#136 with Jack Smith - Trading Cards and Collectables: A Deep Di…
About This Episode
Co-founder of Vungle, Jack Smith, joins Sam and Shaan to discuss his obsession with the collectibles market and alternative assets. They analyze the business models of platforms like Rally Road, Otis, and Masterworks, exploring how fractional ownership and gamification are transforming high-value physical goods into liquid investment classes.
Episode Description
Key Takeaways
Identify nascent platforms with low competition to find arbitrage opportunities and establish yourself as a power user before the market matures.
Use 'liquidity compression' by limiting trading to specific windows to create artificial scarcity and FOMO in low-volume marketplaces.
The 'Kingmaker' strategy involves controlling the grading and certification of assets, creating a massive moat based on decades of trust and reputation.
Business Ideas Mentioned
AI Powered Trading Card Grader
AI & Automation
Alternative Asset Index ETF
Boring Business
Twitch Streamer Income Share Accelerator
Creator Tools
Collectibles Content and Storytelling Agency
Content & Media