Épisodes

  • Episode 208 - How Faith Investors Are Backing Hollywood's Next Wave | John Coleman
    Oct 20 2025

    Join host Justin Forman as he sits down with John Coleman, a leading investor in faith-driven entertainment, on the set of The Chosen to explore the explosive growth happening in faith and family content. This conversation reveals how Christians are reclaiming their place as culture-shapers through strategic capital deployment in Hollywood.

    Key Topics: • The shift from philanthropic "passion projects" to commercially viable platform-based investing in entertainment • How Wonder Project raised $100 million from faith-driven investors to unlock hundreds of millions more from Amazon and Sony • Why investing in platforms (not individual projects) creates sustainable cultural impact • The business infrastructure required to make faith-driven content commercially successful • How to apply private equity rigor to entertainment investing while maintaining creative authenticity

    Powerful Quotes:

    "My philosophy right now is bet on platforms, not projects. How can I ally with teams that are producing at the highest level of what they do and allow them to do the hard work of sorting through projects across multiple different projects." - John Coleman

    "The studio system puts $250 billion into content around the world every year. A lot of people have made a great deal of money in these production studios, but Christians had not really cracked the code." - John Coleman

    "If these projects are philanthropic, that money runs out one day. If you can create a return on investment consistently enough to get institutions confident in this as an asset class, that will unleash more capital." - John Coleman

    About John Coleman:

    John Coleman is a leading investor in the faith-driven entertainment space, helping to raise capital for platforms like Wonder Project that partner with major studios including Amazon Prime Video and Sony. His investment philosophy emphasizes backing proven teams and platforms rather than individual projects, applying venture capital rigor to create commercially sustainable faith-driven content. Coleman believes that by applying business discipline to entertainment investing, the faith community can unlock institutional capital and create a self-sustaining ecosystem that shifts culture while generating market-rate returns for investors.

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    43 min
  • Episode 207 - Marks on the Market: Ushering in Q4 2025 | Tim Macready | Brightlight
    Oct 6 2025

    Join hosts Richard Cunningham and John Coleman alongside special guest Tim Macready for FDI's October Marks on the Markets episode. This roundtable discussion examines Q4 2025's complex investment landscape: Fed rate cuts colliding with government shutdowns, sticky inflation at 2.9%, and markets continuing their remarkable 14% year-to-date climb despite mounting uncertainties.

    Key Topics:

    • Federal rate cuts and their impact on private credit markets and real estate
    • The bifurcation of the US economy: wealth creation at the top versus challenges for lower-income households
    • AI revolution's early effects on employment across different sectors and wage bands
    • Private markets landscape: venture capital resurgence, private equity stagnation, and real estate headwinds
    • Tariffs, H-1B visa changes, and the reshoring debate's practical implications
    • Faith-driven investing movement update: growth in ETF options, impact measurement frameworks, and theological deepening

    Notable Quotes:

    "The workforce in this country is so mobile relative to other parts of the world, willing to move for economic reasons... there's so much entrepreneurial drive, and this impetus to create and create new ideas and new products." - Tim Macready

    "I'm of the personal opinion it would actually be quite healthy for financial markets if we saw a 10, 15% correction over the next 12 months or so concentrated in those really highly valued growth stocks at the top end." - John Coleman

    "We're seeing more products, more assets, more options. We're also seeing a deepening of the recognition of integrity, impact integrity, of authenticity, of being able to articulate not just, hey, we're a Christian organization and we're investing, but what that means in practice." - Tim Macready

    Episode Description:

    As Q4 2025 begins, faith-driven investors face a paradox: soaring public markets alongside economic bifurcation, technological disruption, and policy uncertainty. This October Marks on the Market episode brings together three seasoned investors to dissect what's really happening beneath the surface of headline numbers.

    Richard Cunningham, John Coleman, and Tim Macready examine the Fed's recent rate cut against the backdrop of a government shutdown, 3.8% GDP growth, and inflation that refuses to fully retreat. The conversation moves beyond macro headlines to explore what matters for faith-driven capital deployment: Are small and mid-cap stocks finally poised for their moment? How will AI's early employment impacts ripple through different economic strata? What does authentic impact measurement look like as the faith-driven investing movement matures?

    The discussion tackles private markets with particular nuance. Venture capital is resurging as IPO markets reopen, but private equity remains sluggish as firms wait for better exit conditions. Real estate continues working through its post-pandemic adjustment, while private credit faces questions about sustainability as rates potentially decline. John shares profound reflections from a recent World War II historical tour, connecting lessons about human courage and evil to today's calling for faithful stewardship. Tim provides encouraging updates on the faith-driven investing ecosystem's growth, including new ETF launches and the Christian Impact Framework's development for authentic impact measurement.

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    49 min
  • Episode 206 - Africa Growing Faster Than China: $600M Fund Manager's Thesis | Richard Okello
    Sep 22 2025

    Join host Richard Cunningham as he sits down with Richard Okello, founder and managing partner of Sango Capital, at the 10th Anniversary Lions Den in Dallas, Texas. Richard shares his remarkable journey from a chicken arbitrage business in Uganda at age 12 to becoming a partner at Bridgewater Associates and ultimately founding one of Africa's premier institutional-grade investment firms.

    This episode explores the compelling investment thesis for Africa, the evolution of risk perceptions, and why faith-driven investors should seriously consider African markets for both commercial returns and kingdom impact.

    Key Investment Topics:

    • Africa's growth trajectory now matching China's economic expansion
    • Currency stabilization across major African economies for the first time in history
    • Private equity opportunities in a market with 35 years of institutional development
    • The critical minerals opportunity beyond traditional gold and platinum
    • Why African political risk perceptions are 10-15 years outdated

    Powerful Quotes: "Africa today provides an opportunity for commercial returns which the faith driven investor is interested in and high level of impact with variety." - Richard Okello

    "I think a faith driven investor needs to lock in on what they are called to do with the money that they are entrusted with." - Richard Okello

    Richard's story demonstrates how God orchestrates divine appointments—from a scholarship opportunity through a friend's sacrifice, to meeting a dean of admissions in Wales, to joining Bridgewater the only year they recruited three-year graduates. Now managing nearly $600 million in assets, Sango Capital focuses on private equity, venture capital, and private credit across select African markets, delivering institutional-grade returns while driving meaningful economic transformation across the continent.

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    28 min
  • Episode 205 - Marks on the Market: Oil & Gas Experts Share Energy Market Updates | Jordan Strebeck & Chas Perry
    Sep 8 2025

    Energy Markets Deep Dive: Faith, Finance, and the Future of Oil & Gas

    Join hosts Richard Cunningham and Luke Roush as they take their first deep dive into the energy markets with two legends from the Permian Basin in Midland, Texas. Jordan Strebeck of Fortress Energy Partners and Chas Perry of PBEX offer insider perspectives on oil and gas investing, geopolitics, and how energy production enables human flourishing globally.

    This Marks on the Market episode explores the technological revolution that transformed American energy independence, the capital discipline reshaping the industry, and why natural gas could be the key to both domestic prosperity and global development.

    Key Topics:

    • The Permian Basin's role as America's energy epicenter - producing half of US oil within 200 miles of Midland
    • Horizontal drilling and hydraulic fracturing technology that revolutionized unconventional oil recovery
    • Capital discipline versus "drill baby drill" - why the industry learned to prioritize shareholder returns
    • Geopolitical implications of US energy independence and LNG export capacity
    • How abundant natural gas could enable cheaper electricity and AI infrastructure development
    • Energy density and human flourishing - why hydrocarbons remain essential for economic advancement

    Notable Quotes: "OPEC doesn't really care a whole lot about what we think. And I've learned also, like President Trump, neither he nor anyone in his administration, has called and ask me my opinion." - Jordan Strebeck

    "You can't always rely on [renewable energy]. Natural gas, we've got a ton of it in the United States. All of us on this podcast will be dead and gone before we're out of fossil fuel." - Chas Perry

    "There is no such thing as an economically advanced economy that does not require energy." - Jordan Strebeck

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    58 min
  • Episode 204 - Pastor to President: Investing in Africa's Future | President Chakwera
    Aug 25 2025

    Join us for an extraordinary conversation as Faith Driven Investor shares a special crossover episode from the Faith Driven Entrepreneur podcast, where host Justin Forman sits down with President Lazarus Chakwera of Malawi at his lakeside residence. President Chakwera brings a unique perspective as both a former pastor who led the Assemblies of God for 24 years and now as the leader of a nation, sharing profound insights on the intersection of faith, investment, and nation-building.

    In this powerful discussion, President Chakwera reveals how God called him from the pulpit to the presidency, his vision for transforming Malawi from an aid-dependent nation to an investment-driven economy, and the critical role faith-driven investors can play in Africa's development. He shares candidly about the importance of shifting from poverty alleviation to wealth creation, the untapped potential in Malawi's agriculture, tourism, and mining sectors, and why partnership—not paternalism—is the key to unlocking Africa's vast resources.

    Key Investment Topics Discussed: • The transition from aid to investment: Creating sustainable economic growth through strategic partnerships • Malawi's ATM strategy: Agriculture, Tourism, and Mining as key investment sectors with massive potential • Infrastructure development as the critical enabler: From 11% to 75% electricity access by 2030 • The $1 trillion+ opportunity in rare earth minerals, including the world's largest rutile deposits • Why Africa's youth demographic (average age 18 in Malawi) represents an unprecedented investment opportunity

    Powerful Quotes from President Chakwera:

    "Investing for me is using what God has given me in order that I might be a blessing to other people."

    "We need to re-engineer ourselves and how we look at all these resources and say, how do we now become a productive oriented community, rather than a consumption oriented one?"

    "A faith-based investor recognizes that we've got to build on the trust we have, and then our dealings will not be based on any corrupt practices."

    President Chakwera's journey from pastoral ministry to presidential leadership offers unique insights for investors seeking both financial returns and Kingdom impact. His vision for Malawi to become "an inclusively wealthy, self-reliant, upper middle income economy" by 2063 presents compelling opportunities for faith-driven capital to make a transformative difference in one of Africa's most beautiful and resource-rich nations.

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    39 min
  • Episode 203 - Marks on the Market: Interest Rates, Tariffs, AI and Investment Implications | Brian McClard
    Aug 11 2025

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

    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 min
  • Episode 201 - Marks on the Market: Beyond the Bubble: Why This Could Be Venture's Most Explosive Era Yet with Rob Go of NextView Ventures
    Jul 14 2025
    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 min