just be looking at what to invest in, and how you decide on the right price to pay. Scott and Andrew dig into the key parts of an investment thesis, and how to apply them in 2025. See omnystudio.com/listener for privacy information.

In this investment focused interview, we talk with Twitter's Compounding Quality on his investment philosophy, 3 step approach to valuation, how he screens for companies, when to sell, and much more!  Find out more about Compounding Quality here and follow him on Twitter @QCompounding The mentioned Speedwell memo on Sell Side Price Targets can be found here.  *~*~*~*~*  Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com  -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) Intro and Compounding Quality's Investment Philosophy (4:43) What defines a "quality" company? (9:34) How important is a great manager? (13:16) Overview on Judge's Scientific (19:05) Issues with Sell Side Reports (22:26) Compounding Quality's 3 Step Approach to Valuation (34:03) Pieter's Worst Investments Ever (37:17) Does the Stock Market serve you or do you serve it? (45:49) Screening for Stocks (55:15) Moats as a Margin of Safety (1:02:21) Meta and Re-checking the Investment Thesis (1:09:09) The Best thing that Ever Happened to Pieter (1:12:04) The Only Business Compounding Quality Sold (1:19:30) When do you sell a quality company? -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more!   Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~*  Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here:  https://speedwellresearch.com/disclaimer/

Welcome back to the Female VC Lab Podcast! In this episode, we had the pleasure of speaking with Keara Sauber, CEO of Sauber Capital. Keara shared her journey into venture capitalism, her investment thesis, and her thoughts on the future of the industry. Here are some key takeaways from our conversation. Who is Keara Sauber? Keara Sauber has over 20 years of experience in the healthcare and technology sectors. She began her career in big pharma, driven by a passion for making impactful changes in healthcare. Her focus areas include: Biotech Diagnostics Women's health Health and wellness Keara's Investment Thesis Keara's investment philosophy is rooted in her commitment to healthcare innovation. Her approach encompasses two main arms: Venture Investments: Targeting seed to Series A funding for startups. Growth Capital: Investing in revenue-generating companies that are not necessarily in life sciences. Key Focus Areas Biotech and Diagnostics: Keara emphasizes investing in companies that innovate at the intersection of cutting-edge science and impactful healthcare solutions. Women's Health: She is particularly passionate about supporting female founders who are addressing critical healthcare needs. The Longevity Space Keara expressed her interest in the longevity sector, highlighting the importance of understanding the difference between health span and lifespan. She is currently exploring: Inflammatory markers: Keara believes inflammation is a critical factor in many health issues and is focused on preventative diagnostics. Breakthroughs in longevity: With the FDA recognizing longevity as a therapeutic category, Keara sees opportunities for innovation and collaboration in this space. Evolving Landscape of Venture Capital When asked about the future of venture capital, Keara shared her insights on how the industry is likely to evolve over the next two years: Specialization: A shift towards more specialized funds focusing on specific sectors, such as diagnostics and biotech. Collaboration: Increased cooperation between venture capitalists, private equity funds, and investment bankers to support portfolio companies better. Diverse Funding Options: A need for venture funds to explore alternative financial instruments, such as debt, to avoid excessive dilution for founders. Best Practices for Women in Leadership Keara emphasized the importance of women supporting women in leadership roles. Here are her key recommendations: Check-in on Each Other: Simple questions like "How are you doing today?" can foster collaboration and support. Be Honest: Sharing your true status can lead to more powerful collaborations. The Importance of Understanding Capital Structures Keara highlighted that founders seeking venture capital should understand the balance sheets and where the money comes from. She pointed out that: Venture funds are not just sitting on capital: They have responsibilities to their investors and must adhere to specific criteria. Founders should do their homework: Understanding the fund's investment thesis can save time and effort in the fundraising process. Looking Ahead As we wrapped up our conversation, Keara expressed excitement about the future of venture capital, particularly regarding: Robotics and AI: The potential for innovation in these fields is significant, and Keara is eager to see how they will evolve. Collaboration and Inclusion: Keara believes that fostering a more inclusive environment will lead to more robust and sustainable business practices. Conclusion Keara Sauber's insights provide a valuable perspective on the evolving landscape of venture capital, particularly for women in the industry. By focusing on collaboration, understanding capital structures, and supporting female founders, we can pave the way for a more inclusive and innovative future. For more insights, make sure to listen to the full episode on the Female VC Lab Podcast. You can also connect with Keara on LinkedIn to stay updated on her journey and insights in the venture capital space.

  Welcome to The KE Report Weekend Show! This week gold, silver and the stocks rebound to end the week strongly. US markets were also...

Welcome to The KE Report Weekend Show! This week gold, silver and the stocks rebound to end the week strongly. US markets were also up with the S&P at all time highs. The US Dollar was flat and the 10 year was slightly up. The main data out of the US was inflation data (CPI and PPI).   On the first half of this weekend's show we recap the inflation data, China's monetary policies and market moves. On the back half of the show we discuss the investment climate for critical minerals equities and silver plays in Mexico.   I hope all you Canadians have a very happy Thanksgiving and everyone in the U.S. a good Columbus Day!   Segment 1 and 2 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market - Economic data recap (Inflation), the broader impacts of China's economic strategies on global markets, the continued strength of U.S. markets. Click here to visit Marc's site - Marc To Market.  Segment 3 and 4 - Joe Mazumdar, Editor of Exploration Insights - Key points include the moderated excitement around critical minerals, challenges for the EV market, China's role in critical minerals processing, and copper's significance in electrification despite supply challenges. He also examines recent M&A activity in the silver sector and the impact of Mexico's political landscape on mining investments. Click here to visit the Exploration Insights website to follow along with Joe.  . . Listen to the podcast on our website: https://www.kereport.com/ Subscribe to our Podcast on Spotify: https://rebrand.ly/Spotify_subscribe . . For price quote on metals and commodities visit - https://clearcommodity.net/ . . Follow us on social media:

Episode Highlights with Kt McBratney Welcome back to the Female VC Lab Podcast! In this episode, we had the pleasure of speaking with Kt McBratney, a partner at Renew Venture Capital and the driving force behind Purpose Rounds. Kt shared her inspiring journey into the world of venture capital, her investment thesis, and her vision for the future of the industry. From Journalism to Venture Capital Kt path to becoming a venture capitalist was anything but conventional. Here are some key takeaways from her journey: Background: Kt began her career in journalism before transitioning to marketing for stability and health insurance. Founder's Perspective: After operating her own startup, she sought a new opportunity where she could make an impact, leading her to Renew Venture Capital. Community Focus: Kt emphasized the importance of true community connections over superficial networking, highlighting how community can serve as the connective tissue of a purpose-driven venture firm. Investment Thesis Kt investment philosophy is rooted in supporting impactful founders and historically overlooked groups: Impact Founders: Renew Venture Capital backs companies that aim to make a positive impact across various sectors. Women and Underrepresented Founders: A significant part of their thesis is dedicated to supporting women and founders from historically excluded backgrounds. Kt articulated the critical intersectionality of these two focuses, noting that: Business Case: Companies led by diverse founders often demonstrate higher revenue and capital efficiency. Addressing Inequities: The venture capital landscape has a long way to go in addressing the systemic exclusion of diverse founders, and Katie is determined to be part of the solution. Challenging Ineffective Systems Kt discussed the need to confront and change exclusionary systems within the venture capital industry: Dual Mission: Renew Venture Capital aims to produce financial returns (alpha) while also challenging and changing ineffective systems. Critical Questions: She emphasized the importance of asking "why" and interrogating established norms in the industry. Current Learning and Reading Kt is an avid reader and lifelong learner. Recently, she has been diving into: Books: Currently reading Worn, which explores the history of textiles and their connection to economics and culture. Learning Approach: Kt believes in continually questioning and digging deeper into topics, challenging assumptions, and seeking a broader understanding of systems at play. Future of Venture Capital Looking ahead, Kt envisions a more inclusive and innovative venture capital landscape: Societal Alignment: More capital will be directed toward addressing societal challenges. Diverse Representation: The industry will see greater representation in decision-making roles, driven by the values of the upcoming generations. Innovation in VC: Venture capitalists will need to innovate alongside their portfolio companies, fostering a culture of growth and adaptation. Connect with Kt Kt is eager to connect with like-minded individuals. Here’s how you can reach her: LinkedIn: Connect with Kt McBratney Renew Venture Capital: Learn more about their work at renewvc.com Purpose Rounds: Explore equity crowdfunding opportunities at purposerounds.com Thank you for joining us for this insightful episode featuring Kt McBratney! Stay tuned for more conversations that inspire change in the venture capital landscape.

Ross Martin, President of Known Agency and General Partner of Lunch Partners, joins Mariah Parsons, Host of Retention Chronicles and Head of Marketing at Malomo, to discuss his journey in marketing. Known, an integrated agency ranked third by Ad Age combines research, creativity, and innovation, working with clients like Shake Shack and TikTok. Ross highlighted their unique approach, such as using AI to identify relevant Reddit conversations for Shake Shack. He also shared insights from Lunch Partners, emphasizing the importance of resilience and heart in founders. Ross praised Mikmak for connecting legacy brands with social commerce, showcasing the power of AI and consumer intelligence in driving business outcomes. Episode Timestamp: 1:56 Ross Martin's Background and Early Career 5:55 Marketing Insights and Innovative Strategies 6:41 Known Agency's Origins and Capabilities 24:26 Challenges and Opportunities in the Agency World 26:06 Lunch Partners Venture Fund 31:20 Investment Thesis and Founder Traits 36:43 Innovative Campaigns and Collaborations 41:15 Ecommerce Innovations and Future Opportunities

Send us a textIn this episode of Figure Eight, host Julie Ellis converses with Marcia Dawood about the funding challenges faced by women entrepreneurs. They discuss the importance of bootstrapping and strategic fundraising to avoid equity loss and the trap of constant fundraising. Marcia highlights the disparity in venture capital funding for women and the need for more women to become angel investors. Marcia Dawood is an author, TEDx speaker, Podcast host, and an early-stage investor who serves on the Securities and Exchange Commission's Small Business Capital Formation Advisory Committee. She is a venture partner with Mindshift Capital, a member of Golden Seeds, and the chair emeritus of the Angel Capital Association (ACA), a global professional society for angel investors. She is also an associate producer on the award-winning documentary Show Her the Money.Julie and Marcia discuss...Funding Landscape for Women (00:02:08)Discussion on the poor venture capital statistics for women entrepreneurs. Marcia shares data on angel funding. Marcia discusses the complications female entrepreneurs face in securing funding.Making a Difference as an Investor (00:06:02)Marcia reflects on her journey to angel investing. Marcia explains how recent changes have made investing in funds more accessible. Developing an Investment Thesis (00:12:44)The importance of creating a personal investment strategy. Marcia advises on maintaining due diligence to prevent emotional decisions in investing.Strategizing for Entrepreneurs (00:17:05)Julie and Marcia discuss how entrepreneurs can strategically approach potential investors. Discussion on the importance of bootstrapping and avoiding desperation in fundraising.Women Entrepreneurs' Funding Issues (00:24:04)Highlighting the cultural misalignment in venture capital with women's business needs.Fostering Femtech Companies and finding trusted advisors (00:28:30)Addressing barriers faced by Femtech entrepreneurs and the need for advocacy. Importance of identifying reliable advisors and discerning quality advice for entrepreneurs.Link to the friends and family round podcast episode click here. Link to the debt crowdfunding episode click here. Check out Marcia's book here. You can connect with Marcia through her website or podcast. You can connect with Julie on LinkedIn or Instagram. Find Julie's writing at her blog or by ordering Big Gorgeous Goals. What did you think of this conversation? We'd love if you'd rate or review our show!

Interview with Shane Williams, President & CEO of West Red Lake Gold MinesOur previous interview: https://www.cruxinvestor.com/posts/west-red-lake-gold-mines-tsxvwrlg-resurrecting-a-high-grade-gold-asset-5502Recording date: 23rd August 2024West Red Lake Gold Mines (TSXV:WRLG) is positioning itself as a compelling investment opportunity in the gold mining sector, focusing on the restart of the Madsen gold project in Ontario's renowned Red Lake district. This 500-word summary outlines the key aspects investors should consider when evaluating this near-term production story.The Madsen project boasts a high-grade resource of approximately 2 million ounces at 7g/t gold. Located in a tier-one mining jurisdiction, the project benefits from existing infrastructure, including a processing plant and a 1,200-meter shaft, significantly reducing capital requirements for restart.WRLG's approach to revitalizing the Madsen mine centers on extensive definition drilling. The company has completed over 50,000 meters of drilling and plans an additional 50,000 meters. This high-definition drilling campaign, with spacing as tight as 6-7 meters, aims to provide a comprehensive understanding of the ore body, enabling optimized mine planning and operational efficiency.Initial production goals are modest but achievable, targeting 60,000-70,000 ounces of gold annually at a processing rate of 800 tons per day. This measured approach allows the company to establish consistent operations before considering future expansions.WRLG has raised $100 million to date and currently holds over C$40 million in cash. The company estimates needing an additional C$50-70 million to bring the mine back into production. Management is exploring various financing options, including potential royalty or streaming deals, to minimize equity dilution.Under the leadership of CEO Shane Williams, the company is taking a cautious and methodical approach to project development. This strategy aims to avoid the pitfalls experienced by the previous operator and aligns with current market expectations for disciplined capital allocation in the mining sector.The current strong gold price environment, with prices around $2,500 per ounce, provides a favorable backdrop for project development. The combination of high gold prices and the project's high-grade nature suggests potential for robust margins once production is achieved.Investment Thesis for West Red Lake Gold Mines are:High-grade resource in a premier mining jurisdictionNear-term production potential within 12-18 monthsExtensive de-risking through definition drillingExisting infrastructure reducing capital requirementsStrong gold price environment supporting project economicsExperienced management teamExploration upside and potential for resource expansionM&A potential as a future producing asset in a tier-1 jurisdictionInvestors should be aware of the complexities involved in restarting a previously operated mine and closely monitor the company's progress in completing its drilling campaign, finalizing its mine plan, and securing the necessary funding to restart operations. Successful execution of the mine plan and securing the remaining capital are critical factors. The project's history, including challenges faced by the previous operator, underscores the importance of careful planning and realistic expectations.West Red Lake Gold Mines presents an intriguing opportunity for investors seeking exposure to near-term gold production potential in a stable mining jurisdiction. The company's focus on de-risking the Madsen project through extensive drilling, combined with the advantages of existing infrastructure and a high-grade resource, positions it well for potential success. As the company progresses towards its production goals, it may attract increased attention from both investors and potential acquirers, potentially creating value for early supporters of the project.View West Red Lake Gold Mines: https://www.cruxinvestor.com/companies/west-red-lake-gold-mines-incSign up for Crux Investor: https://cruxinvestor.com

Have you ever wondered how your relationship with money can impact your ability to invest in the causes and companies you believe in? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood explores the intersection of personal finance, values, and entrepreneurship with guest Sarah Charles, a veteran of the financial services industry.Sarah Charles brings nearly 25 years of experience to the conversation, having worked with high net worth individuals and families in traditional wealth management before starting her own advice-only planning firm, Sanctuary Financial Planning. Her unique approach to financial advice focuses on transparency, accessibility, and aligning resources with personal values.Throughout the episode, Marcia and Sarah discuss the importance of having a financial plan that not only accounts for personal goals and risk tolerance but also allows for purposeful investing in line with one's values. They discuss the potential for angel investing to generate both financial returns and emotional fulfillment by supporting causes, founders, and world-changing ideas that resonate with the investor. This episode is a must-listen for anyone interested in exploring how to navigate the world of investing while staying true to their values and making a positive impact on the entrepreneurial landscape. To get the latest from Sarah Charles, you can follow her below!LinkedIn - https://www.linkedin.com/in/sarah-k-charles/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Have you ever considered how global investing can reshape the entrepreneurial landscape and open new doors for startups? In this episode, host Marcia Dawood explores this intriguing concept with guest Cintia Mano, a Lisbon-based former corporate strategist turned angel investor. Cintia's journey from founding a startup to supporting other entrepreneurs globally provides a rich tapestry of insights into the world of early-stage capital and mentorship.Cintia reveals how her initial foray into entrepreneurship helped her understand the critical role of angel investors. This episode dives into her pivot from a traditional career to nurturing startups through COREangels, a unique collective that pools resources and expertise across borders to make impactful investments.This episode is a must-listen for anyone intrigued by global investing and its potential to accelerate startup growth, providing valuable insights into building diversified portfolios and fostering international collaboration for maximal impact. To get the latest from Cintia Mano, you can follow her below!LinkedIn - https://www.linkedin.com/in/cintiamano/- A webinar about the contribution of angels on the returns of startups: ROI (coreangels.com)- COREangels site: www.coreangels.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

It is one thing to invest in early stage companies, but to do so in a nascent industry that constantly reinvents and rediscovers itself is a whole different venture. Richard Muirhead co-founded Fabric Ventures in 2012 around the thesis of supporting the Open Economy. While at first this meant investing in Bitcoin-related projects, once Ethereum was announced, a new horizon unveiled, filled with tremendous potential. Since then, the Open Economy thesis was adapted to match technological breakthroughs, and it is now centered around artificial intelligence, distributed computing and self sovereignty (over both fungible, as well non-fungible assets).Topics covered in this episode:Richard's background and how he founded a crypto VCFabric Ventures' thesisHow the AI thesis evolvedUser-generated AIOn-chain autonomous agentsUpcoming DeFi innovationsWeb3 trends that took Richard by surpriseMissed opportunitiesThe impact of crypto liquidity & market cycles on VC investingHow to vet projects in early investment phaseEpisode links:Richard Muirhead on TwitterFabric Ventures on TwitterFabric VenturesSponsors:Gnosis: Gnosis builds decentralized infrastructure for the Ethereum ecosystem, since 2015. This year marks the launch of Gnosis Pay— the world's first Decentralized Payment Network. Get started today at - gnosis.ioChorus1: Chorus1 is one of the largest node operators worldwide, supporting more than 100,000 delegators, across 45 networks. The recently launched OPUS allows staking up to 8,000 ETH in a single transaction. Enjoy the highest yields and institutional grade security at - chorus.oneThis episode is hosted by Sebastien Couture & Friederike Ernst.

In this episode we re-visit our AI Portfolio and Investment Thesis that we discussed back in Episode 21, but with a new emerging headwind. According to our very own Jess Inskip, "the real ‘P/E Risk' isn't overhyped price to earnings. The risk is price to energy." (Get it? That's a P/E Ratio joke

In today's episode, we discuss Benchmark's investment philosophy in the AI era with general partner Eric Vishria, and Sergiy Nesterenko, the Founder and CEO of Quilter. Sitting in for Erik Torenberg as host is AI Scout and Cognitive Revolution host Nathan Labenz. They cover the questions that Benchmark asks to determine whether a new company is solving an enduring or temporary problem, and the reasons why Benchmark hasn't invested in a foundational model to date. They also discuss the innovation behind Quilter's groundbreaking use of reinforcement learning to automate integrated circuit board designs. They delve into the importance of thinking beyond 'co-pilots' to fully automated AI solutions, and explore the balance of research and engineering in the AI space.

Send us a Text Message.E123: The Southern US is a distinct geographic market for Startups and Startup Investors with specific strengths and weaknesses. David and Paul discuss the general thesis of startup investing and then dig into the specific thesis for investing in Southern Startups. We address the southern startup ecosystem, capital formation, valuations, and exit potentials. We also address some fundamental differences between the southern ecosystem and the US west coast and how the strategies fundamentally differ while the results are similar. If you are interested in an independent resource regarding southern startup economics, check out the BIP State of Startups Report. (recorded 5/28/24)Follow David on LinkedIn or reach out to David on Twitter/X @DGRollingSouth for comments. Follow Paul on LinkedIn or reach out to Paul on Twitter/X @PalmettoAngel We invite your feedback and suggestions at www.ventureinthesouth.com or email david@ventureinthesouth.com. Learn more about RollingSouth at rollingsouth.vc or email david@rollingsouth.vc. Download our White Papers and Cheat Sheets HERE. Thanks for listening and remember: Our mission is to MAKE MONEY, HAVE FUN, AND DO GOOD.

The only constant in Austin seems to be change.  Whether that be the people moving here, the buildings defining our skyline, or the startups being founded and funded.  Today, my guest is Krishna Srinivasan, founding Partner of LiveOak Ventures. We will explore what it means to invest in Texas startups yesterday, today, and tomorrow. Episode HighlightsThe need for early-stage venture capital in Texas led to the founding of LiveOak Ventures, which has a multi-segment approach focused on Texas-based entrepreneurs.Krishna identifies three types of founders now in Austin: experienced local entrepreneurs, successful founders from other markets relocating to Austin, and new residents inspired by the city's quality of life to start businesses here.Despite significant progress in startup formation and mid-level scaling, Austin faces gaps in experienced talent for managing large-scale, nine-figure+ companies and in securing substantial late stage venture capital.What's Next Austin?"Tremendous areas of promise and excitement where Austin takes all these newfound riches, when I say riches, newfound talent and with its traditional strengths and vertical markets to go to the next wave of and continuing this amazing wave of new company formation, growth, and scaling."Krishna Srinivasan: LinkedInLiveOak Ventures: Website, X/Twitter, LinkedIn -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedIn

Welcome back to a new episode of the European VC Podcast!Today, we are celebrating one of the finalists in the Exit of The Year category at this year's European VC Awards, this episode dives deep with Marc-Olivier Luecke, General Partner at Atlantic Labs, and Christian Siewek, co-founder and MD at Vimcar.Atlantic Labs is a 110M EUR fund with 300M under management, based in Berlin, Germany. They focus on pre-seed rounds but occasionally go for seed rounds. They focus mostly on Climate & Energy, AI & Data, and European Deep Tech. Some of the most notable investments from their portfolio are: Choco, Zenjob, Wandelbots, Again, and of course Vimcar.We're going to dive deep into the exit of Vimcar that happened in January 2023, together with Marc and Christian and make sure to touch on things like:the thesis of Atlantic Labs and why they invested in Vimcarthe challenges of building a company like Vimcarthe journey of going from pre-seed to Series B and exit to Battery Ventures… and more that we invite you to discover below.Go to eu.vc for our core learnings and the full video interview

In this podcast episode, Vikram Chachra, founding partner of 8i Ventures, delves into the nuances of venture investing in India. He shares his entrepreneurial background and his transition to venture capital, highlighting the cultural and generational shifts shaping the investment landscape. Vikram underscores the importance of understanding consumer pain points and the role of digital solutions in fostering progress. He advises young professionals to work with startups and stresses the need for strategic thinking in early-stage investments, and much more!TimestampsEarly Mobile Internet and Startup Experience (00:01:12)Investing and Operating Startups (00:03:21)Observing Changes in India (00:06:56)Investment Thesis and Fintech Focus (00:11:34)Friction and Digital Acceleration (00:15:51)Scenario Planning and Reserves (00:18:43)The journey of Slice (00:18:54)Market Maps and Generational Companies (00:19:54)Capital and Investment Strategy (00:20:50)Valuations and IPO Market (00:21:59)Startup IPOs and Market Dynamics (00:23:08)Founder Selection and Prioritization (00:26:49)Investment Prioritization and Lessons (00:29:00)LP Relationships and Founder-Centric Approach (00:33:23)Approaching LPs and Trust Building (00:35:20)Building Trusted Relationships in India (00:37:30)India's Wealth and Family Offices (00:38:06)Venture Capital Fund Length in India (00:38:59)Entering the Venture Landscape (00:39:31)Patience and Belief in Startups (00:40:41)Vikram's LinksLinkedIn – https://www.linkedin.com/in/vchachra/Email – vikram@8ivc.comWebsite - 8ivc.comMy Links Podcast: https://lifeselfmastery.com/itunes YouTube: youtube.com/lifeselfmastery Twitter: https://twitter.com/rohitmal 5-day email course: www.enterprisesalesexpertise.com

Step into the future with us as we dive deep into the mind of strategy sales coach, philosopher, and psychologist, Simon Severino, in this enlightening episode of the Grownlearn podcast. In a thought-provoking conversation, we explore the landscape of success in the year 2039 and identify the key players who emerge victorious. Simon shares his unparalleled insights into the investment thesis that has propelled him to generate over $2 Billion in additional sales for his clients. Discover the secrets behind Simon's sales process, as he unveils the strategies that he and his team implement regularly to achieve remarkable results. From understanding buyer psychology to mastering sales techniques, Simon leaves no stone un-turned in his quest to help you unlock the path to financial freedom. Join Simon's channel @Simon Severino, where a treasure trove of knowledge awaits:

Highlights from this week's conversation include:The LA venture ecosystem (0:43)Unique investment opportunities in LA (3:54)Leveraging entertainment and deep tech in LA (6:42)The Partnership between Josh and Ankeet (7:47)Finding the right partner (9:23)The goal of FirstLook Partners (11:35)Fee structure of fund of funds (15:47)Strategy Shifts and Market Validation (18:13)Co-Investment Strategy (20:05)Investment Thesis and Co-Investment Opportunities (21:30)Insider Segment: Fund Administration and the Rise of Hybrid Fund Models (24:42)Product Development and Core Focus (27:18)Future of Venture Capital and Hybrid Fund Models (31:36)Sourcing new managers (36:46)Criteria for manager selection (37:41)Unique investment strategies (38:24)Venture allocation and market dynamics (43:40)Challenges in decision-making and final takeaways (44:57)Founded in 2023, FirstLook Partners is a hybrid fund of funds investing in venture capital firms under $50M and software companies. FirstLook is managed by Josh Porter in Los Angeles, CA and Ankeet Kansupada in Chicago, IL. Visit their website at firstlookpartners.com.Sydecar.io is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships. Learn more at www.sydecar.io.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Celebrating one of the finalists in the Newcomer of the Year category at this year's European VC Awards, this episode dives deep with Clare Murray, co-founder and Managing Partner of Blume Equity.Blume Equity is a climate-tech growth equity firm investing in companies driving sustainable outcomes for planet and people. With offices in Amsterdam and London, and based in Luxembourg, the fund invests in European growth-stage companies, with core regions being the UK, Benelux, the Nordics, Germany, and Ireland.Some of the most notable investments include:Sensorfact, a provider of an IoT data solutions that enable European industrial SMEs to reduce energy usage.Aerones - a leading robotics company providing inspection and maintenance services to the wind turbine industry.Normative - a carbon accounting platform focusing on Scope 1, 2 and 3 emissions for large enterprise clients.Matsmart Motatos - a Swedish company tackling FMCG food waste.Go to eu.vc for our core learnings and the full video interview

Thomas Hohne-Sparborth, Head of Sustainability Research at Lombard Odier Investment Managers in Switzerland joins the Plantbased Business Hour. Host and CEO of VegTech Invest, Elysabeth Alfano, discusses with Thomas who pays and who benefits from food systems transformation. Subscribe! For plant-based media/branding consulting and public speaking, reach out at elysabeth@elysabethalfano.com. For more information, visit ElysabethAlfano.com. For more information, visit ElysabethAlfano.com. Connect with Elysabeth on Linked in here: https://www.linkedin.com/in/elysabeth-alfano-8b370b7/ For more PBH, visit ElysabethAlfano.com/Plantbased-Business-Hour.

The question on everyone's lips these days seems to be: are you going BSL, or are you going direct? But when private equity sponsors are building out their portfolio companies' capital structures, their first concern is often whether the instruments they're employing are a fit for the business at hand.In this week's Cloud 9fin episode, 9fin senior reporter Bianca Boorer sits down with David Leland, partner and head of capital markets at BC Partners, to discuss the recent refinancing wave, managing portfolio companies through crises, and how to determine the right blend of private credit and leveraged loans for a portfolio company.

Thomas Hohne-Sparborth, Head of Sustainability Research at Lombard Odier Investment Managers in Switzerland joins the Plantbased Business Hour. Host and CEO of VegTech Invest, Elysabeth Alfano, discusses with Thomas who pays and who benefits from food systems transformation. Subscribe! For plant-based media/branding consulting and public speaking, reach out at elysabeth@elysabethalfano.com. For more information, visit ElysabethAlfano.com. For more information, visit ElysabethAlfano.com. Connect with Elysabeth on Linked in here: https://www.linkedin.com/in/elysabeth-alfano-8b370b7/ For more PBH, visit ElysabethAlfano.com/Plantbased-Business-Hour.

Welcome to the Voices Of Value Podcast with Collis Stutzer. PODCAST Voices of Value Podcast linktr.ee/voicesofvaluepodcast HOST instagram.com/coachstutzer PRODUCER NSPN linktr.ee/nosolutionsproductions --- Send in a voice message: https://podcasters.spotify.com/pod/show/voicesofvalue/message

The game has changed, and the entire economy has shifted. How will you continue to play? Today, Alex (@AlexHormozi) discusses his investment strategy and its evolution, including transitioning from banking to treasury bonds for better safety and returns, focusing on understanding the investment area, and shifting towards private deals. He also presents a three-step investment strategy that involves self-improvement, risk diversification through indexes, and leveraging one's main game.Welcome to The Game w/Alex Hormozi, hosted by entrepreneur, founder, investor, author, public speaker, and content creator Alex Hormozi. On this podcast you'll hear how to get more customers, make more profit per customer, how to keep them longer, and the many failures and lessons Alex has learned on his path from $100M to $1B in net worth.Timestamps:(1:13) - The role of banks in investments(3:04) - Exploring alternatives: U.S. government bonds(6:19) - Investment strategy evolution(8:18) - The power of knowledge in investing(9:55) - Investing in private deals(14:37) - Investing in what you know: A case study(16:32) - Three-step investment phaseFollow Alex Hormozi's Socials:LinkedIn | Instagram | Facebook | YouTube | Twitter | Acquisition (This episode is a re-run. Original airdate was December 29, 2022)