Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 28 October 2025

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early advisor and investor to Rovio aka Angry Birds. In today’s episode, Peter discusses the evolution of the gaming industry, highlighting the dominance of gaming IP. He touches on the rise of indie games, the impact of AI on the space and why he avoids trends like esports, AR and VR. (0:00) Starts (1:47) Peter Levin's background in gaming (5:37) Gaming's transition to mobile gaming and post-2000s developments (13:49) Comparison of gaming industry to traditional media and the rise of indie gaming (20:45) Changes in gaming revenue models (27:30) VR and AR challenges (35:50) Using a Data-driven approach to invest in gaming startups (47:00) Impact of AI on game development (56:32) Peter's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor Show, where the focus is on helping you grow and preserve your wealth.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.5	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of Cambria investment management or its affiliates.
0:31.2	For more information, visit cambriainvestments.com.
0:34.6	If you were interested in participating in a 351 ETF exchange, you can find more information at
0:40.8	Cambriafunds.com forward slash 351, or you can email us for more info at 351 at cambriainvestments.com.
0:53.1	Cambria funds are distributed by Alps Distributors, Inc.
0:55.0	investing involves risk, including possible loss of capital.
0:57.0	What's up, everybody?
0:59.0	We got a really fun show today.
1:00.0	Today's guest is Peter Levin, co-founder of Griffin Gaming Partners,
1:04.0	one of the largest singularly focused gaming investment vehicles in the world.
1:09.0	Peter was previously CEO and co-founder of nerdist industries,
1:12.6	which was acquired by legendary entertainment. He was the president of Interactive Ventures
1:16.4	Game and Digital Strategy at Lions Aid began his career at CAA. I was in their office building
1:21.2	last week. To the Senate of Disney, sold a company to UFC, was also an early advisor investor
1:26.1	to Rovio, aka Angry Birds.
1:28.7	Peter, welcome the show.
1:30.1	Thank you for having me.
	...

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