Mike Dudas, 6th Man Ventures – Investing in Web3 & The Metaverse While Launching LinksDAO | #383

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 17 January 2022

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 383, we welcome our guest, Mike Dudas, founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse. His previous experience at Disney, Google and Venmo gives him a unique perspective on these areas. In today’s episode, we have a primer on Web3 from someone who’s deploying over $100 million into the space over the next few years. We start with an overview of stablecoins and their role in Web3. Then we get into NFTs and how they relate to DAO’s – decentralized autonomous organizations. We even hear how Mike helped launch LinksDAO, which raised over $10 million in 48 hours with the goal of creating one of the world’s greatest golf clubs. As we wind down, we hear about some existing portfolio names and why Mike is bullish on the metaverse. (0:39) – Intro (1:24) - Welcome to our guest, Mike Dudas (2:29) - Early career at Disney, Google and Venmo (9:14) - Working for Paxos (12:30) - Overview of Web3 (15:49) - Overview of stablecoins & their importance (25:45) - Overview of NFTs (29:36) - Mike’s involvement with LinksDAO (40:20) - The possibility of a DAO buying a professional sports team (45:45) - The focus of his firm, 6th Man Ventures (49:25) - Some cool companies he’s invested in (55:23) - The biggest thing he wants to see come to fruition in 2022 (57:59) - Learn more about Mike; Twitter @mdudas; 6thman.ventures ----- Follow Meb on Twitter, 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 ----- Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Favor Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser. Better
0:17.4	investing starts here.
0:19.4	Meff Baber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.4	Due to industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion
0:31.1	of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit cambria Investments.com.
0:35.4	What's up, friends, we've got a great show today.
0:41.4	Our guest is the founder and general partner of
0:43.4	Six Man Ventures focusing on investing in Web 3 infrastructure and the
0:48.0	Metaverse. In today's show we have a primer on Web 3 from someone who will
0:52.4	be deploying over a hundred million
0:54.6	bucks into the space over the next few years. We start with an overview of
0:58.2	stable coins and their role in Web 3. Then we get into NFTs and how they relate
1:02.3	to Dow's decentralized autonomous
1:04.4	organizations. We even hear how our guest helped launch Lynx Dow, which raised
1:08.9	over 10 million bucks in 48 hours with the goal of creating one of the world's greatest golf clubs.
1:14.0	As we wind down, we hear about some existing portfolio names and why he's
1:18.0	bullish on the metaverse.
1:20.0	American Farmland is disappearing at an alarming rate.
	...

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