Optimist Fund, Carvana, ThredUp, Market Volatility | Ep. 1 of The Optimist w/ Jordan McNamee and Brandon Snow | April 16th, 2025

Hi there,

Over the past few months, many of our investors have shared how much they’ve enjoyed hearing our thoughts on recent webinars and podcasts. So—we’re launching our own podcast!

If you have any topics or questions you'd like us to cover in future episodes, we’d love to hear from you.

In our first episode, Brandon and I dive into companies like Carvana, ThredUp, and HelloFresh, exploring what makes their business models unique and where we see growth potential. We also discuss market volatility, long-term thinking, and why staying focused on business fundamentals matters most.

Hope you enjoy the conversation!