rational vc

Jack Raines is the fastest growing finance & money blogger on the planet right now. He created the Young Money blog (https://www.youngmoney.co/) just 15 months ago and has already amassed 30,000+ subscribers. He has already been offered book deals by world class publishers. Leverage ftw. We discussed numerous topics. Check the timestamps below for topics and enjoy the audio, or you can watch the video over on our YouTube channel where we recorded this in person with Jack: https://youtu.be/F56YIktbMHY Jack's newsletter: https://youngmoney.co Jack's Twitter: https://twitter.com/Jack_Raines Jack's travel blog: https://www.backpackin.blog/ 00:00 Teaser 01:24 Jack intro 04:29 Jack's childhood 07:49 Deported from Norway 11:23 Vagabonding and European life 21:00 Trading at 21 years old 27:25 F U Money 35:40 Stick men drawings 36:58 6 types of wealth 43:49 Crypto and Balaji 58:00 Young Money monetisation 1:03:18 Writing a book 1:07:23 LinkedIn vs Twitter 1:11:13 Distribution 1:13:50 Pitching your work and meeting Morgan Housel 1:17:25 How Jack writes 1:22:20 Inspiring writers 1:26:27 Book shaming and meaningful insults 1:30:57 Opportunity cost of everything 1:35:32 Value in MBAs 1:40:35 Jack's favourite books 1:41:47 Dating in US vs UK - Get in touch with us: YouTube: https://youtube.com/rationalvc  Our website (essays and podcasts): https://rationalvc.com Our investment fund: https://rational.fund Cyrus' Twitter: https://twitter.com/CyrusYari Iman's Twitter: https://twitter.com/iman_olya - Disclaimer: The materials provided are solely for informational or entertainment purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended. #finance #money #blogger

Luke Burgis, author of 'Wanting: The Power of Mimetic Desire in Everyday Life', discusses mimetic theory in various aspects of life, including business, investing, and relationships. He explains the influence of mimesis in social media, Facebook's rise, political beliefs, cancel culture, and how top investors select companies. Luke also talks about René Girard's theories, mimesis in venture capital, the importance of interdisciplinary thinking, writing well, finding a spouse, idols, mediators, negative mimesis, and navigating without GPS.

In this Rational Musings episode, Iman and Cyrus discuss their views on whether setting up a fund or running a syndicate (SPV) makes the most sense. The guys also talk about angel investing, joining a fund and scouting deals as alternatives to running an SPV or fund. Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions Materials referenced Samir Kaji tweet 1: https://twitter.com/Samirkaji/status/1522757321809485824 Samir Kaji tweet 2: https://twitter.com/Samirkaji/status/1541979202953433088 Ryan Hoover tweet thread: https://twitter.com/rrhoover/status/1473347361762066438?lang=en-GB -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya YouTube: https://www.youtube.com/c/rationalvc Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

In this Rational Musings episode, Iman and Cyrus discuss antifragile principles of their favourite author - Mr Nassim Nicholas Taleb. The fellas dissect a Seeking Alpha article on managing an antifragile portfolio and also talk how to apply antifragile principles in daily life. Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions Materials referenced Seeking Alpha article: https://seekingalpha.com/article/4454512-7-rules-for-an-antifragile-portfolio Taleb convexity article: https://www.edge.org/conversation/nassim_nicholas_taleb-understanding-is-a-poor-substitute-for-convexity-antifragility Danial Vassallo Twitter: https://twitter.com/dvassallo?s=20&t=oQi_Tf63eVgWkw04MJ144Q Naval on asymmetric opportunities: https://twitter.com/naval/status/1054984950192181248?lang=en-GB Bill Ackman Netflix shareholder letter: https://assets.pershingsquareholdings.com/2022/04/20184527/Letter-to-Shareholders-4.20.2022.pdf -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya YouTube: https://www.youtube.com/c/rationalvc Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Eric Jorgenson, creator of 'The Almanack of Naval Ravikant,' discusses Building Wealth, Judgement, Leverage, Angel Investing, Web3, and Productising Yourself. Topics cover decision-making, authenticity vs. views, launching a rolling fund, Balaji Srinivasan's ideas, and the potential of space exploration.

On this Rational Musings, Iman and Cyrus discuss René Girard's mimetic theory and real life anti-mimetic principles. The guys dissect Luke Burgis' article on living a counter cultural life and why being anti-mimetic is important for becoming antifragile. Submit questions for us to cover in podcast episodes: https://www.rationalvc.com/questions  Materials referenced Luke article: https://www.epsilontheory.com/25-anti-mimetic-tactics-for-living-a-counter-cultural-life/# Luke book "Wanting": https://lukeburgis.com/wanting/ Epsilon Theory: https://www.epsilontheory.com/ Taleb on religion: https://econjwatch.org/articles/religion-heuristics-and-intergenerational-risk-management Simon Sarris: https://simonsarris.substack.com/p/in-praise-of-the-gods?s=r -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Mac Conwell ("Mac the VC") is the Founder and Managing Partner of RareBreed Ventures. Mac is a former software engineer and a two-time founder. One of Mac's companies failed, the other went on to a successful exit. He then broke into the world of investing by working for the State of Maryland, before raising a fund of his own in a short amount of time. From homeless to VC, "hacker turned hustler", RareBreed has seen tremendous success in a short amount of time. You can also watch this episode on youtube at: https://youtu.be/yUZLzY-fyJU  https://twitter.com/macconwell  https://rarebreed.vc https://rationalvc.com  00:00 Intros 02:32 Psychology from homeless to VC 07:58 How Mac got into VC 13:14 Raising a fund off Twitter 19:07 Overlooked & underserved founders 23:35 Diligence / what Mac looks for 30:41 Biases in Silicon Valley 34:58 Mac's advice for Cyrus and Iman 41:30 Mistakes to avoid after raising a fund 43:15 Technical skills vs selling skills for founders 46:30 Mac's mentors 49:23 Mac's personal values & principles -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Cyrus and Iman are back and they're in person! The Rational VC guys talk to the super impressive founders of Odin, Paddy and Mary. Odin is a platform and community democratising access to early stage investing. In this long-form discussion, Iman and Cyrus talk to the Odin founders about their backgrounds, childhoods, Odin's origin story, Odin's future, community building, the democratisation of access and education. https://joinodin.com/ -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

Andrew is a seasoned founder (2 exits) and is now the founder of MicroAcquire, a startup acquisition marketplace that helps startups find buyers and get acquired. MicroAcquire has seen tremendous success in a short amount of time. Andrew explains his tough childhood and formative years that led to him becoming an entrepreneur, what it takes to become a success, building in public as a CEO, the company's future plans, and his thoughts on juggling family life with business. www.microacquire.com   -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.

On the latest Rational Musings, Iman and Cyrus discuss their favourite principles, spanning investing / business, life and learning. In this Lindy episode, they go deep and share their rational thinking on a list of 116 principles as outlined by Junto Investments. You can also watch this in video format on our youtube channel to see supporting material: https://youtu.be/CSKMJ_rZpt8  Material referenced:  Junto Principles: https://junto.investments/principles/ Odin: https://joinodin.com/ Iman video first principles: https://www.youtube.com/watch?v=pPv4DWkamM8&t=1s Cyrus essay on angel investing: https://www.rationalvc.com/articles/angel Iman essay on contrarianism: https://www.rationalvc.com/articles/contrarian Cyrus essay on financial minimalism: https://www.rationalvc.com/articles/minimalism Nassim Taleb barbell strategy: https://www.investopedia.com/articles/investing/013114/barbell-investment-strategy.asp Buffett's bet: https://www.investopedia.com/articles/investing/030916/buffetts-bet-hedge-funds-year-eight-brka-brkb.asp#:~:text=In%202008%2C%20Warren%20Buffett%20issued,Bloomberg%20op%2Ded%20in%20May. Naval and Nivi Spearhead: https://podcastnotes.org/spearhead-with-naval-ravikant-and-babak-nivi/spearhead-naval-ravikant-babak-nivi/ Babe Ruth effect VC: https://a16z.com/2015/06/08/performance-data-and-the-babe-ruth-effect-in-venture-capital/ Aaron Clarey Asshole Consulting: https://assholeconsulting.com/ Jamie Dimon China: https://www.nytimes.com/2021/11/24/business/jamie-dimon-china.html Nassim Taleb Dimon tweet: https://twitter.com/nntaleb/status/1463863377860743173 Chamath Stanford lecture: https://www.youtube.com/watch?v=FWAKL8G1lkg Cal Newport boredom article: https://www.calnewport.com/blog/2009/02/04/have-we-lost-our-tolerance-for-a-little-boredom/ Ray Dalio principles: https://www.youtube.com/watch?v=B9XGUpQZY38 -- Rational VC provides regular content on technology investing and technology building. We also write long-form memos on all things tech investing and building. You can sign up for these monthly memo newsletters on the website: https://www.rationalvc.com/ We break everything down to first principles, to simplify the complex technology world. We aim to bring you content that is insightful, logical, and rational. We cover tech products and tech companies across the lifecycle, from pre-seed to seed, Series A to D+, to IPOs and beyond. We also cover all investing methods including Angel Investing, Venture Capital, Private Equity, Hedge Funds, Public Markets, SPACs etc. For more information on Cyrus, Iman and the channel, check out: https://www.rationalvc.com/ https://www.linkedin.com/in/cyrusyari/ https://www.linkedin.com/in/imanolya1/ https://twitter.com/CyrusYari https://twitter.com/iman_olya Apple Podcasts: https://podcasts.apple.com/gb/podcast/rational-vc/id1537462327 Your feedback and comments are very welcome. We hope you enjoy listening as we embark on a journey to understand this space; clearly, and rationally, of course. --- Disclaimer: The content and materials provided are solely for informational purposes and do not constitute investment or legal advice. All opinions expressed by hosts and guests are solely their own opinions and do not reflect the opinion of their employer(s). No copyright infringement intended.