PodcastRiskReversal PodSeptember 28, 2026
Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2
First Mark's Heitzmann sees digital health disruption and regulated betting transparency as the next big decade-long venture themes.
- Decade-long thesis: Heitzmann says First Mark invests on "10 year arcs," citing early bets on Pinterest, Airbnb, and DraftKings as examples of being early rather than timing near-term moves.
- Yankees ownership via network: He joined the Yankees ownership group after being recruited for his history advising StubHub, DraftKings, MLB Advanced Media, and NFL/NBA digital boards.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
