Shamin Walsh of BAM Ventures joins Nick to discuss When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend. In this episode we cover:
- Investment Metrics and Market Dynamics
- Consumer Spend Bifurcation and Market Trends
- Consumer Tech and Signal Identification
- Thesis-Driven vs. Founder-Driven Investing
- Brand Market Fit and Loyalty
- Cross-Cultural Insights and Market Adaptation
- Making Money in Consumer Investing
- Founder Traits and Market Conditions
Guest Links:
The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.
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