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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