PODCAST · business
rational vc
by Cyrus Yari and Iman Olya
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines. For the curious-minded seeking Worldly Wisdom. rationalvc.com“In my whole life, I have known no wise people who didn’t read all the time — none, zero. [...] I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up, and boy does that help, particularly when you have a long run ahead of you.” — Charlie Munger
Episodes
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#055 - Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every podcast episode we explore a Timeless book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better...
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#054 - The Bed of Procrustes: Nassim Taleb (Incerto Series)
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines. For the curious-minded seeking...
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#053 - Skin in the Game: Nassim Taleb (Incerto Series)
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better investors…
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#052 - Antifragile: Nassim Taleb (Incerto Series)
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better investors…
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#051 - The Black Swan: Nassim Taleb (Incerto Series)
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every podcast episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better...
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#050 - Fooled by Randomness: Nassim Taleb (Incerto Series)
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines to help us become better investors…
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#049 - The Podcast Is Pivoting And Rebranding!
** Apologies for the audio quality, it's been a while! New audio set-up. The audio will be significantly better from the next episode. In this transitionary episode we discuss our pivot, after 49 episodes our podcast is continuing, albeit in a much different direction, and rebranding. From the…
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#048 - Jim O'Shaughnessy (OSV.LLC): Becoming a More Nuanced Thinker
Jim O'Shaughnessy is one of the greatest thinkers of our time. A curious mind, Wall Street legend, Venture Capitalist (OSV.llc), best-selling author, previously founder of OSAM (sold to Franklin Templeton), podcaster (infinite loops), father, grandfather, and the list goes on. We discussed…
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#047 - Jonny Blausten: Sprout CEO, democratising venture capital, from consulting to running startups, content creation and future of VC
Jonny is the CEO and Co-Founder of Sprout: an investment platform curating access to Venture Capital deals for private investors. 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:...
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#046 - Ben Awad: Becoming the Internet's Most Impactful Programmer
Ben Awad is a YouTuber, software engineer, and the founder of VoidPet.com. He has 500k YouTube subscribers, 800k TikTok followers, and is known for his legendary coding tutorials and humorous and authentic videos. We discussed numerous topics. Check the timestamps below for topics and enjoy the...
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#045 - Jack Raines (YoungMoney.co): The Fastest Growing Finance & Money Blogger On The Planet Right Now
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...
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#044 - Luke Burgis: Author of Wanting, Mimetic Theory in Business, Investing, Life and Relationships
Luke Burgis has co-created and led four Silicon Valley companies in wellness, consumer products, and technology. He is the author of the best selling book "Wanting: The Power of Mimetic Desire in Everyday Life", which breaks down the theories of French philosopher René Girard. Luke is currently...
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#043 - Rational Musings: Start a VC Fund or a Syndicate?
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...
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#041 - Rational Musings: Antifragile Principles for Investing and Life
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…
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#040 - Eric Jorgenson: Navalmanack, Leverage, Building Wealth & Judgement, Angel Investing, Web3, Publishing Content, & Productising Yourself
Eric Jorgenson is an author and the creator of "The Almanack of Naval Ravikant" book. He is also an Angel Investor and Entrepreneur. Eric recently launched his rolling fund on AngelList. He was on the founding team of Zaarly, and has been publishing online since 2014. His blog has educated and...
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#039 - Rational Musings: Principles for Anti-Mimesis and Living a Counter-Cultural Life
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…
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#038 - Mac Conwell ("Mac the VC"): RareBreed.VC, From Homeless to Launching a $10million Fund
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,...
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#037 - Odin: Founders Paddy Ryan & Mary Lin discuss access to venture, community building and Europe vs US
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...
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#036 - Andrew Gazdecki: MicroAcquire.com, Building 3 Successful Companies & What Makes a Great Founder
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…
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#035 - Rational Musings: Principles for Investing, Business, Life and Learning: How to Approach Building Your Personal Principles with Rational VC
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...
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#034 - Rational Musings: Lack of Authenticity EVERYWHERE, & Applying Wall Street DNA to Venture Capital
Cyrus and Iman discuss their thoughts on authenticity in life, tech, and VC. They also discuss having purpose and performing deep work, whether elite university degrees are becoming a bad investment, applying the Wall Street DNA to Venture, and how Twitter activity influences VC funding outcomes....
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#033 - Samir Kaji: Allocate.co, The Future of VC & Angel Investing, Emerging Managers, Market Valuations & More
Samir Kaji is a seasoned Venture Capital banker and now the founder of Allocate - a company disrupting the VC market. Allocate make it easy for investors to access top-tier private alternatives within the technology sector. Samir explains how his idea to build the Allocate platform emerged from…
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#032 - Rational Musings: The Generational Shift Within VC, Mimetic Desire, & Hiring Struggles
Cyrus and Iman discuss contrasting management methods in tech, hiring struggles in the marketplace, mimetic desire, environmental factors affecting investor decisions, the Matthew effect in relation to VC performance, and the generational shift within VC. You can also watch this in video format…
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#031 - Rational Musings: a16z Vs. Sequoia, Future of Expertise, & Content Creation
Iman and Cyrus discuss Andreessen Horowitz (a16z) and Sequoia. They touch on a16z's approach to becoming a venture corporation and Sequoia's leader Doug Leone. The guys also deep dive on the future of expertise, and also on things to consider when becoming a content creator. You can also watch…
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#030 - Rational Musings: Angel Investing, Y Combinator Valuations, Due Diligence, Portfolio Allocation & Investment Inertia
Iman and Cyrus discuss angel investing in detail through the lens of a recent investment they are analysing. They touch on the importance of non-technical due diligence and what to emulate from the best angels. You can also watch this in video format on our youtube channel to see supporting...
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#029 - Rational Musings: Hacker Homes, Tesla's Artificial Intelligence, Space Race, Climate Change, & OnlyFans
Cyrus and Iman discuss the huge advancements in AI by Tesla, showcased in their AI day. They also talk hacker homes and why they're getting funding, Jeff Bezos suing NASA, the damning IPCC report on climate change, and OnlyFans dropping explicit content from its platform. You can also watch this…
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#028 - Will Bruey: SpaceX Veteran Raising $50MM+ from Founders Fund, Khosla, Naval Ravikant and Pioneering Space Manufacturing (Varda.com)
Will Bruey is CEO & Co-Founder of Varda Space Industries. Varda is pioneering space manufacturing by building the first space factory to launch and return space-made products for terrestrial applications. Varda was incubated in Founders Fund, and has since gone on to raise* over $50MM from...
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#027 - Rational Musings: Emerging VC Managers, Space Race, Self-Aware Founders, & Fundraising Records
Cyrus and Iman discuss whether diversification makes sense through the lens of Apple vs. all the world's unicorns, how fundraising is growing in VC, and the Bezos vs. Branson space race. They also discuss why right now is the best time ever to build a startup or be a Venture Capitalist. You can...
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#026 - Rational Musings: James Anderson, Startup Boom, Woke Culture In Big Tech, Microsoft Moves, & Investing In Nvidia
Cyrus and Iman discuss the 'deep sickness' in the UK (vs. US) capital markets according to James Anderson, the rapid growth of startup entrepreneurship during covid, woke culture in big tech, Microsoft making new moves to compete with Apple, and what makes Nvidia a great investment. You can also...
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#025 - Rational Musings: Unicorns, VC Risk Appetite, Tiger Cubs, Babylon SPAC, & EU vs US Business
Cyrus and Iman discuss the latest CB Insights report on unicorn companies, whether venture capital has stopped being innovative and risk-taking, Europe lagging behind the US, Babylon health's decision to list via a SPAC, and Tiger Management cubs including Bill Hwang of Archegos Capital. You can...
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#024 - Rational Musings: Learnings From Berkshire Hathaway Annual Shareholders Meeting 2021
Cyrus and Iman discuss the recent 2021 Berkshire Hathaway Annual Meeting. We covered inflation, innovation affecting the world's largest companies, crazes such as Robinhood, Bitcoin, SPACs, and finally details around Warren Buffett's successor following Charlie Munger's leak. You can also watch...
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#023 - Rational Musings: Bitcoin Crash, Now What? Revisiting Pros and Cons, Plus the State of European VC
In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover all things Bitcoin, Crypto, and Blockchain, weighing up the pros and cons following comments from Charlie Munger, Nassim Taleb, and Balaji Srinivasan, in addition to the...
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#022 - Rational Musings: Doordash, Crazy Valuations, Apple the New King of M&A, Death of SPACs, & Hiring Forever Changed
In our latest Rational Musing market roundup, Iman and Cyrus give a Lindy take on some updates in the world of tech. We cover delivery startup valuations, moats, Apple's M&A strategy, hiring, the future of careers in tech, and whether SPACs are dying out. You can also watch this in video format…
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#021 - Kiyan Zandiyeh: The World's Leading Tech Investor In Frontier Markets (SturgeonCapital.com)
From investing at a young age, to working for Nouriel Roubini, before ultimately becoming the Chief Investment Officer at Sturgeon Capital, Kiyan Zandiyeh is considered the world's leading technology investor in frontier markets. Kiyan shares all there is to know about these underlooked markets...
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#020 - Dr. Cameron Sepah: Founder, Investor, Professor, Harvard Psychologist, & Exec Coach to Elite CEOs & VCs
Dr. Sepah is a clinical psychologist, professor of psychiatry and a serial entrepreneur. He recently founded Maximus; a consumer health company that provides men with content, community, and clinical support to optimise them in mind and body. Maximus has raised $5M from Silicon Valley goats such…
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#018 - Special Ep: What Cyrus Learned From Peter Kaufman on The Multidisciplinary Approach to Thinking
In this special (no guest) episode of our podcast, Cyrus shares his learnings from Kaufman's rare talk. Kaufman covered everything from physics and biology to game theory, mental models, decision-making, leadership, business, managing relationships, and generally living a better life. Discover...
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#017 - Amir Nooriala: From Executive At Europe's Most Valuable FinTech To Joining Accel-Backed Callsign
Amir is Chief Commercial Officer of Callsign - a leading digital identity startup backed by Accel. A seasoned Exec, he's passionate about social mobility and also co-founded FinTech North London - a networking group with some of the biggest names in UK FinTech. Cyrus and Iman talk to Amir about…
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#015 - Sarah Nöckel: Building the Largest Community for Women in Tech & VC (Femstreet and Northzone VC)
Sarah Nöckel is the founder of Femstreet, the largest global community for women in Tech and Venture Capital. She's also a Venture Capitalist, working as an Investment Manager at Northzone. The trio talk building communities, growing side hustles, and female / minority representation in Tech and...
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#014 - Paul Cuatrecasas: Go Tech or Go Extinct, and Why Value Investing Is Dead (aquaapartners.com)
Cyrus and Iman talk to Paul Cuatrecasas, Founder and CEO of Aquaa Partners. From Wall Street to London, Paul has several decades of experience in Tech M&A. His book "Go Tech or Go Extinct" shows how CEOs need to think about M&A and transformation in the tech age. Paul also explains his thesis on...
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#013 - Sean Seton-Rogers: Leaving the US and Taking Over European VC (PROfounders Capital, Ex-Benchmark)
Cyrus and Iman talk to Sean Seton-Rogers - General Partner at PROfounders Capital and a Forbes Midas List VC in 2020. Sean explains why PROfounders is a fund for founders, backed by founders. Sean also explains his approach to investing, how he thinks about the venture market and growing...
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#011 - Cyrus and Iman's talk at the McKinsey Early Stage Investor Conference: Startup Scaling
Cyrus and Iman were invited to the McKinsey Early Stage Investor Conference. They held a working session with a series of startups across two days where they outlined their approach to building efficient and successful startups. This is a snippet of one of their sessions. They talk about...
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#010 - Michael Ginzo: Starting a Company in a Pandemic & Raising VC Funding (Hofy.co)
Cyrus talks to Michael Ginzo, Co-Founder of Hofy, a leading remote working B2B subscription startup. Hofy enable companies to set up home offices for their employees online in just a couple of clicks. Michael discusses the early days of setting up Hofy, achieving product-market fit, scaling, Hofy...
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#009 - SPACSMAS SPECIAL: Everything You Need to Know About Investing in SPACs
SPACs seem to be the hot topic of investing at the moment, with big names like Chamath and Bill Ackman setting up their own SPACs. Retail investors have access to this opportunity too. So Cyrus and Iman look into SPACs to see what all the hype is about and to test their relative merits vs...
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#008 - Andi Kazeroonian: Leading UK FinTech VC Talks Key Criteria for Investing (Outward VC)
Cyrus and Iman interview Andi Kazeroonian: Investment Manager at leading UK FinTech venture fund Outward VC. Andi discusses what he looks for in investments, the future of European tech, and investing in Primary Bid early on, in addition to participating in their follow-on round of £50M (Series…
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#007 - Matteo Franceschetti: Raising $70 million from Founders Fund, Khosla Ventures, YC (Eight Sleep)
Cyrus and Iman interview seasoned founder: Matteo Franceschetti - CEO and Co-Founder of Eight Sleep, the leaders in sleep technology. Through their patented technology, Eight Sleep make products that leverage machine learning and artificial intelligence to improve your sleep through...
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#006 - Go-To-Market & Effective Product Management
Many founders often focus on the wrong things in the early stages. Iman and Cyrus cover all things on go-to-market strategy from a strategist's point of view, and how to set up an effective product management function, what to track, and biases to be aware of so you don't get caught up in the…
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#005 - Rolling Funds Are Changing Venture Capital
There's a revolution coming in tech investing. Rolling funds are making early-stage investing more accessible to the masses. They're also making it easier for anyone to set up a fund. Cyrus and Iman cover everything you need to know, including what they are, the problem they solve, differences…
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#004 - Where Would You Invest and Why? A 20-Year View
Cyrus and Iman break down the most interesting industry verticals for long-term investment and explain why these make a strong case for a 20-year hold. They also challenge each other on the future of these spaces and how disruption will occur. This podcast will provide weekly content on…
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#003 - Breaking Into Venture Capital: Advice for 18-35 Year Olds
After receiving a number of messages, Cyrus and Iman share their thoughts on entering the technology ecosystem and navigating career paths in this space. Do any of the below apply to you or someone you know? Send them this video if so! 1) You've just graduated high school and you don't know what…
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#002 - Venture Capital is a Game
Have tech valuations ever baffled you? Are you sceptical of why Tesla is worth so much? Is the Venture Capital space confusing? In this episode we talk through the confusing world of venture capital and tech investing. We answer some of these questions and more. This podcast will provide weekly...
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ABOUT THIS SHOW
Learn from history's Greatest Minds — and find Timeless ideas you can apply to business and life. Every episode we explore a Lindy book: We strive to become polymaths like our investing and business icons, pulling the Big Ideas from a wide range of disciplines. For the curious-minded seeking Worldly Wisdom. rationalvc.com“In my whole life, I have known no wise people who didn’t read all the time — none, zero. [...] I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up, and boy does that help, particularly when you have a long run ahead of you.” — Charlie Munger
HOSTED BY
Cyrus Yari and Iman Olya
CATEGORIES
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