468. When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

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:

  • Shamin’s LinkedIn
  • BAM’s LinkedIn
  • BAM’s Website

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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