Smart Humans with Slava Rubin

Noel Moldvai is co‑Founder and CEO at Augment, a pre‑IPO investing platform making private markets liquid, transparent, and accessible. Under Noel’s leadership, Augment scaled from launch to an 8-figure run rate in 18 months profitably, raised $17M, and surpassed $750M+ in AUM. Prior to Augment, Noel was an engineer at Google and an engineering leader at Rubrik, where he helped bring Rubrik’s on‑prem technology to the cloud and experienced the challenge of employee liquidity firsthand. Noel has a degree in Electrical Engineering and Computer Science from UC Berkeley, grew up in Eastern Europe and the Bay Area, and is now settled in Austin.

Slava Rubin and Adam Katz analyze the current state of the real estate market, mortgage rates, and investment strategies, and provide insights into which markets to be bullish or bearish about in the coming year.

In this mini-episode of Smart Humans, Vincent co-founders Slava Rubin and Adam Katz preview the year ahead for crypto, particularly Bitcoin, and discuss the rise of stablecoins, and the evolving role of digital asset treasuries and tokenization in the financial ecosystem.

In this mini-episode of Smart Humans, Vincent co-founders Slava Rubin and Adam Katz look back what 2025 brought in the art and collectibles market, and what to watch for in 2026.

Vincent co-founders Slava Rubin and Adam Katz preview the pre-IPO sector, talking about which major companies may IPO and which sectors investors should watch in the upcoming year.

Jan-Erik Asplund, a Partner at Sacra and prediction-markets expert, delves into the intriguing world of prediction markets like Kalshi and Polymarket. He explains the mechanics behind binary event contracts and the recent surge in popularity driven by regulatory changes and technological advancements. The conversation highlights Kalshi's unique CFTC-approved model and Polymarket's crypto-first strategy. They also explore market-making, liquidity dynamics, and the potential for mainstream adoption, discussing how these platforms could reshape the trading landscape.

Ben Miller is Co-Founder and CEO of Fundrise, America's largest direct-to-investor alternatives investment manager. Fundrise’s mission is to use technology to build a better financial system for the individual investor, one that is simpler, lower cost, more reliable and transparent.Since launching America’s first online real estate investment platform in 2012, Fundrise has now become the largest direct-to-investor alternatives investment manager in the country. From private credit to real estate private equity to growth-stage venture capital, Fundrise offers investors exposure to some of the most prized asset classes in the world.Prior to Fundrise, Ben has decades of experience in real estate and finance. As Managing Partner of WestMill Capital Partners and President of Western Development Corporation, Ben was responsible for acquiring, developing, and financing more than $500 million worth of property.

Recorded 10/15/25Vincent's Slava Rubin and Sacra's Jan-Erik Asplund discuss the current state and future prospects of SpaceX, exploring its growth trajectory, revenue streams, and the impact of its Starlink internet service. The discussion also covers the technological advancements with Starship, the competitive landscape in the space industry, and the investment opportunities and risks associated with SpaceX.

Vincent CEO Eric Cantor and ARK Invest's Cathie Wood, EquityZen's Atish Davda, and Sacra's Jan-Erik Asplund explore the evolving landscape of private markets and venture capital, focusing on how individual investors can navigate these opportunities. The panel discusses emerging pre-IPO companies, innovations in fintech, national security, and the future of space exploration, as well as the potential of quantum computing. Insights are shared on investment strategies, product risks, and the importance of understanding market dynamics.

Recorded 8/13/25Vincent co-founder Slava Rubin and Sacra's Jan-Erik Asplund discuss the design startup Figma's recent IPO, its competitive landscape, financial metrics, and the impact of AI on the design software market. They explore Figma's core products, growth potential, and the risks associated with its valuation. The conversation also touches on the broader implications of AI in the design space and the future projections for Figma as a public company.