Michael Duda
Founder and Managing Partner of Bullish, a consumer-focused investment firm known for backing brands like Peloton, Warby Parker, Harry's, and Hims, with deep expertise in early-stage consumer investing and brand building.
Best podcasts with Michael Duda
Ranked by the Snipd community
17 snips
May 8, 2025 • 42min
The CMO Comeback Story with Michael Duda of Bullish
Michael Duda, a partner at Bullish and former agency leader, tackles the pressing challenges CMOs face in today’s market. He argues for marketing as an investment rather than a cost, emphasizing the need for a creative and financial strategy blend. Duda explores how to reclaim marketing power, the ROI of early storytelling, and the importance of customer-centric branding. He also discusses navigating market conditions, the dangers of 'safe' content, and how to build brands that withstand tough economic climates.
8 snips
Dec 16, 2025 • 57min
Consumer Isn’t Dead, VC Just Got It Wrong ft. Michael Duda
Michael Duda, Founder and Managing Partner of Bullish, dives into the evolving world of consumer investing. He shares insights on why early-stage consumer brands can yield power-law returns. Duda discusses the importance of great products over marketing and how celebrity endorsements can help—but only if they're authentic. He also highlights how AI is transforming consumer innovation without losing the human touch and examines the implications of a shrinking middle class on brand targeting. It's a thought-provoking look at what drives success in consumer ventures.
