Sid Malladi: The Future of B2B Trade - [Making Markets, EP.62]

Sid Malladi: The Future of B2B Trade - [Making Markets, EP.62]

Author: Colossus | Investing & Business Podcasts June 20, 2025 Duration: 50:31

My guest today is Sid Malladi, founder of Nuvo. Behind every product, from wine to lumber to steel, is a complex web of B2B relationships, built slowly, at high cost, and constrained by risk. Nuvo aims to change that by building a digital network that accelerates onboarding, visibility, and trust. In this conversation, Sid takes us through that journey. We discuss the frictions that define B2B trade, the cold-start challenge of building a network from scratch, and how Nuvo approaches trust like a FICO score for businesses. We also explore the broader macro forces shaping supply chains today, from tariffs to AI, and why the most resilient companies are those creating deeper, more flexible webs of trade relationships.


For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:01:04) Introduction to Novo and B2B Trade

(00:03:05) Challenges in B2B Trade Partnerships

(00:08:16) Novo's Digital Network Solution

(00:11:19) Scaling and Network Effects

(00:17:14) Operational Efficiency and Revenue Growth

(00:19:19) Macro Forces and Technology Adoption

(00:24:38) Consumer vs. B2B Dynamics

(00:24:58) Credit Networks and Margins

(00:25:59) Building Private Networks

(00:26:51) Early Discoveries and Business Models

(00:28:02) The Role of Centralized Data

(00:31:11) Risk Management in B2B Trade

(00:31:51) Novo's Approach to Risk and Visibility

(00:35:11) Integrating with Government and Private Systems

(00:38:04) Challenges and Opportunities in Trade Networks

(00:43:27) Adapting to Market Volatility

(00:46:42) Future Plans and Expansion

(00:49:09) Industry Outlook

Learn more about your ad choices. Visit megaphone.fm/adchoices


Eric Golden hosts Making Markets, a podcast that digs into the often unseen mechanics and human behaviors driving how value is assigned and traded. Rather than just analyzing charts or headlines, conversations focus on the underlying architecture-the rules, relationships, and psychology-that defines how any marketplace functions. This approach means that one episode might dissect the familiar terrain of bonds or equities, while the next ventures into the specialized worlds of fine art, cryptocurrency, or even vineyard acquisitions. The common thread is a curiosity about the actual transactions and the people who facilitate them, providing a tangible sense of what occurs when assets change hands. By speaking with practitioners and experts each week, the show demystifies the complex systems that form the backbone of global commerce, offering listeners a clearer picture of economic forces at work. As part of the Colossus network of investing and business podcasts, Making Markets builds a comprehensive library of knowledge, turning abstract concepts into accessible narratives. It’s for anyone who has ever wondered about the real-world machinery operating behind the curtain of daily financial news.
Author: Language: English Episodes: 100

Making Markets
Podcast Episodes
0xfoobar: Crypto Culture and Convention - [Web3 Breakdowns, Replay] [not-audio_url] [/not-audio_url]

Duration: 45:55
This is Eric Golden, and today we’re replaying one of my favorite conversations with 0xFoobar. Foobar is a developer and investor who writes a must-read newsletter called The Variable. We discuss the tradeoff between pri…
Bored Ape Yacht Club - [Web3 Breakdowns, Replay] [not-audio_url] [/not-audio_url]

Duration: 51:13
Today, we're continuing our series of replays this week with the first episode we ever published. Almost two years ago to the day, I sat down with Patrick to talk about the Bored Ape Yacht Club. I hope you enjoy listenin…
Austin Campbell: A Primer on Stablecoins - [Web3 Breakdowns, Replay] [not-audio_url] [/not-audio_url]

Duration: 1:02:01
Today we are revisiting my conversation with Austin Campbell. After my interview with Mike Dudas, I had asked, who is the smartest person I can talk to about Stablecoins? He instantly responded, you need to speak with Au…
Nick Neuman: Securing Your Crypto - [Web3 Breakdowns, EP.85] [not-audio_url] [/not-audio_url]

Duration: 45:03
This is Eric Golden and my guest today is Nick Neuman, the CEO of Casa. Casa offers crypto users a secure and straightforward way to self-custody their assets, and today, we dive into this critical topic. We talk about t…
Inca Digital: Decoding Crypto with Data - [Web3 Breakdowns, EP.83] [not-audio_url] [/not-audio_url]

Duration: 43:12
This is Eric Golden and my guests today are Adam Zarazinski and Cameron Smith of Inca Digital. Inca is a Crypto Data and Analytics company that serves clients ranging from DARPA to banks to crypto exchanges, making Adam…
Luca Netz: Building a Powerful NFT Brand - [Web3 Breakdowns, EP.82] [not-audio_url] [/not-audio_url]

Duration: 54:49
This is Eric Golden, and my guest today is Luca Netz. Luca grew up with nothing but made millions before his 25th birthday by building and selling multiple businesses. Two years ago, he spent $2.5M to buy the Pudgy Pengu…