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One guest, one bet, thirty minutes. Reconstructed from the moment before they knew.
EP10: Howard Lindzon - Investing in the "Degen Thesis"
Howard backed Robinhood and Alpaca when almost everyone else thought trading was a bad bet, and how “low information” to opportunity changed everything.
Listen →EP9: Mike Ma - Coach First, Capital Second
He backs founders before the check—because the real signal shows up in the 30 days first.
Listen →EP8: Alex McNaughten - Going all in as a Founder
The safest move can be the biggest mistake. In this episode, Alex McNaughton explains why he left a profitable life in New Zealand to go all in in SFO.
Listen →EP7: Brian Bell - AI as decision support in Venture
Brian Bell of Ignite Ventures on building a repeatable venture decision system — fragility scores, founder signals, and where AI actually helps.
Listen →Ep6: Ihar Mahaniok - the Immigrant VC
Ihar Mahaniok of Geek Ventures on backing immigrant founders, seeing Instacart early, and how his framework changed over 100+ investments.
Listen →EP5: Aram Attar: the Mindset way for LPs to invest in Fund I GPs
Aram Attar explains why intuition fails in early-stage VC and how the best investors make smarter low-information decisions.
Listen →EP4: Arkady Kulik - Deep Tech investing frameworks
Deep tech VC Arkady Kulik shares how to back high-risk startups, spot founder ambition, and avoid costly mistakes in science-driven investing.
Listen →EP3: Simon Lancaster: The Manufacturing digitization VC before it was cool.
Most manufacturing innovation is overlooked — until now. Simon Lancaster shares why automation, AI, and digitization are reshaping factories fast.
Listen →Shaun Gold: The Pivot and the Long Game
Shaun Gold on the long road from nightlife to venture capital — what the pivot cost him, and the mental models he uses for high-stakes bets.
Listen →Alec Torelli: The Risk Trader
Poker pro Alec Torelli on dropping out of college to play, the difference between taking risk and trading it, and how he sizes a bet's downside.
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