『Faith Driven Investor』のカバーアート

Faith Driven Investor

Faith Driven Investor

著者： John Coleman Luke Roush
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 Faith Driven Investor is a growing movement of business leaders, fund managers, investors, and pastors who are driven by their faith. We believe that God owns it all and that he cares deeply about how we steward our investments. Our vision is for a world where Christ's followers can pursue excellent investments that allow for financial returns and Gospel-centered transformation. Every investment has an impact. What's yours?2019 Faith Driven Investor キリスト教 スピリチュアリティ 個人ファイナンス 経済学 聖職・福音主義
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  • Episode 203 - AI Revolution + Crypto Breakthrough: Investment Implications | Brian McClard

    Episode 203 - AI Revolution + Crypto Breakthrough: Investment Implications | Brian McClard
    2025/08/11

    Join host Richard Cunningham with John Coleman and Brian McClard (Chief Investment Officer at Blue Trust) for the first-ever video edition of the Faith Driven Investor Marks on the Markets podcast. In this comprehensive market analysis, our panel discusses the Fed's decision to hold rates steady, the economic impact of Trump administration tariffs, and the exciting developments in AI and cryptocurrency regulation.

    Key Investment Topics Discussed:

    • Federal Reserve rate decisions and their 4.25-4.50% range - are we seeing appropriate monetary policy?

    • Trump administration tariff strategies with the EU, Japan, and their impact on inflation vs. economic growth

    • Market valuations at the 97th percentile historically - what this means for future returns

    • The breakthrough GENIUS Act providing regulatory clarity for dollar-backed stablecoins

    • AI's disruptive potential across industries and job markets - opportunity or threat?

    Notable Quotes:

    "We're paying 40% more now for earnings than we were 10 years ago, as we're looking at 22 times forward earnings. I think US returns going forward are likely to be more muted than what we've experienced the last five or 10 years." - Brian McClard

    "Anytime you have a spirit of fear, it's really originating from a lack of control. He's not given us a spirit of fear, but of power and of love and a sound mind." - Brian McClard

    This marks-on-the-markets episode provides essential investment insights for faith-driven investors navigating today's complex economic landscape. Richard, John, and Brian bring decades of investment expertise while maintaining a biblical worldview on stewarding capital in uncertain times.

    Please note that the views expressed by the hosts and guests are their own and do not necessarily represent the opinions of Faith Driven Investor.
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    51 分
  • Episode 202 - Investing in 2.5 Billion People: Africa's Future with Ndidi Nwuneli of ONE Campaign

    Episode 202 - Investing in 2.5 Billion People: Africa's Future with Ndidi Nwuneli of ONE Campaign
    2025/07/28

    In this episode, Faith Driven Movement’s co-founder, Henry Kaestner, sits down with Ndidi Okonkwo Nwuneli, CEO of the ONE Campaign and serial social entrepreneur from Nigeria. With a background spanning McKinsey, Harvard Business School, and founding multiple organizations including LEAP Africa and Sahel Capital, Ndidi brings a unique perspective on Africa's role in the global economy.

    Key Topics Discussed
    • The current state of global advocacy and the retreat from international cooperation
    • How the flattening of USAID affects Africa and global stability
    • The power of individual voices in shaping policy (PEPFAR example)
    • Investment opportunities in Africa's food ecosystem
    • Why Africa is the continent of the future with 2.5 billion people by 2050
    • The role of faith-driven investors in transforming African agriculture
    Notable Quotes
    • "You interact with Africa every day, whenever you have a cup of coffee, when you have a chocolate bar, it's not a continent of lack, it's a continent of opportunity."
    • "We've been too dependent on a few men and their ideologies, and we've kind of drifted away from the foundations of our faith."
    • "$1 invested today saves $103 in defense action."
    Key Takeaways
    • Every individual has a voice that can influence policy decisions
    • Africa's food ecosystem presents significant investment opportunities across the spectrum
    • The continent's young workforce (70% under 35 by 2050) represents the future global workforce
    • Faith-driven partnerships can create sustainable change beyond government programs
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    31 分
  • Episode 201 - Marks on the Markets: Beyond the Bubble: Why This Could Be Venture's Most Explosive Era Yet with Rob Go of NextView Ventures

    Episode 201 - Marks on the Markets: Beyond the Bubble: Why This Could Be Venture's Most Explosive Era Yet with Rob Go of NextView Ventures
    2025/07/14
    Episode OverviewIn this July 2025 episode of Marks on the Markets, we dive deep into the venture capital landscape with two battle-tested VCs who've weathered the storm from COVID boom to AI revolution. Key Themes ExploredThe "Quiet Freakout" PhenomenonWhy even well-funded startups are secretly terrified about the next 6-18 monthsHow AI has created a "boxing match during an earthquake" for entrepreneursThe unprecedented uncertainty facing venture founders in 2025The Great Liquidity CrisisWhy LPs haven't seen distributions in years and what it means for new fundingThe IPO market's slow reopening and what it signals for exitsHow the DPI (distributions to paid-in capital) drought is reshaping the industryAI's Seismic ImpactWhy this technological shift dwarfs previous internet revolutionsThe emergence of AI-native companies and what it means for traditional softwareWhy we're likely underestimating AI's transformative powerThe Hardware RenaissanceHow software commoditization is driving investment toward "hard tech"The rise of American dynamism and defense technology startupsWhy friction is becoming the new competitive moatFaith-Driven InnovationLearning from social media's mental health failuresWhy Christian entrepreneurs feel called to shape AI's developmentBiblical frameworks for understanding technology's role in societyStandout Quotes"Everybody is quietly freaking out. You might have money in the bank, you might have venture backers, and yet everybody's quietly freaking out because you just don't know what's going to happen in three months, six months, three years." - Jake Thomsen"We are on the precipice of what could be the biggest series of technological changes in human history... more radical than at any point in history." - John Coleman"I continue to believe we are much more likely to underestimate the impact of AI than we are to overestimate it." - Rob Go"We kind of missed the boat in social media... We can't miss the boat with AI. Believers have to step in." - Jake ThomsenDeep Dive SegmentsThe Venture Market Transformation (03:22-15:36) Jake Thomsen provides a masterclass overview of venture's roller coaster ride from pre-COVID normalcy through the 2021-22 bubble, the 2022 crash, banking crisis, and today's AI-driven uncertainty.Four Forces Reshaping Early-Stage Investing (15:36-25:00) Rob Go breaks down the industry's permanent structural changes: maturation and concentration, Y Combinator's dominance, mega-fund competition, and the AI supercycle's 20-30 year horizon.The Optimist vs. Realist Debate (25:00-35:00) John Coleman makes the bull case for venture while Rob and Jake wrestle with ground-level challenges, exploring the disconnect between macro optimism and micro struggles.Hardware's Moment (35:00-45:00) Why the pendulum is swinging from pure software plays to capital-intensive "hard tech" solutions, and whether this represents a fundamental shift or temporary trend.Faith and Technology (45:00-49:07) A powerful discussion on how Christian entrepreneurs are approaching AI development with lessons learned from social media's unintended consequences.Guest ProfilesJake Thomsen - Partner at Sovereign's Capital, focusing on faith-driven founders and early-stage ventures. Previously worked in venture capital and strategic consulting.Rob Go - Co-founder and Partner at NextView Ventures, a seed-stage VC firm. 15+ years in venture capital with investments spanning consumer, enterprise, and frontier tech.Key Takeaways for InvestorsThe Power Law is Real: Top quartile VCs still dramatically outperform public markets, but the gap between best and worst performers has widened to 2,000+ basis points.Timing Matters: We're in the infrastructure phase of the AI revolution—similar to early internet days where enabling technologies capture initial value before applications flourish.Defense Through Friction: As software becomes commoditized, companies with hardware, services, or regulatory moats may prove more defensible.Liquidity Patience Required: The venture asset class needs patient capital as exit timelines extend and public market windows remain selective.Values-Driven Advantage: Founders building with clear ethical frameworks may have competitive advantages in an AI-dominated future.Resources MentionedHallow (Catholic prayer app)"God Looks Like Jesus" by Greg BoydAll-In PodcastY CombinatorReindustrialized Conference (Detroit)Connect with Our GuestsJake Thomsen: Sovereign's CapitalRob Go: NextView Ventures
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    50 分
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