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b'I have a special request this week: share this episode with every curious person in your life.\\xa0\\n The conversation, with a 26-year old investor named Ali Hamed, serves as an example of what\\u2019s possible when you think creatively.\\xa0\\n Ali views the world with a fresh set of eyes, and has already become an expert at identifying new investment opportunities where others have not. As the second prodigy 26 year old in as many weeks on the podcast, these young guns are making me feel like an ancient 32 year old.\\xa0\\n We talk a lot about \\u201calpha\\u201d in our world, earning returns better than the market. But the key word in that last sentence isn\\u2019t alpha, it\\u2019s earning. Hopefully you, like me, will use this conversation as a reminder of what it takes to earn differentiated returns. It\\u2019s not just the hard work, but also the mindset. We explore many examples of how to create new investment opportunities, from rolling up Instagram accounts, to financing perishable fruit like watermelons, to heavy machinery software.\\xa0\\n Please enjoy this special conversation with Ali Hamed. Follow him and his partners. And then go figure out how to earn success yourself in whatever it is you do by helping other people solve problems with empathy.\\xa0\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n \\xa0\\n Books Referenced\\n The Big Short: Inside the Doomsday Machine\\n \\xa0\\n Links Referenced\\n Sheel Tyle Podcast\\n Seed Investing is a B2C Business, While Growth Stage investing is a B2B Business\\n Ira Judelson podcast\\n Free Content and Digital Media Are Increasing Socio-Economic Disparity\\xa0\\n \\xa0\\n Show Notes\\n 2:24 - (First Question) Ali\\u2019s investment philosophy\\xa0\\n 3:33 \\u2013 History of Coventure and its unique structure\\xa0\\n 6:30 \\u2013 The story of how Coventure was seeded\\xa0\\n 12:29 \\u2013 What makes cost of capital such an interesting topic for Ali\\xa0\\n 14:13 \\u2013 Exploring fee structures and the expectations for return in the current environment\\xa0\\n 17:02 \\u2013 The current state of the VC world\\xa0\\n 21:42 \\u2013 Ali\\u2019s investment process on the VC side\\xa0\\n 25:32 \\u2013 What other requirements are there for Ali to make a VC investment\\xa0\\n 28:00 \\u2013 Understanding the difference between judgement and empathy in founders\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 28:20 \\u2013 The Big Short: Inside the Doomsday Machine\\n 29:47 \\u2013 Dealing with LP\\u2019s\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 32:47 \\u2013 Sheel Tyle Podcast\\n 33:39 \\u2013 At one point did Ali feel the most personally at risk in his career\\n 37:55 \\u2013 Why did they get involved in cryptocurrency\\xa0\\n 43:30 \\u2013 What excites Ali most about crypto\\n 46:09 \\u2013 Lending as an alternative way to invest in businesses\\n 48:09 \\u2013 An overview of their lending business\\n 50:21 \\u2013 How does deal flow and sourcing work in these arrangements\\n 52:54 \\u2013 How much encroachment will Ali face from competitors\\n 54:28 \\u2013 Exploring the idea of valuing and buying digital accounts\\n 59:36 \\u2013 How Ali thinks about marketing for his own firm and the ones he invests in\\n 1:00:06 \\u2013 Seed Investing is a B2C Business, While Growth Stage investing is a B2B Business\\n 1:03:59 \\u2013 Longer term aspirations for Ali and industries that he would avoid\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 1:04:25 \\u2013 Ira Judelson podcast\\n 1:08:05 \\u2013 Ali\\u2019s view on the potential negative impact of free content\\n \\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0\\xa0 1:08:19 - Free Content and Digital Media Are Increasing Socio-Economic Disparity\\n 1:12:48 \\u2013 Kindest thing anyone has done for Ali\\n \\xa0\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on twitter at @patrick_oshag'