In this episode, Joel Palathinkal is joined by Itamar Novick from Recursive Ventures to explore his entrepreneurial journey and transition to venture capital. Itamar shares insights from his role with Life360, highlighting its impact on technology, safety, and tracking, as well as its growth within the senior care market. The discussion covers product-market fit, management strategies, and unit economics for startups, while also delving into exit strategies. They examine the venture capital landscape, emerging manager perspectives, and trends in capital allocation amid the tech recession. The episode concludes with strategies for pre-seed investing and opportunities in AI.
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56:13
Tepe Tutsui: GFR Fund
In this episode, Joel Palathinkal is joined by Tepe Tutsui of GFR Fund to discuss his journey from venture capital beginnings to private sector strategies bridging US and Japan markets. Tepe shares insights into corporate venture capital and investment decision-making at GFR Fund, with a focus on fostering community and growth in gaming startups. The conversation delves into the gaming investment ecosystem, exploring diverse market sectors and the transformative impact of AI. They discuss innovations in arcade gaming and its broader applications, providing strategies and advice for new investors. The episode concludes with an exploration of macro trends in gaming, AI, and growth channels.
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49:44
Armond Davis: Paragon Group
In this episode, Joel Palathinkal talks with Armond Davis about his entrepreneurial journey, exploring the impact of family, education, and personal challenges. Armond reflects on his college days, investment banking career, and the differences between buy side and sell side portfolio management. He discusses his interest in alternative investments, founding a hedge fund, and growing a construction business. The conversation includes investment strategies, the 2008 recession's effects, and the importance of supporting diverse founders. They wrap up with Armond's interests in whiskey and marketing, highlighting an abundance mindset and instinctual trust.
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54:08
Laurel Mintz: Fabric VC
In this episode, Joel Palathinkal welcomes Laurel Mintz, General Partner at Fabric VC, to discuss her career shifts, education, and entrepreneurial journey. Laurel shares her insights on founding Elevate My Brand, exploring marketing lifecycles, conversion funnels, and customer acquisition strategies. The conversation covers competitive analysis, adapting to a cookie-less marketing environment, and utilizing influencer marketing strategies. Laurel delves into PR timing, transitioning to investment topics, and her personal investment journey. The episode explores the parallels between marketing and fundraising, effective branding tools, and the importance of a personal brand. It concludes with lessons learned and closing acknowledgements.
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52:46
Lloyd Danzig: Sharp Alpha Advisors
In this episode, Joel Palathinkal engages with Lloyd Danzig of Sharp Alpha Advisors to explore the nuances of venture investing and career pathways in asset management. Lloyd shares his professional journey in sports betting and entertainment, leading to the launch of Sharp Alpha Advisors. The discussion delves into global opportunities and the dynamics of the sports betting ecosystem, highlighting the rise of micro betting and its industry impact. They examine the regulatory evolution of sports betting in the US, contrasting it with casino gambling and games of skill. The conversation also covers the evolution of online casino games, interactive gaming models, and the future impact of AI in gaming and betting, concluding with advice for investors.
The Investor with Joel Palathinkal is a global omni channel show which highlights institutional investors from all walks of life and supports the continuing education for the next generation of allocators
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