Panic with Friends - Howard Lindzon

Panic with Friends Update Oct 05, 2023

Panic with Friends is taking a break. Today, the world is in a very different place from when we launched the podcast in March, 2020. We are continuing our content endeavor and created Trends with Friends to talk about market trends, dad life, luxury and wellness.

Find our new show, Trends with Friends, on your favorite podcast platform. New episodes every Saturday.

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Apple

Youtube

Subscribe to my blog and follow me on Twitter.

#fintech #invest #investment #venturecapital #stockmarket #finance

Best of Panic: Jan van Eck of VanEck on Global Markets, Deglobalization, and Rising Interest Rates (EP.273) Sep 28, 2023

In this re-run of Best of Panic, I had been dying to get Jan on the podcast. After my brief podcast break, I decided to have a lot of my friends on – people I like talking to about markets. Jan will always be one of those people. He’s super smart and well educated. I’m in the lucky position where I don’t have to be in the market, but because I’m fascinated by markets, started Stocktwits, love talking about them, and want to continue banging out some alpha, I invited Jan on the podcast.

We had a great discussion about debt. We talk about money flows, and while Jan wasn’t the earliest, but early enough with directionally putting his firm on a path towards crypto, he had a lot of neat insights there as well. As was true then and is true now, people need to be thinking about the market in just a little different way than what worked in the past.

Guest - Jan van Eck, CEO at VanEck Securities Corporation

howardlindzon.com, vaneck.com

Twitter: @howardlindzon, @PanicwFriends, @JanvanEck3, @VanEck_US, @knutjensen

linkedin.com/in/janfvaneck

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:39)
Welcome Jan (04:02)
Growing a mature business (04:52)
History is a teacher (07:73)
Becoming a ‘Macro Structuralist’ (12:58)
Lessons from the 1970s (14:49)
The right way to view inflation (15:17)
Bonds outperform stocks (16:54)
Will the Fed pivot? (19:12)
The ETF business (24:49)
Crypto-related ETNs (27:21)
China growth & demographics (28:40)
Getting smarter on Brazil (29:04)
Web3 (30:18)
Thoughts on Wealthtech (34:08)
What if 60/40 is wrong? (35:10)
Jan argues Howard’s book (39:23)
People care about performance (39:42)
Why Jan invested with Howard (40:46)
Diseconomies of scale (41:45)
The future of ETFs (43:33)
Cherry-picking in public markets (46:11)
Jan’s favorite podcasts (47:44)
Wrapping up (50:16)
Closing thoughts (51:37)

Best of Panic: Jim O’Shaughnessy on Twitter, Navigating the Current Market, and our Artificially Intelligent Future (EP.272) Sep 21, 2023

In this Best of Panic re-run from November 22’, Jim O’Shaughnessy came back for a record fourth appearance.

The previous time he was on, we talked about the real panic; I’d come back from vacation fired out of a cannon – only wanting to talk to my close friends or pimp some of our companies. But this time around I had a lot to talk to Jim about. He was guest number one on the show and since then the Fed had hiked another 75 basis points, Meta imploded (and has since turned around), and we were in the first innings of a new owner at Twitter. It’s fun to jump in a time capsule and explore how we were thinking about things at the time.

Once again, Jim was the calm voice of reason that helped us navigate the turbulent times we found ourselves in.

The GOAT himself, Jim O’Shaughnessy is back for a record fourth appearance on Panic with Friends! And this time he’s slightly panicked by not being panicked. I convinced him to put on some slippers and start showing up for work.

Guest - Jim O’Shaughnessy, Founder and CEO at OSV - O’Shaughnessy Ventures LLC

howardlindzon.com, osv.llc, osam.com, infiniteloopspodcast.com

Twitter: @howardlindzon , @jposhaughnessy, @PanicwFriends, @knutjensen

linkedin.com/in/james-o-shaughnessy-b072bb

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:41)
Welcome Jim (05:29)
Strategy & Tactics (07:46)
Decision time (10:30)
Elon Musk (12:58)
Fixing Twitter (13:39)
Dealing with trolls (17:26)
The real reason Elon bought Twitter (23:06)
Excited about Artificial Intelligence (27:10)
AI ethics (30:02)
AI in medical research (31:45)
AI legal use case (33:15)
An Open AI is critical (36:05)
First $1B single creator LLC (36:34)
Old Models are collapsing (37:25)
A “Thiel-style” scholarship (39:09)
A revolution in Education (45:12)
A real meritocracy (45:56)
Human nature doesn’t change (48:19)
The next Robinhood could be Robinhood (49:46)
Wrapping up (53:05)
Closing thoughts (56:58)

Chris Temple of Optimist, An Award Winning Documentary & Impact Studio, Gives a Behind the Scenes of His Documentary ‘This is Not Financial Advice’ (EP.271) Sep 14, 2023

On this episode of Panic with Friends, I speak with my good friend Chris Temple. Chris is the co-founder and director of Optimist, an award winning documentary and impact studio. In today’s episode we dive deep into his latest film called ‘This is not Financial Advice’ which I took on the role of being an Executive Producer.

In ‘This is not Financial Advice’, Glauber “Pro” Contessoto - an immigrant working multiple jobs and living in a 220-square–foot apartment - gambles his life savings on a joke cryptocurrency. Two months later, he became “The Dogecoin Millionaire” and a hero to his growing YouTube following. It’s easy to get rich online. But as Pro will soon discover, it’s even easier to lose it all. Amateur investors like Pro must navigate a landscape that’s rife with scams, bad advice, and FOMO. This is not Financial Advice exposes the startling risks and rewards of today’s market through expert commentary and the anxiety-inducing stories of real people trying to make millions.

Media endorsement quotes:

“A Truly Wild Ride. Couldn’t Recommend More.” - Vox
“A Thought-Provoking Masterpiece. Brilliantly Executed” - The Washington Post
“A Gripping Financial Horror Film” - The Guardian
“A Must Watch That Ricochets Between Euphoria and Despair” - CNBC
"Everyone Needs to See this Movie to Better Understand Their Relationship to Money." - Morgan Housel

Guest - Chris Temple, Film Director at Optimist

howardlindzon.com, optimist.co, TINFAFiilm.com

Book Screening: tinfafilm.com/screenings

Exclusive TINFA Clip

Twitter: @howardlindzon, @TINFAFilm, @Christemple8, @OptimistFilms, @PanicwFriends, @knutjensen

Instagram: ChrisTemple, TINFAFilm

LinkedIn: christemple8

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

0:00 - Intro

5:37 - Best Movie Lines and Movie Naming

13:18 - Lessons From Independent Documentary Filmmaking

18:01 - GameStop, Dogecoin, Memes

23:14 - Influencer's Use of Cryptocurrency for Profit

30:23 - Upcoming Documentaries

39:22 - Path to Success in Film Industry

42:55 - Outro

Best of Panic: Panic With ME (Howard)... The Stocktwits Story (EP.270) This Episode was 1st published on February 9th, 2023 Sep 07, 2023

As I mentioned when I covered how I built Wallstrip, I’m doing more origin stories over the next year. I’m covering my own projects as well as those of the ten or fifteen people from the companies I’ve loved and the products I’ve used in Web 2. There were mostly good exits, but there were also a few that we learned from.

In today’s episode I’m back in the hot seat covering the lessons learned from building Stocktwits in a Web 2 world. Knut and Riley join me as we talk about what worked back then, and what it will take to succeed building a company moving forward.

This is a very different era. Back then money was the game in a zero interest rate world. Today I think it’s more about the craft, and less about money. Do you know who your customer is? What are your margins? How are you going to make money, and how are you going to get your users? If founders and investors aren’t asking those questions today, they could be looking at massive losses down the road. I hope this helps and maybe gives you a peak at what might be coming around the corner as AI seems to be eating the world right now. Enjoy!

Guest - Howard Lindzon, General partner at Social Leverage and Host of Panic With Friends Podcast

Co-hosts - Knut Jensen and Riley Rosebee

howardlindzon.com, stocktwits.com, socialleverage.com

Twitter: @howardlindzon, @be_rosebee @PanicwFriends, @knutjensen

Rosebee.beehiiv.com

linkedin.com/in/howardlindzon

linkedin.com/company/socialleverage

linkedin.com/in/knutejensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:22)
Historic look at Web 2 (01:58)
Starting Stocktwits (03:25)
Why I didn’t wait (05:34)
Creating Bloomberg on Twitter (06:54)
Building the team (07:28)
Coming up with the name (08:03)
Raising money (09:24)
The first version (12:04)
Creating the branding (12:16)
The cap table (15:57)
Building around twitter (25:08)
The cash tag (18:16)
Building on our own (26:02)
Early Web 2 lessons (29:56)
Thoughts on AI (32:20)
Valuing deals (33:56)
Stocktwits culture (34:28)
Predicting the future (37:57)
Wrapping up (39:01)
Closing thoughts (42:58)

Best of Panic: Howard Lindzon - The Wolf of Wallstrip (EP.269) This Episode was 1st published on January 12th, 2023 Aug 31, 2023

No, you haven’t entered the Twilight Zone. Yes, I’m the host of Panic with Friends, but in today’s special episode, I’m the guest. My producer Knut Jensen has turned the tables and put me in the hot seat. With so many questions about how and why I started Wallstrip, I felt it was time to lay it all out. And hopefully this answers a lot of those questions.

We cover the good, the bad, and the funny times building my first internet company – and how those lessons carried over when I started Stocktwits – lessons like finding the right mentor and having domain experience around an idea, and the three key ingredients: product, team and timing. It’s a different spin on Panic with Friends where we’re going back and telling these types of stories with our best founders, so you’ll be seeing more episodes like this in the future. And of course, the big question on Wallstrip, would I do it again? You’ll have to listen to find out!

Guest - Howard Lindzon, General partner at Social Leverage and Host of Panic With Friends Podcast

Co-host - Knut Jensen

howardlindzon.com, socialleverage.com, stocktwits.com

youtube.com/channel/UCGEU5Xa_5HKMb6gEFfGYdTw/videos

Twitter: @howardlindzon, @PanicwFriends, @knutjensen

linkedin.com/in/howardlindzon

linkedin.com/company/socialleverage

linkedin.com/in/knutejensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:27)
Coming up with Wallstrip (01:42)
Starting with GolfNow (07:55)
YouTube becomes a thing (10:27)
Cold pitching Fred Wilson (11:59)
Raising funds (15:08)
Finding the team (18:34)
The formula (22:36)
Gaining traction (25:13)
Would I do it again? (27:09)
My ‘growth hack’ (30:24)
The ‘moment’ it’s successful (31:10)
Now the pressure is on (32:36)
The right kind of attention (31:54)
Dealing with haters (33:56)
Sell or grow (38:14)
The Jim Cramer spoof (39:21)
My Costanza moment (41:04)
CBS acquires Wallstrip (41:30)
The right people domain experience (44:29)
Wrapping up (46:35)
Closing thoughts (46:56)

Best of Panic: Jeff Richards of GGV Capital on Finding Growth in the Current Market Malaise (EP.268) This Episode was 1st published on May 11th, 2023 Aug 24, 2023

When Knut and I started Panic with Friends at the beginning of the pandemic, it was just that – panicking with a few friends on what was happening in the market. I don’t think either of us knew how successful the podcast would become over three years later. My good friend Jeff RIchards of GGV Capital made several appearances on the show in the early days, but we last had him on in January of 2022. In that episode, Jeff helped me frame the selloff and gave me a big picture view on the fundamentals versus where valuations were at the time. After a year or so where we were all just licking our wounds, I thought it was high time to get Jeff back on the show to get a handle on repositioning ourselves for what the future might look like.

Guest - Jeff Richards, Managing partner at GGV Capital

howardlindzon.com, ggvc.com

Twitter: @howardlindzon, @jrichlive, @GGVCapital, @PanicwFriends, @knutjensen

linkedin.com/in/jeffrichards

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:41)
Welcome back Jeff (03:42)
Investing in growth (04:10)
The next bull market (05:41)
Impact of higher rates (06:23)
Funding landscape (7:01)
Potential of generative AI (07:54)
App distribution constraints (08:47)
Embracing AI (10:46)
Contrast now and tech in 99/00 (13:40)
AI and physical brands (14:36)
Advice of the younger generation (15:52)
Growth in golf and pickleball (18:21)
Reimaging sports with infused tech (19:53)
GGV’s focus (20:10)
Founder/Startup headwinds (20:59)
Measuring VC success (22:09)
Looking ahead (24:33)
Looking at fintech & proptech (25:21)
Impact of higher interest rates (26:30)
Travel is booming (27:07)
Opportunity in ‘Treasury Management (29:26)
Record growth in SMBs (31:05)
Seeing a renaissance of innovation (32:31)
Hoping for innovation in healthcare (50:31)
Wrapping up (52:10)
Outro (53:10)

Best of Panic: Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United States (EP.267) This Episode was 1st published on May 4th, 2023 Aug 17, 2023

Ben Hunt of Epsilon Theory is back on Panic for a record-breaking sixth time! He may be the smartest guy I know, which is why I keep having him on. He’s just an explainer – the way he explains things very easily – and I like complex things explained simply. Ben is a former Professor, a beekeeper, and a market lover. He’s the co-founder and CIO of Epsilon Theory, where he writes outstanding essays about narratives in the market – backed up by data. I wanted to catch up with him to weigh in on my themes for the next 10 years in an America that’s becoming what I call the Rich, Angry, Degenerate economy. There are a lot of narratives to talk about; Ben was unfortunately right on the one that was inflation. And we get into the latest narrative around the U.S. dollar. You’re really going to learn a lot. Enjoy!

Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory, @PanicwFriends, @knutjensen

linkedin.com/in/bhunt

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:42)
Welcome back Ben (07:05)
Gold as a metaphor for the economy (08:32)
GFC was different (09:49)
“Fiat” news (10:50)
Rational optimism (14:24)
The Peter Thiel Industrial Complex (18:19)
Rich Man, Angry Man, Degenerate Man Economy (23:07)
We’re treated as a cog in a powerful machine (27:09)
The inflation narrative (27:59)
The de-dollarization narrative (31:06)
Who’s Chamath? (35:36)
Internet trolls (37:37)
Generative AI (38:30)
Astroturf campaigns (40:25)
Why ‘they’ create chaos (41:27)
Ruthless pursuit of creativity (43:37)
European companies (45:59)
Time to get back to work (47:04)
Intersection of narratives and markets (48:38)
Wrapping up (52:08)
Outro (53:16)

Best of Panic: Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.266) This Episode was 1st published on April 20th, 2023 Aug 10, 2023

My good friend and fishing buddy Lewis Johnson of Capitol Wealth Advisors is back on Panic with Friends for a fourth round, slowly catching up to our leader, Ben Hunt. Way back when Lewis was first on the show rates were zero going to negative. When he was last here in November of 2022, we touched on the Madoff Moment that was FTX, and talked about how to position ourselves moving into 2023. Lewis understands cycles. As we head into the summer with gold breaking out into all-time highs, I wanted to catch up with Lewis to discuss this potential breakout and how to play this cyclical trade.

Guest - Lewis Johnson, CIO at Capital Wealth Advisors

howardlindzon.com, capitalwealthadvisors.com

blog.capitalwealthadvisors.com/trends-tail-risks

Twitter: @howardlindzon, @PanicwFriends, @TrendsTailRisks, @knutjensen

linkedin.com/in/lewismjohnson

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:39)
Welcome back Lewis (08:39)
Heading into Summer 2023 (09:54)
Overstaying leadership (12:55)
Tech theme bleeding out? (17:49)
Looking at past crises (18:49)
Quiet rise of gold (20:14)
Recent trends (22:39)
Exposure to precious metals (23:51)
Number one driver of long-term returns (26:39)
FED raise until it breaks (28:24)
Can banks profitably lend? (29:44)
Tech driven / consumer discretionary market (31:24)
Limit exposure to last cycle leaders (33:26)
A bull market in commodities? (34:49)
Wrapping up (35:21)
Outro (39:52)

Best of Panic: Talking Testosterone and Longevity with Hone Health Co-founder and CEO Saad Alam (EP.265) This Episode was 1st published on March 16th, 2023 Aug 03, 2023

There’s a massive unspoken epidemic going on globally in men’s health right now – low T-scores; and practically no one is talking about it. Lots of ‘youts’ are running around on an empty tank and don’t even know it. It’s an interesting and very important topic; and it's at the top of a lot of people’s minds, even if it’s a bit taboo to talk about. But it's something that matters to me, so I wanted to dive in deep and figure out what it all means. My guest today makes checking, monitoring, and boosting your t-score accessible and affordable. I’ve used the service myself (Ellen made me check mine), and as luck would have it, I'm also an indirect investor in Saad’s company. I’ve got a feeling this will be my most evergreen episode. Enjoy!

Guest - Saad Alam, Founder and CEO at Hone Health

howardlindzon.com, honehealth.com

Twitter: @howardlindzon, @saad_hone, @honehealth, @PanicwFriends, @knutjensen

Instagram: @msaadalam, @hone.health

LinkedIn: saad-alam

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:37)
Welcome Saad (06:14)
Misconceptions about testosterone (07:49)
Causes of low testosterone (09:51)
The stigma of low T (10:55)
Saad’s story (16:06)
Shelf-life of a medical degree (20:50)
Saad takes control of his health (22:44)
An unspoken global epidemic (24:38)
The Hone Health process (26:21)
The 2011/12 testosterone hype (29:06)
Howard’s t-score (37:45)
Free testosterone (39:36)
Leading longer lives (46:19)
There’s no silver bullet (48:30)
Wrapping it up (53:08)
Outro (53:24)

Best of Panic: Howard Lindzon - Errors of Omission and other Investing Lessons Learned Along the Way (EP.264) This Episode was 1st published on March 9th, 2023 Jul 27, 2023

In this episode, I’m back in the hot seat again while my producer Knut grills me on what I’m calling my ‘errors of omission’. It’s part of my plan this year to cover various points in my career. Previously I've discussed details on Wallstrip and Stocktwits. Both of those episodes answered a lot of the questions I've been asked over the years.

But one of the questions I’m asked most often as an investor and entrepreneur is, “Howard, what’s your biggest mistake, your biggest miss?” I’ve been in this game for a while now – so it’s a splendid idea to finally share them in a format where everyone can learn from my mistakes.

I lay out my biggest errors, or what I would call errors of omission versus errors of commission, in the spirit of Bessemer Ventures “anti-portfolio” – that is some of the biggest ones they missed, like AirBnb, Coinbase, and eBay to name a few. I cover three of my biggest whiffs. It's part of the joy of investing, the irreverence, having the cojones to create a whole anti-portfolio and share it. You may have even heard of one or two of mine.

Guest - Howard Lindzon, General partner at Social Leverage and Host of Panic With Friends Podcast

Host - Knut Jensen

howardlindzon.com, socialleverage.com

Twitter: @howardlindzon, @PanicwFriends, @knutjensen

LinkedIn: howardlindzon, socialleverage, knutejensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:33)
Knut’s biggest mistake (01:39)
The anti-portfolio (02:10)
Getting asked to dance (03:57)
Setting the stage (05:01)
First miss (06:26)
Network Effects (10:20)
Lesson on valuation (12:51)
The next big miss (14:21)
Making the same mistake (16;00)
Another big miss (17:51)
The lesson learned (24:58)
Wrapping it up (26:38)
Outro (28:18)

Best of Panic: Downtown Josh Brown on the Past, Present, and Future of Finance Media (EP.263) This Episode was 1st published on March 2nd, 2023 Jul 20, 2023

I couldn’t be more excited to have my good friend Downtown Josh Brown on the show! Josh and I go way back to the early, early days of Stocktwits. He’s built what’s probably the biggest financial media brand outside of CNBCq and has managed to thrive amidst the people who like to hate on people who are doing well on social media; so I’ve got lots and lots of questions about the finance industry and media. We dig a bit into AI, crypto, web2 survivors, and where we’re at with web3. You’re going to really enjoy our conversation.

Guest - Josh Brown, Co-founder & CEO at Ritholtz Wealth Management, Host of The Compound & Friends Podcast

howardlindzon.com, ritholtzwealth.com, thereformedbroker.com/podcast TikToK: @downtownjbrown

Instagram: @downtownjoshbrown

Twitter: @howardlindzon, @reformedbroker, @ritholtzwealth, @PanicwFriends, @knutjensen

LinkedIn: joshua-brown

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:37)
Welcome Josh (03:30)
Comparing T scores (03:48)
Early days nostalgia (08:33)
Building the tribe (09:47)
Social Media wild west (13:16)
Picking the right social platform (18:19)
LinkedIn - the next generation (21:17)
Building Finance/Media culture (28:30)
Josh makes a comeback (29:34)
Birth of Ritholtz Wealth Management (31:40)
Opportunity in Wealth Management (34:02)
web2 survivors (36:32)
Evolution of web 3 (36:51)
DeFi not working as intended (38:00)
Josh’s thoughts on Oculus (39:13)
Diving deeper into web 3 (39:26)
ChatGPT changing everything (41:01)
The promise of crypto (42:33)
AI tools cut advisor workloads (44:27)
Days of arbing algo’s are over (45:63
Wrapping it up (47:11)
Outro (50:17)

Rob Koyfman, Co-Founder and CEO of Koyfin, a Financial Data and Analytics Platform, Talks Trends, AI, and Monopolies in Finance (EP.262) Jul 13, 2023

On this week's episode of Panic with Friends, I speak with Rob Koyfman, the co-founder and CEO of Koyfin, a platform that offers a range of resources for investors, enabling them to conduct stock research and stay updated on market trends. He started his career at Goldman Sachs Investment Research in 2002, where he embarked on a proprietary trading role in London afterward. Subsequently, Rob held titles such as head of Macro and Thematic Trading Strategy at Citigroup and served as a Strategist at Caxton Associates, Lyxor Asset Management, and Tekne Capital. In 2016, Rob initiated the creation of Koyfin due to his dissatisfaction with the limited availability of analytical tools for investors lacking access to Bloomberg.

Guest - Rob Koyfman, Co-founder and CEO at Koyfin

howardlindzon.com, koyfin.com

20% Discount for New Koyfin Users

(Discount for new users only - will be applied at checkout)

Twitter: @howardlindzon, @KoyfinCharts, @koyfman, @PanicwFriends, @knutjensen

linkedin.com/in/rob-koyfman-8b693317

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (0:00)

Moving to Miami (5:30)

What’s happening at Koyfin (7:54)

Who’s using Koyfin (11:55)

Monopolies in finance (15:34)

Trends (20:00)

AI and Koyfin (26:48)

Core users (38:41)

Outro (40:00)

Joe Gagnon, CEO of 1upHealth, on All Things Longevity and Health (EP.261) Jul 06, 2023

On this week's episode of Panic with Friends, I speak with Joe Gagnon. Joe is a seasoned adventurer, creator, and explorer, combining his entrepreneurial spirit with executive expertise as a COO/CEO for over two decades. Joe is currently the CEO of 1upHealth, a cloud-based data interoperability platform that is revolutionizing healthcare outcomes. He is also an active blogger and co-host of the Chasing Tomorrow podcast. Previously, he held the CEO position at Sparkcentral, specializing in digital messaging solutions for customer care, and co-founded Performance Tea, a plant-based beverage company aimed at unlocking human potential. Joe's impressive career includes being the President of Penn Foster, a prominent online school, and the President of e-Dialog, an influential SaaS multi-channel digital marketing organization under eBay's ownership. As the CEO of Exit41, an innovative restaurant solutions company, and the Global Leader of IBM's Retail Industry business, he demonstrated his industry acumen. Joe started his career at Mainspring, a strategy consulting firm, where he was COO until the company was acquired by IBM. He also spent a decade at Ernst & Young as a consultant implementing emerging technologies. In his free time, Joe is an accomplished endurance athlete having completed six Ironman triathlons and over 85 marathons.

Guest - Joe Gagnon, CEO at 1upHealth, Inc

howardlindzon.com, 1up.health

Twitter: @howardlindzon, @1up_health, @jgagnon2023, @PanicwFriends, @knutjensen

Joe’s blog: The High Performance Life, Joe’s Chasing Tomorrow Podcast, Joe on Linkedin, Joe on instagram, Joe’s Book

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (0:00)

What is 1upHealth (5:50)

The Healthcare Industry (14:40)

Business Travel (19:55)

1upHealth’s Latest Fundraise (21:30)

Acquisitions in Healthcare (27:00)

Longevity (37:00)

Outro (46:40)

Doug Hecht, Co-founder and CEO of Walla - a Modern Studio Management Platform (EP.260) Jun 29, 2023

On this week's episode of Panic with Friends I speak with Doug Hecht, the CEO and Co-founder of Walla, a modern studio management platform created to transform and simplify studio operations. Doug's entrepreneurial journey began as the CEO of Lymber, a wellness app start-up that was later acquired by MINDBODY. Following the acquisition, he took on the role of SVP of Consumer Products at MINDBODY, where he played a crucial role in developing the app and spearheading other digital initiatives. Doug is committed to nurturing the start-up community in San Diego. He serves as a capital partner for Seed San Diego, dedicating his time and resources to building a better environment for start-ups. With a stake in over 30 start-ups, Doug actively participates as an angel investor in his spare time.

Guest - Doug Hecht, Co-founder and CEO of Walla

howardlindzon.com, hellowalla.com

Twitter: @howardlindzon, @PanicwFriends, @knutjensen

linkedin.com/in/doughechtsd

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (0:00)

Howard and Doug catch up (8:34)

San Diego (9:52)

Hello Walla (14:00)

Working at Mindbody (15:10)

Post Web2 (15:56)

Who is Walla’s customer? (18:14)

Raising during COVID (21:22)

Walla’s metrics (24:34)

Howard’s HIIT Story (26:59)

Marketing (30:24)

Product vs. Sales (33:20)

Remote work (39:09)

Golf (45:25)

Outro (47:25)

Jenny Fielding co-founder and Managing Partner of Everywhere Ventures (formerly The Fund), and a former Managing Director at Techstars (EP. 259) Jun 22, 2023

On today’s episode of Panic with Friends, I speak to my good friend Jenny Fielding. After attending law school, Jenny found herself falling in love with technology first as a founder of two mobile companies and now as an early stage investor. She then spent nearly 8 years as the Managing Director at Techstars. After her time there, she set out to start her own global venture fund, Everywhere Ventures (formerly The Fund) where she is the Managing Partner. Throughout her career, she has invested in 300+ tech-enabled companies and has worked with hundreds of founders. Hopefully you enjoy this conversation as much as I did!

Guest - Jenny Fielding, Co-Founder & Managing Partner at Everywhere.vc

howardlindzon.com, everywhere.vc, podcasts.apple.com/us/podcast/venture-everywhere

Twitter: @howardlindzon, @jefielding, @EverywhereVC, @PanicwFriends, @knutjensen

linkedin.com/in/jennyfielding

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (0:00)

Howard commits a crime (10:13)

Everywhere Ventures (10:33)

Techstars (15:50)

Jenny’s favorite city (19:00)

State of the markets (23:33)

Everywhere Ventures portfolio (39:58)

Emerging manager experience (45:18)

Outro (50:45)

Brooker Belcourt, Covey.io Founder, discusses building Covey Legends and his time at Goldman, Coatue, and Citadel (EP.258) Jun 15, 2023

On this week of Panic with Friends, I speak with Brooker Belcourt, founder of Covey. Brooker is a driven founder with extensive experience in the investment industry and a deep understanding of the needs he is looking to address. Prior to founding Covey, he previously worked at Citadel, Coatue Management, as well as Goldman Sachs, where he acquired valuable knowledge of the alpha capture and asset management industries. With limited resources and a lean team, Brooker has made significant strides in product development, which has led to early traction with both investment firms and individual investors alike. The Covey Legends co-trading app is now available for download on all platforms. Click the link below to check it out.

Guest - Brooker Belcourt, Founder at Covey.io

howardlindzon.com, covey.io, coveylegends.io, covey.io/p/bb, linktr.ee/covey.io

Twitter: @howardlindzon, @BrookerBelcourt, @coveyinvest, @PanicwFriends, @knutjensen

linkedin.com/in/brookerbelcourt

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro: (0:00)

Brookers up-bringing/background (4:54)

Working at Goldman (6:24)

Pre FinTech (7:10)

Covey (9:04)

The top 1% of analysts (13:51)

Covey Training Club / Covey Legends (17:08)

Covey tech stack (18:24)

Who are the legends (22:49)

The switch from passive to active (30:12)

Crypto (30:10)

Covey Launch (29:46)

Building a community (39:08)

What’s to come / the product (41:02)

Outro (47:14)

Roy Rubin, Magento co-founder/former CEO, Founding Partner at R-Squared Ventures, Entrepreneur, Investor, and Advisor (EP.257) Jun 08, 2023

On this week's episode of Panic with Friends I speak with Roy Rubin. Roy is the co-founder and former CEO of Magento, a digital commerce solution for merchants and brands. eBay acquired a 49 percent stake in Magento in February, 2011; followed by the acquisition of the entire company in June, 2011. Roy stayed on as the CEO of Magento until 2013. Later in February of 2021, Roy started R-Squared Ventures with his partner Roy Erez (who I previously had on the podcast) after having made countless angel investments.

Guest - Roy Rubin, Co-Founder at R-Squared Ventures, former co-founder & CEO at Magento

howardlindzon.com, r2vc.com, flexspace.ai

Twitter: @howardlindzon, @royrubin05, @PanicwFriends, @knutjensen

linkedin.com/in/royrubin

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:00)

Magento (05:00)

Naming a company (08:30)

Roy’s origins/Magento (09:30)

eBay acquisition (19:28)

Adobe/Magento (27:15)

Being a contrarian (30:36)

Staying connected (32:45)

R-Squared investments (39:00)

Outro (42:55)

Jud Valeski, co-founder of Gnip, on All Things Early Internet (EP.256) Jun 01, 2023

On this episode of the Panic with Friends, I talk to Jud Valeski, co-founder and former CEO of Gnip. Jud started his career at Netscape right out of college, where he worked for three years. He then went on to AOL, where he worked for nearly seven years. Later, in 2006, in the early days of MySpace, Jud had the revelation that social media was going to be the next big thing. He believed that somewhere amidst the noise, there would be commercial value. Enter Gnip. Two years later, in 2008, Jud founded Gnip, which was later acquired by Twitter in 2014. Post acquisition Jud went to Honey where he spent five years as a General Manager. It’s not everyday you get to talk to someone who has had back to back career home runs like Jud, so sit back and enjoy!

Guest - Guest: Jud Valeski, Investor, Co-Founder and former CEO of Gnip

howardlindzon.com, one.valeski.org

Twitter: @howardlindzon, @PanicwFriends, @knutjensen

linkedin.com/in/jvaleski

#fintech #invest #investment #venturecapital #stockmarket #finance

Time Stamps:

Intro (00:00)

What is panic (04:29)

The latent era of tech (06:14)

Advice for kids today (14:39)

Web2 (16:24)

Twitter (21:59)

The ad driven world (23:51)

Gnip (25:00)

Honey and browser extensions (26:44)

Howie and Jud catchup (34:09)

Outro (43:24)

Sharona Cohen of DSTNC on Endurance Culture, Brand Curation, and The Future of Cycling (EP.255) May 25, 2023

I’m always excited to interview a portfolio company founder on Panic with Friends, so I’m doubly excited to have Sharona Cohen, co-founder (her husband Nave is the other co-founder who I previously had on the pod) of DSTNC (Social Leverage Fund IV) on today’s show. The company is at the forefront of fashion and technology, or as I like to call it, ‘fashology’ – for the modern cyclist. DSNTC (pronounced 'distance' - vowels removed) is a first of its kind global marketplace and content destination, curating the largest selection of high-end brands and performance products from around the world.

Nave and Sharona have done a phenomenal job over the last eight months or so, and with the site launched and a seed round raised, this is the right time to check in and hear about the company. With DSTNC I finally get to dig into 'fashology', something I’ve been talking about since the Oakley days. I’ve been able to invest and help build a Lifestyle brand from the ground up. Sharona has an eye for fashion, culture, brands and what people will buy. The curation is excellent.

The KEY business hack here is the logistics of shipping returns. DSTNC can locally take returns for all these foreign brands and customers do not have to ship items that do not fit (a large problem with cycling gear sizes) back overseas at a high cost. I hope you enjoy our conversation as much as I did.

Guest - Sharona Cohen, Co-Founder & CEO at DSTNC.com

howardlindzon.com, dstnc.com

Twitter: @howardlindzon, @shop_dstnc, @sharonanco, @naveavimor, @PanicwFriends, @knutjensen

Instagram: @shop.dstnc, @sharonanco

linkedin.com/in/sharona-cohen-41588027

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

00:36 - Introduction

09:58 - Learning Hebrew and Yiddish in Canada

13:00 - Investing in husband and wife teams

16:04 - Trends in cycling

17:17 - Endurance culture

20:00 - Brand curation

24:08 - Challenges in the industry

26:30 - Inspiration behind starting DSTNC

28:06 - The future of cycling

30:00 - New entrants in cycling

35:00 - What to expect from DSTNC

39:00 - Competitors in endurance wear

40:20 - Dream collab

40:55 - Tricks to curation

42:16 - Outro

Joe McCann of Asymmetric on Crypto and Unravelling the Current Banking Crisis (EP.254) May 18, 2023

I’m excited to finally have my friend Joe McCann on the show. He’s the founder of Asymmetric, a modern-day crypto fund. Joe’s probably one of the smartest people I follow on Twitter and I usually get caught up reading his monthly letters. I wanted to have Joe on the show and get his thoughts on navigating the crypto space. Nowadays most people have disdain for crypto, but the data will not go away. There’s still a lot of people with significant digital assets, including myself. And at Social Leverage, we’ve invested in Lumida (Fund IV) – a digital asset first wealth manager. Remember, none of our conversation is investing advice, but crypto is a space you shouldn’t ignore while the hype is centered on generative AI.

Guest - Joe McCann, Founder, CEO, CIO at Asymmetric

howardlindzon.com, asymmetric.financial

Stocktwits: @joemccann

Twitter: @howardlindzon, @joemccann, @goasymmetric, @PanicwFriends, @knutjensen

linkedin.com/in/amazing-opportunity

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:36)
Welcome Joe (06:11)
Moving to Portland (06:29)
Diving into Asymmetric (10:20)
Credit Risk reminiscent of GFC (11:25)
Bullish longer term (13:48)
Getting in to the crypto space (13:59)
Digitization of money (15:30)
Open source finance (19:15)
Meaningful disruption in finance (19:45)
Finances’ ‘Napster’ moment (22:22)
Crypto’s Market Cap (24:17)
Basic case for Bitcoin (28:18)
Behavioral Finance side of crypto (31:38)
Panic on real rates (33:12)
Are Bank Reserves strong? (34:51)
Regional Bank stress (35:15)
Costs of borrowing (38:23)
Addressing counterparty risk (41:38)
When will the Fed ease? (44:43)
Two things Joe’s excited about (47:26)
Wallet wars (49:05)
Incorporating ChatGPT trading (50:55)
Stablecoins (54:08)
Wrapping up (57:27)
Closing thoughts. (57:58)

Jeff Richards of GGV Capital on Finding Growth in the Current Market Malaise (EP.253) May 11, 2023

When Knut and I started Panic with Friends at the beginning of the pandemic, it was just that – panicking with a few friends on what was happening in the market. I don’t think either of us knew how successful the podcast would become over three years later. My good friend Jeff RIchards of GGV Capital made several appearances on the show in the early days, but we last had him on in January of 2022. In that episode, Jeff helped me frame the selloff and gave me a big picture view on the fundamentals versus where valuations were at the time. After a year or so where we were all just licking our wounds, I thought it was high time to get Jeff back on the show to get a handle on repositioning ourselves for what the future might look like.

Guest - Jeff Richards, Managing partner at GGV Capital

howardlindzon.com, ggvc.com

Twitter: @howardlindzon, @jrichlive, @GGVCapital, @PanicwFriends, @knutjensen

linkedin.com/in/jeffrichards

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:41)
Welcome back Jeff (03:42)
Investing in growth (04:10)
The next bull market (05:41)
Impact of higher rates (06:23)
Funding landscape (7:01)
Potential of generative AI (07:54)
App distribution constraints (08:47)
Embracing AI (10:46)
Contrast now and tech in 99/00 (13:40)
AI and physical brands (14:36)
Advice of the younger generation (15:52)
Growth in golf and pickleball (18:21)
Reimaging sports with infused tech (19:53)
GGV’s focus (20:10)
Founder/Startup headwinds (20:59)
Measuring VC success (22:09)
Looking ahead (24:33)
Looking at fintech & proptech (25:21)
Impact of higher interest rates (26:30)
Travel is booming (27:07)
Opportunity in ‘Treasury Management (29:26)
Record growth in SMBs (31:05)
Seeing a renaissance of innovation (32:31)
Hoping for innovation in healthcare (50:31)
Wrapping up (52:10)
Closing thoughts (53:10)

Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United States (EP.252) May 04, 2023

Ben Hunt of Epsilon Theory is back on Panic for a record-breaking sixth time! He may be the smartest guy I know, which is why I keep having him on. He’s just an explainer – the way he explains things very easily – and I like complex things explained simply. Ben is a former Professor, a beekeeper, and a market lover. He’s the co-founder and CIO of Epsilon Theory, where he writes outstanding essays about narratives in the market – backed up by data. I wanted to catch up with him to weigh in on my themes for the next 10 years in an America that’s becoming what I call the Rich, Angry, Degenerate economy. There are a lot of narratives to talk about; Ben was unfortunately right on the one that was inflation. And we get into the latest narrative around the U.S. dollar. You’re really going to learn a lot. Enjoy!

Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory, @PanicwFriends, @knutjensen

linkedin.com/in/bhunt

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:42)
Welcome back Ben (07:05)
Gold as a metaphor for the economy (08:32)
GFC was different (09:49)
“Fiat” news (10:50)
Rational optimism (14:24)
The Peter Thiel Industrial Complex (18:19)
Rich Man, Angry Man, Degenerate Man Economy (23:07)
We’re treated as a cog in a powerful machine (27:09)
The inflation narrative (27:59)
The de-dollarization narrative (31:06)
Who’s Chamath? (35:36)
Internet trolls (37:37)
Generative AI (38:30)
Astroturf campaigns (40:25)
Why ‘they’ create chaos (41:27)
Ruthless pursuit of creativity (43:37)
European companies (45:59)
Time to get back to work (47:04)
Intersection of narratives and markets (48:38)
Wrapping up (52:08)
Closing thoughts (53:16)

Oana Manolache of Sequel.io on Empowering Brands with Unique Live Experiences that Connect Customers (EP.251) Apr 27, 2023

I’m excited to have another one of our portfolio company founders on this episode of Panic. Oana is the founder and CEO of Sequel.io, which allows organizations of all sizes to host live events and webinars right on their own website. It’s a no-code solution that lets marketers turn live video into leads by embedding events on their own websites. Coming from a marketing background at HP, Oana launched Sequel.io shortly before the pandemic to solve her own marketing pain points. And she’s building quite a juggernaut in the live-video space.

Part of the fun in being a seed investor is using many of the products in the portfolio early. We’ve used Sequel.io’s solutions at our first post-pandemic Palooza in 2022, and again at Palooza in 2023. As many long-term subscribers know, I’m also using the platform from our portfolio company beehiiv for my daily blog posts. You might say I’m ‘eating our own cooking’ – it’s all part of investing for profit and joy. You’ll learn a lot from this episode. Enjoy!

Guest - Oana Manolache, Founder and CEO at Sequel.io

howardlindzon.com, sequel.io

Twitter: @howardlindzon, @Omanolache, @sequel_io, @PanicwFriends, @knutjensen

linkedin.com/in/oana-m-manolache/

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:32)
Welcome Oana (08:44)
Origin of Sequel (09:24)
Importance of staying on platform (12:06)
Building through the pandemic (13:57)
Putting yourself in the customer's shoes (17:58)
Perfect size company for Sequel (19:35)
Game Changer series (20:56)
Building AI with the customer in mind (22:55)
Building a culture with a remote sales team (24:31)
Dealing with large competitors (26:19)
Challenges to remote work (28:09)
The Bay Area and startup scene worldwide (29:58)
Balancing digital and physical (32:37)
Working with Social Leverage (33:26)
Leading with Content (35:01)
Wrapping up (36:27)
Closing thoughts (36:58)

Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.250) Apr 20, 2023

My good friend and fishing buddy Lewis Johnson of Capitol Wealth Advisors is back on Panic with Friends for a fourth round, slowly catching up to our leader, Ben Hunt. Way back when Lewis was first on the show rates were zero going to negative. When he was last here in November of 2022, we touched on the Madoff Moment that was FTX, and talked about how to position ourselves moving into 2023. Lewis understands cycles. As we head into the summer with gold breaking out into all-time highs, I wanted to catch up with Lewis to discuss this potential breakout and how to play this cyclical trade.

Guest - Lewis Johnson, CIO at Capital Wealth Advisors

howardlindzon.com, capitalwealthadvisors.com

blog.capitalwealthadvisors.com/trends-tail-risks

Twitter: @howardlindzon, @PanicwFriends, @TrendsTailRisks, @knutjensen

linkedin.com/in/lewismjohnson

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:39)
Welcome back Lewis (08:39)
Heading into Summer 2023 (09:54)
Overstaying leadership (12:55)
Tech theme bleeding out? (17:49)
Looking at past crises (18:49)
Quiet rise of gold (20:14)
Recent trends (22:39)
Exposure to precious metals (23:51)
Number one driver of long-term returns (26:39)
FED raise until it breaks (28:24)
Can banks profitably lend? (29:44)
Tech driven / consumer discretionary market (31:24)
Limit exposure to last cycle leaders (33:26)
A bull market in commodities? (34:49)
Wrapping up (35:21)
Closing thoughts (39:52)

Paul Tran - Founder, CEO, and Visionary Behind Manscaped (EP.249) Apr 13, 2023

I’m happy to have my good friend Paul Tran of Manscaped back on Panic with Friends. He’s an incredible founder, entrepreneur, product person, and marketer. He continues to build a global omnichannel brand at an epic pace. We’re really proud seed investors in our Social Leverage Fund III.

I’m constantly writing about the urgency and importance of marketing, and Paul and his team are world-class. It's not so easy to just go online and do marketing nowadays. You have to have a lot of skills across multiple sectors. The Manscaped team continues to be creative and test new media formats over and over again with great success. Every entrepreneur can learn something by listening to Paul. His insights on building an enduring brand and how he thinks about growth are timeless. Enjoy the episode. You’ll learn a lot.

BTW, visit Manscaped and use the promo code ‘Howie’ for 20 percent off your first order.

Guest - Paul Tran, Founder and CEO of Manscaped

howardlindzon.com, manscaped.com

Twitter: @howardlindzon, @paultran, @manscaped, @PanicwFriends, @knutjensen

youtube.com/channel/manscaped

linkedin.com/in/paultran

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:32)
Welcome Paul (05:12)
3 metrics Paul uses (05:33)
Manscaped origin story (06:12)
A culture of innovation (08:22)
The ‘secret sauce’ (10:10)
Pitching Manscaped (10:58)
Phenomenal growth (13:01)
Focus on target market (14:50)
A global brand (16:20)
Marketing (18:34)
Expanding demographic (19:26)
Brand loyalty (21:24)
Marketing with celebrities (24:30)
Manscaped’s mission (25:14)
Importance of omnichannel (26:18)
Customers pay for quality (28:50)
Ideas and failure (31:10)
Success is never a straight line (32:16)
Manscaped today (34:12)
Paul’s edge (37:00)
Thoughts on luxury fashion (38:28)
What makes a brand stay relevant (38:59)
Measuring sentiment (42:44)
Closing thoughts. (43:42)

Frederik, CEO & Co-founder of Secfi - the Startup Employee’s Pre-Wealth Advisor (EP.248) Apr 06, 2023

I’m really, really excited to have Frederik Mijnhardt, the CEO and Co-founder of Secfi on Panic today. Frederik and Secfi (Social Leverage Fund III) are an incredible educational resource and service for founders and startup employees. I’ve talked about, tweeted about, and written about how important it is for those early startup employees to deal with liquidity and things like exercising their options in a tax-efficient way. Startup equity is complex. COVID had many startup employees learning the hard way – and more recently with the Series I at Stripe, noted for both its size, and its tender offer coming in at 50 percent lower than the previous round. As we continue to see more of these “down rounds” and lackluster IPO windows, Frederik and his team are helping employees make the most of their equity and make more informed decisions. I’ll say it again – this is an important topic so please forward this to anyone you know that founded or works at a startup – whether it’s a company that has just raised a seed round or a company on its way to an IPO.

Guest - Frederik Mijnhardt, CEO and Co-Founder at SecFi

howardlindzon.com, secfi.com

Twitter: @howardlindzon, @AFMijnhardt, @AskSecfi, @PanicwFriends, @knutjensen

linkedin.com/in/mijnhardt

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:37)
Welcome Frederik (08:07)
About Secfi (08:36)
The Stripe case (09:18)
How startup employees should think (13:39)
Thoughts for founders (17:00)
Investing in an up market (19:18)
Exercising your options (19:50)
Tax traps (21:38)
Educating employees (22:42)
Transparency (First time founders v. serial entrepreneurs) (24:08)
Problems in the industry (24:46)
Software company multiples (26:43)
Watching your money (28:43)
The next bull market (33:34)
Wealthy on paper (35:16)
Employee equity by country (37:28)
Great companies are built in a downturn (43:40)
Wrapping up (45:14)
Closing thoughts. (46:30)

Barry Ritholtz - Chairman and CIO of Ritholtz Wealth Management on The Fed, the Market, and some Strong Opinions, Loosely Held (EP.247) Mar 30, 2023

I’m excited to have my good friend Barry Ritholtz back on the show. Barry is the Chairman and CIO of Rithotz Wealth Management, an author, a newspaper columnist, and the host of the Bloomberg Podcast Masters in Business. He also runs a blog called The Big Picture, along with Josh Brown and Michael Batnick. I had Josh Brown on a few weeks ago, so I really wanted to bring Barry on to further the discussion. And who better to discuss the recent banking crisis than the guy who wrote the book on the Great Financial Crisis? (Bailout Nation). We cover how the market drives the narrative, and Barry shares his insight on a COVID-induced ‘reset’, the Fed, inflation, and how it all might play out moving forward. Enjoy!

Guest - Barry Ritholtz, Chairman and CIO at Ritholtz Wealth Management

Where to Find Barry:

RWM Big Picture Masters in Business iTunes Twitter

howardlindzon.com, ritholtz.com, ritholtzwealth.com, bloomberg.com/podcasts/series/master-in-business

Twitter: @howardlindzon, @ritholtz, @RitholtzWealth, @PanicwFriends, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:38)
Welcome Barry (07:07)
Strong opinions (09:15)
Market actions drive narratives (12:28)
Narrative fallacy & hindsight bias (14:02)
Asset allocation (16:00)
COVID reset (19:35)
GFC v. banking crisis (23:56)
What caused the bank run (26:28)
VC’s becoming price takers (28:05)
Interest rates & Inflation (30:53)
The Moody’s tax (33:56)
What else Barry’s excited about (35:38)
Barry’s favorite podcast guests (37:15)
VC’s shotgun approach (43:32)
Private v. Public markets (47:06)
Consistency leads to long-term performance (47:49)
Wealth mobility in the US (48:55)
Barry’s other favorite podcast guest (50:25)
Shows Barry’s watching (53:30)
Closing thoughts. (57:08)

Axos Bank CEO Greg Garrabrants Explains the Recent Banking Crisis (EP.246) Mar 23, 2023

The past week and a half was pretty tough – everyone on Twitter went from Ukraine war expert to Bank run expert after the Silicon Valley Bank debacle. There were even rumors of bank CEOs flying in to visit old man Warren Buffet in Omaha over the weekend before last. I’m no expert, and I honestly have know idea how all this plays out in the very short term, so I had my friend and longtime Regional Bank CEO Greg Garrabrants of Axos Bank ($18.4 billion in assets) come on ‘Panic’ to talk about it all. Who better to talk about it than a CEO who survived without taking TARP money way back in the ole ‘great financial crisis’?

We all just learned a big lesson. You saw what fear looked like, and the potential for panic to spread because of politics. Hopefully this episode helps calm some people. We’re not recommending anything, only that you understand your banking products. It is your money – you have to understand how sweep works, how FDIC insurance works, and you need to understand the balance sheet of your bank.

Guest - Gregory Garrabrants, President & CEO at Axos Bank & Axos Financial

howardlindzon.com, axosbank.com

Twitter: @howardlindzon, @AxosBank, @PanicwFriends, @knutjensen

linkedin.com/in/gregorygarrabrants

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

• Introduction. (00:42)

• Welcome Greg (03:27)

• What the FED should monitor (05:01)

• Insured/Uninsured deposits (06:16)

• Extraordinary growth of SVB (08:05)

• SVBs fatal decision (08:30

• Focus on the wrong risk (13:07)

• SVBs ecosystem (16:04)

• Several early warnings (23:59)

• Flashback to 2007 (27:20)

• Opportunity in Fintech (30:22)

• Thoughts on crypto (32:06)

• Countercyclical business (35:31)

• Where is the industry going? (39:52)

• Opportunity in Wealthtech (44:15)

• Best time to buy a house? (49:43)

• Closing thoughts. (50:44)

Talking Testosterone and Longevity with Hone Health Co-founder and CEO Saad Alam (EP.245) Mar 16, 2023

There’s a massive unspoken epidemic going on globally in men’s health right now – low T-scores; and practically no one is talking about it. Lots of ‘youts’ are running around on an empty tank and don’t even know it. It’s an interesting and very important topic; and it's at the top of a lot of people’s minds, even if it’s a bit taboo to talk about. But it's something that matters to me, so I wanted to dive in deep and figure out what it all means. My guest today makes checking, monitoring, and boosting your t-score accessible and affordable. I’ve used the service myself (Ellen made me check mine), and as luck would have it, I'm also an indirect investor in Saad’s company. I’ve got a feeling this will be my most evergreen episode. Enjoy!

Guest - Saad Alam, Founder and CEO at Hone Health

howardlindzon.com, honehealth.com

Twitter: @howardlindzon, @saad_hone, @honehealth, @PanicwFriends, @knutjensen

Instagram: @msaadalam, @hone.health

linkedin.com/in/saad-alam-a146b311

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:37)
Welcome Saad (06:14)
Misconceptions about testosterone (07:49)
Causes of low testosterone (09:51)
The stigma of low T (10:55)
Saad’s story (16:06)
Shelf-life of a medical degree (20:50)
Saad takes control of his health (22:44)
An unspoken global epidemic (24:38)
The Hone Health process (26:21)
The 2011/12 testosterone hype (29:06)
Howard’s t-score (37:45)
Free testosterone (39:36)
Leading longer lives (46:19)
There’s no silver bullet (48:30)
Wrapping it up. (53:08)
Closing thoughts. (53:24)

Howard Lindzon - Errors of Omission and other Investing Lessons Learned Along the Way (EP.244) Mar 09, 2023

In this episode, I’m back in the hot seat again while my producer Knut grills me on what I’m calling my ‘errors of omission’. It’s part of my plan this year to cover various points in my career. Previously I've discussed details on Wallstrip and Stocktwits. Both of those episodes answered a lot of the questions I've been asked over the years.

But one of the questions I’m asked most often as an investor and entrepreneur is, “Howard, what’s your biggest mistake, your biggest miss?” I’ve been in this game for a while now – so it’s a splendid idea to finally share them in a format where everyone can learn from my mistakes.

I lay out my biggest errors, or what I would call errors of omission versus errors of commission, in the spirit of Bessemer Ventures “anti-portfolio” – that is some of the biggest ones they missed, like AirBnb, Coinbase, and eBay to name a few. I cover three of my biggest whiffs. It's part of the joy of investing, the irreverence, having the cojones to create a whole anti-portfolio and share it. You may have even heard of one or two of mine.

Guest - Howard Lindzon, General partner at Social Leverage and Host of Panic With Friends Podcast

Co-host - Knut Jensen

howardlindzon.com, stocktwits.com, socialleverage.com

Twitter: @howardlindzon, @PanicwFriends, @knutjensen

linkedin.com/in/howardlindzon

linkedin.com/company/socialleverage

linkedin.com/in/knutejensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:33)
Knut’s biggest mistake (01:39)
The anti-portfolio (02:10)
Getting asked to dance (03:57)
Setting the stage (05:01)
First miss (06:26)
Network Effects (10:20)
Lesson on valuation (12:51)
The next big miss (14:21)
Making the same mistake (16:00)
Another big miss (17:51)
The lesson learned (24:58)
Wrapping it up. (26:38)
Closing thoughts. (28:18)

Downtown Josh Brown on the Past, Present, and Future of Finance Media (EP.243) Mar 02, 2023

I couldn’t be more excited to have my good friend Downtown Josh Brown on the show! Josh and I go way back to the early, early days of Stocktwits. He’s built what’s probably the biggest financial media brand outside of CNBCq and has managed to thrive amidst the people who like to hate on people who are doing well on social media; so I’ve got lots and lots of questions about the finance industry and media. We dig a bit into AI, crypto, web2 survivors, and where we’re at with web3. You’re going to really enjoy our conversation.

Guest - Josh Brown, Co-founder & CEO at Ritholtz Wealth Management, Host of The Compound & Friends Podcast

howardlindzon.com, ritholtzwealth.com, thereformedbroker.com/podcast tiktok.com/@downtownjbrown

Instagram: @downtownjoshbrown

Twitter: @howardlindzon, @reformedbroker, @ritholtzwealth, @PanicwFriends, @knutjensen

linkedin.com/in/joshua-brown-96a5569b

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:37)
Welcome Josh (03:30)
Comparing T scores (03:48)
Early days nostalgia (08:33)
Building the tribe (09:47)
Social Media wild west (13:16)
Picking the right social platform (18:19)
LinkedIn - the next generation (21:17)
Building Finance/Media culture (28:30)
Josh makes a comeback (29:34)
Birth of Ritholtz Wealth Management (31:40)
Opportunity in Wealth Management (34:02)
web2 survivors (36:32)
Evolution of web 3 (36:51)
DeFi not working as intended (38:00)
Josh’s thoughts on Oculus (39:13)
Diving deeper into web 3 (39:26)
ChatGPT changing everything (41:01)
The promise of crypto (42:33)
AI tools cut advisor workloads (44:27)
Days of arbing algo’s are over (45:63
Wrapping it up. (47:11)
Closing thoughts. (50:17)

Helene Meisler, Queen of Price and Sentiment - Cautiously Optimistic on a Soft Landing (EP.242) Feb 23, 2023

I’m excited to have Helene Meisler back on the show! She was last here in June, and with all that’s been going on in the markets lately it felt time to check back in. I’ve been following her work since the start of TheStreet.com – she knows her stuff and loves talking about the markets. She’s a connoisseur of the chart – what I like to call ‘chart art’ – and is a mentor to thousands who want to learn about technical analysis, price, and sentiment. She’s one of maybe two people I know who called it back in June as we were ‘groping for a bottom’. We talk a little tennis, a little pickleball, and most importantly, we talk about how she feels going forward here in 2023.

Guest - Helene Meisler, Financial Markets Analyst and Columnist for RealMoney.com

howardlindzon.com, RealMoney.com, realmoney.thestreet.com

Twitter: @howardlindzon, @hmeisler, @realmoney, @PanicwFriends, @knutjensen

linkedin.com/in/helene-meisler-4a783153

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:37)
Welcome back Helene. (05:05)
Groping for a bottom (05:50)
Cautiously optimistic (06:50)
Stocks don’t just go up (08:25)
Calling the top (11:43)
Big Caps control indexes (14:43)
Is the worst behind us? (15:35)
Women on Wall Street (17:40)
History doesn’t repeat, it rhymes (26:45)
Helene’s routine (27:49)
Learning finance earlier (30:15)
Public v. Private markets (32:10)
Passionate about tennis (38:26)
Helene’s favorite player (39:04)
The pickleball trend (39:53)
Market Sector to watch (42:20)
Wrapping it up. (43:28)
Closing thoughts. (46:02)

Nate Cooper of Barrel Ventures on the Multi-Trillion Dollar Opportunity to Fix our Broken Food Ecosystem (EP.241) Feb 16, 2023

I’m excited to have my friend Nate Cooper, partner at Barrel Ventures, on the show as our second in-studio guest. Nate invests in seed stage companies in the food and beverage space. He’s excited about anything pre-farm to post fork and everything in between. Nate views our food ecosystem as broken, with a multi-trillion dollar opportunity waiting for those who solve it. I’m a personal LP in Nate’s fund, and am passionate about food and packaging; these industries are enormous, and while everybody’s been focused on web 2, the world keeps humming along. We don’t realize how important these things are until they’re taken away from us. The market is resilient, and the money eventually rotates into things that actually matter.

Guest - Nate Cooper, Managing Partner at Barrel Ventures

howardlindzon.com, barrelvc.com

Twitter: @howardlindzon, @nrcoope, @PanicwFriends, @knutjensen

linkedin.com/in/nathan-cooper-2ba9aa19

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:31)
Welcome Nate (01:24)
Chicago is my kind of town (02:14)
Michael Jordan ‘attends’ Nates bachelor party (03:52)
Masters at their craft (06:02)
Business runs in the family (07:05)
Midwest entrepreneurship (08:26)
Kellogg MBA (10:00)
Winding down Wise Apple (10:54)
Getting started in venture (12:05)
Being the best in the world (15:18)
Investing in the food ecosystem (16:26)
Execution Risk / Market Risk (18:28)
Bioplastics (19:49)
Staples prone to supply shocks (20:39)
Tech is the sauce (22:05)
No pop like OLIPOP (23:15)
Genius of Liquid Death (26:11)
Panicked about getting old (30:09)
What else excites Nate about food (32:05)
Rolling up food brands (33:08)
Howard’s radical free idea (33:33)
Investors want brand and formula (34:57)
Wrapping up (37:44)
Closing thoughts (40:23)

Panic With Friends with ME (Howard).... The Stocktwits Story (EP.240) Feb 09, 2023

As I mentioned when I covered how I built Wallstrip, I’m doing more origin stories over the next year. I’m covering my own projects as well as those of the ten or fifteen people from the companies I’ve loved and the products I’ve used in Web 2. There were mostly good exits, but there were also a few that we learned from.

In today’s episode I’m back in the hot seat covering the lessons learned from building Stocktwits in a Web 2 world. Knut and Riley join me as we talk about what worked back then, and what it will take to succeed building a company moving forward.

This is a very different era. Back then money was the game in a zero interest rate world. Today I think it’s more about the craft, and less about money. Do you know who your customer is? What are your margins? How are you going to make money, and how are you going to get your users? If founders and investors aren’t asking those questions today, they could be looking at massive losses down the road. I hope this helps and maybe gives you a peak at what might be coming around the corner as AI seems to be eating the world right now. Enjoy!

Guest - Howard Lindzon, General partner at Social Leverage and Host of Panic With Friends Podcast

Co-hosts - Knut Jensen and Riley Rosebee

howardlindzon.com, stocktwits.com, socialleverage.com

Twitter: @howardlindzon, @be_rosebee @PanicwFriends, @knutjensen

Rosebee.beehiiv.com

linkedin.com/in/howardlindzon

linkedin.com/company/socialleverage

linkedin.com/in/knutejensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:22)
Historic look at Web 2 (01:58)
Starting Stocktwits (03:25)
Why I didn’t wait (05:34)
Creating Bloomberg on Twitter (06:54)
Building the team (07:28)
Coming up with the name (08:03)
Raising money (09:24)
The first version (12:04)
Creating the branding (12:16)
The cap table (15:57)
Building around twitter (25:08)
The cash tag (18:16)
Building on our own (26:02)
Early Web 2 lessons (29:56)
Thoughts on AI (32:20)
Valuing deals (33:56)
Stocktwits culture (34:28)
Predicting the future (37:57)
Wrapping up (39:01)
Closing thoughts (42:58)

Ted Seides of Capital Allocators on Choosing your Path, Compounding your Knowledge, and the Business of Podcasting (EP.239) Feb 02, 2023

If you geek-out on capital, money, and podcasts like I do, you're going to love this discussion with my friend Ted Seides, founder of Capital Allocators. Ted’s built an ecosystem that includes advisory services, education, events and podcasts. I was introduced to Ted a few years back by Jan van Eck, who’s also been on my podcast. Ted went to Yale, and then got his MBA from Harvard (but we’re not going to hold that against him) He also co-founded Protégé Partners – a multibillion-dollar investment firm he ran from 2002 to 2015. In 2017 Ted launched the Capital Allocators podcast, which reached over 13.5 million downloads in December of 2022.

I checked in with Ted to talk about the recent FTX fraud; he was around in the days of Bernie Madoff and has a really different take on how managers should think about these events. I wanted his take on how the SEC has been rambling on recently about the ability for LPs to sue Venture Capitalists and what it all means for the industry. In addition, I wanted people to get an inside look at the industry and understand how the sausage is made – how people think at this level, and what you’re up against. You’re competing against a machine that’s there to beat the hell out of you, so it’s very hard to have an edge. This is why I talk the people that call me out of being a VC or starting a hedge fund. Ted’s the right guy to talk with about this stuff. He did it for a living. I hope you enjoy our conversation.

Guest - Ted Seides, CFA, Podcaster and Founder at Capital Allocators

howardlindzon.com, capitalallocators.com

podcasts.apple.com/us/podcast/capital-allocators-inside-the-institutional/id1223764016

Twitter: @howardlindzon, @tseides, @PanicwFriends, @knutjensen

linkedin.com/in/tedseides

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:33)
Welcome Ted (04:08)
The Yale/Harvard track (04:33)
Choosing a path (06:11)
Opportunity aperture is wide (06:57)
Ted goes on his own (10:55)
Demystifying podcasting (12:28)
Podcasting as a business (13:09)
Who is the customer (15:38)
Running a hedge fund (16:14)
Following your interests (19:05)
Viking / Dan Loeb (20:16)
Looking back at the last year (22:39)
Fraud is fraud (24:32)
FTX / SBF (28:29)
SEC response (35:42)
Ted’s current investing strategy (37:22)
Venture investing strategy (38:36)
Growth in Wealth Management (40:30)
Wrapping up (43:09)
Closing thoughts (44:37)

Trung Phan - Twitter Legend, Content Creator and Startup Founder (EP.238) Jan 26, 2023

I’m excited to have creator Trung Phan on the show today. He’s mastered Twitter, even getting Elon Musk to talk to him, and that’s impressive. Trung’s one of the funniest and interesting feeds I follow on Twitter – covering business, the media, and tech. I wanted to find out how it feels to be in the center of a hurricane of memes and pick his brain on what he’s thinking about media moving forward. It’s always fun talking to someone at the top of their game, so I also wanted to find out about his new AI startup, Bearly AI. I've managed to pull a few tips from him on the magical mystery of going viral, and a few twitter feed tips everyone should find useful. Enjoy!

Guest - Trung Phan, Co-Founder of Bearly.AI, Co-Host of the Not Investment Advice, Opinion Columnist at Bloomberg

howardlindzon.com, www.bearly.ai, trungtphan.com, trungphan.substack.com

Twitter: @howardlindzon, @TrungTPhan, @NIApodcast, @PanicwFriends, @knutjensen

linkedin.com/in/tp23

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:34)
Welcome Trung (02:35)
Trung’s early life (04:17)
First time going ‘viral’ (06:24)
Studying at McGill (09:19)
Going viral on Twitter (11:04)
Is going viral worth it? (13:21)
Gas founder Nikita Bier (13:37)
1 degree from Elon Musk (13:56)
Putting in the hours (16:40)
Attention is a scarce resource (17:36)
10X your tweets (19:39)
Hashtag advice (21:47)
Twitter is the top one percent (24:11)
Managing a massive following (26:12)
Why Elon bought Twitter (28:28)
Improving Twitter (30:31)
Letting Trump back on Twitter (34:45)
Interacting with Elon (36:03)
Media ‘barbell’ strategy (37:24)
Who Trung follows (38:56)
Trung’s AI startup (40:13)
The first billionaire solo creator (40:25)
Build the audience first (43:52)
Bearly AI overview (47:32)
Wrapping up (50:23)
Closing thoughts (52:48)

Pranav Kanade - Moving from TradFI to Web3 and Building a Digital Assets Alpha Strategy (EP.237) Jan 19, 2023

In today’s episode I’m talking to a friend of mine, Pranav Kanade, who happens to work for another really good friend of mine, Jan van Eck. Pranav was in the financial industry for a while, and like many, went down the crypto rabbit hole a couple of years ago. Jan, who’s a good friend, mentor, and a legend in the financial industry, went down the crypto rabbit hole himself and has been forever trying to do a Bitcoin ETF — doing the good work of dealing with the red tape and corralling the regulators.

Jan’s tasked Pranav with building a crypto fund; and I’ve been trying to learn all this since forever, so I wanted to check in with Pranav. 2022 was obviously one of the most wild, fraud-ridden years in financial history, so I wanted to continue learning from someone who now makes his full living from this – and find out how he’s reacting in the bear market. As we try to dissect the industry here on Panic with Friends, I’m asking the same type of questions I ask him each month after reading his analysis. And you can be certain Pranav will be a regular on the show. Let’s learn together as new entrepreneurs and investors continue to build out the future of the web. Enjoy!

Guest - Pranav Kanade, Portfolio Manager at VanEck Digital Assets Alpha Fund

howardlindzon.com, vaneck.com

Twitter: @howardlindzon, @pkan90, @PanicwFriends, @knutjensen

linkedin.com/in/pkanade1

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:38)
Welcome Pranav (04:50)
2022 Crypto deleveraging (06:34)
U.S. crypto regulation outlook (08:29)
Which layer needs regulation? (09:08)
2023 outlook for crypto (10:05)
The crypto ‘bottom’? (11:04)
Underlying tech (11:36)
Transitions take time (14:43)
Stablecoins (15:57)
Tim Cook owns crypto (18:56)
Self-custody assets (20:43)
Venture funding (24:06)
Genius of Bored Apes (27:28)
Potential NFT use case (29:30)
Coinbase web3 wallet (31:22)
Dealing with liquidity (32:35)
Moving from web2 (33:02)
Speculation became community (35:04)
Incentivizing tokens (36;52)
The inflection point (37:44)
Picking the right blockchain (40:02)
Building on Polygon (41:31)
Micropayments (44:24)
NFTs for artists/creators (52:56)
Wrapping up (54:17)
Closing thoughts (55:53)

Howard Lindzon - The Wolf of Wallstrip (EP.236) Jan 12, 2023

No, you haven’t entered the Twilight Zone. Yes, I’m the host of Panic with Friends, but in today’s special episode, I’m the guest. My producer Knut Jensen has turned the tables and put me in the hot seat. With so many questions about how and why I started Wallstrip, I felt it was time to lay it all out. And hopefully this answers a lot of those questions.

We cover the good, the bad, and the funny times building my first internet company – and how those lessons carried over when I started Stocktwits – lessons like finding the right mentor and having domain experience around an idea, and the three key ingredients: product, team and timing. It’s a different spin on Panic with Friends where we’re going back and telling these types of stories with our best founders, so you’ll be seeing more episodes like this in the future. And of course, the big question on Wallstrip, would I do it again? You’ll have to listen to find out!

Guest - Howard Lindzon, General partner at Social Leverage and Host of Panic With Friends Podcast

howardlindzon.com, socialleverage.com

youtube.com/channel/UCGEU5Xa_5HKMb6gEFfGYdTw/videos

Twitter: @howardlindzon, @PanicwFriends, @knutjensen

linkedin.com/in/howardlindzon

linkedin.com/company/socialleverage

linkedin.com/in/knutejensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:27)
Coming up with Wallstrip (01:42)
Starting with GolfNow (07:55)
YouTube becomes a thing (10:27)
Cold pitching Fred Wilson (11:59)
Raising funds (15:08)
Finding the team (18:34)
The formula (22:36)
Gaining traction (25:13)
Would I do it again? (27:09)
My ‘growth hack’ (30:24)
The ‘moment’ it’s successful (31:10)
Now the pressure is on (32:36)
The right kind of attention (31:54)
Dealing with haters (33:56)
Sell or grow (38:14)
The Jim Cramer spoof (39:21)
My Costanza moment (41:04)
CBS acquires Wallstrip (41:30)
The right people domain experience (44:29)
Wrapping up (46:35)
Closing thoughts (46:56)

Douglas Boneparth of Bone Fide Wealth on Personal Finance, Personal Responsibility, and Perfect Hair (EP.235) Jan 05, 2023

Today’s guest is a friend of mine, Douglas Boneparth – a financial advisor, and some would say if the Olympics had a hair category, a shoe-in to represent Team USA.

As long time listeners know, there are two fundamental things I believe with respect to money; Jim O’Shaughnessy’s perspective about young people being time billionaires, so get going and just steal from yourself and start investing – take it right off the top of your paycheck. Get started now.

The second thing is to get an advisor, someone working for you and explaining how things work. I’m always recommending people speak to somebody – to find the right person, and Doug is at the cutting edge as an advisor. We cover some really good stuff, some good lessons, and hope 2023 will be fantastic for everyone. Enjoy!

Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC

howardlindzon.com, bonefidewealth.com, thisisthetop.substack.com

Twitter: @howardlindzon, @dougboneparth, @PanicwFriends, @knutjensen

linkedin.com/in/douglasboneparth

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:39)
Welcome Douglas (04:03)
Doug’s best tweets (04:09)
Tapping in to sentiment (08:34)
Thought leadership and content creation (11:19)
Doug’s hair routine (14:20)
The secret sauce (16:50)
Summing up 2022 (19:44)
Number one concern for Millennials (20:35)
Understanding a recession (22:06)
Financial planning (24:46)
Discipline and strategy (25:55)
Returning to normalcy (27:49)
Opportunity in 2023 (31:15)
Rethinking your strategy (33:40)
Longer cycles, shorter recessions (35:22)
Tech in financial services (36:33)
Personal finance is self-care (37:30)
Good financial behaviors (38:53)
Wrapping up (40:29)
Closing thoughts (41:48)

Going the Distance in Fashology with DSTNC Co-Founder Nave Avimor (EP.234) Dec 29, 2022

I’m always excited to interview a portfolio company founder on Panic with Friends, so I’m doubly excited to have Nave Avimor, co-founder of DSTNC (Social Leverage Fund IV) on today’s show. The company is at the forefront of fashion and technology, or as I like to call it, ‘Fashology’ – for the modern cyclist. DSTNC (pronounced 'distance' - vowels removed) is a first of its kind global marketplace and content destination, curating the largest selection of high-end brands and performance products from around the world.

Nave and the team have done a phenomenal job over the last eight months or so, and with the site launched and a seed round raised, this is the right time to have him on. Not everything is about unicorns, and I finally get to dabble in fashology, something I’ve been talking about since the Oakley days. I’ve been able to invest and really try building a full-on Lifestyle brand without the hassle of the day-to-day. Nave’s traveled the world, knows the sport, and his partner has an eye for culture. I hope you enjoy our conversation as much as I did.

Guest - Nave Avimor, Co-Founder & CPO at Dstnc

howardlindzon.com, dstnc.com

Twitter: @howardlindzon, @dstnc, @naveavimor, @PanicwFriends, @knutjensen

linkedin.com/in/naveavimor

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:39)
Welcome Nave (09:24)
Meaning of Avimor (09:44)
Getting into Cycling (10:14)
Moving to China (12:22)
Living in Shanghai (13:08)
Israel Cycling Academy (14:38)
Optimal cycling physique (17:14)
Building DSTNC (20:53)
Bike shop business model (26:45)
Gravel bike v. Road bike (28:42)
Disc brakes (30:53)
A revolution in cycling is happening (32:37)
Discovering the best gear (33:45)
Close-calls and accidents (39:25)
Beyond clothes - exotic bike parts (41:32)
Rise of e-Biking (42:38)
Wrapping up (43:53)
Closing thoughts (44:36)

Panic With Friends - The Year Ahead (EP.233) Dec 22, 2022

In this episode I sit down with my producer Knut Jensen to take a look ahead as we turn the calendar to 2023. Knut’s panicked about his portfolio, and we sift the current landscape to find some reasons to be optimistic, though I’m not even sure I want to look back at 2022 – everything made sense, and nothing made sense. The biggest story happened towards the end; that was crypto and fraud. But my job here at Panic with Friends is to keep talking to really smart people and stay an inch ahead, a week ahead, a month ahead of where the trends are. We have to get back to the fundamentals, pick ourselves up and push forward into the new year. So it’s a good time to turn the page, clean things up, and start fresh.

Host - Howard Lindzon, Managing Partner at Social Leverage, and Host of Panic With Friends Podcast

Sidekick - Knut Jensen, Producer of Panic With Friends Podcast

howardlindzon.com, socialleverage.com

Twitter: @howardlindzon, @socialLeverage, @PanicwFriends, @knutjensen

linkedin.com/in/howardlindzon

linkedin.com/in/knutejensen

linkedin.com/company/socialleverage

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:15)
Weighing in on FTX (02:26)
Need for regulation (03:38)
What worked (05:58)
Bears outnumber Bulls (06:25)
Addressing fraud (08:22)
What’s the next bull market look like? (09:57)
Projecting the next trend (12:12)
Where we go in 2023 (15:01)
What are the catalysts? (16:06)
Board governance matters (18:45)
Spotting trends (19:40)
Historical context of Big Tech (21:56)
Consumer excitement moving into 2023? (23:35)
Big Tech overlords (25:20)
What excites Howard (27:55)
Going after Apple, Google, etc (30:05)
Filter failure (34:58)
Wrapping up (35:52)
Closing thoughts (39:02)

Surfboard Founder and CEO Chuhan Wang on Cultivating Board and Investor Engagement (EP.232) Dec 15, 2022

My subject for today is governance, a pet peeve of mine. The lack of governance this funding cycle hasn’t been a good thing. We’ve got a lot of young people who’ve received capital and don’t know how to structure governance, prepare a board deck, or interact with their advisors and investors. Most of us learned from doing, and this generation will learn too; but when you put a lot of money in people’s hands you need to have governance, something we’re seeing more of with the WeWork breakdown and the FTX fraud.

To stem this, we have to create tools and software that makes the process of governance tenable. My guest is Surfboard (Social Leverage Fund IV) founder and CEO Chuhan Wang. Her mission is to help founders, boards, and advisors stay in the loop with a better system for communication, board deck access and retrieval, and compilation – the overall world of corporate governance. Chuhan’s vision is to empower founders for success by responsibly harnessing the power of their boards and investors. With founders emerging from all corners of the world, and remote work being a trend, her modern board and investor experience will spark innovation in the next generation of founders.

Guest - Chuhan Wang, Founder and CEO at Surfboard

howardlindzon.com, surfboard.team

Twitter: @howardlindzon, @therealchuhan, @TeamSurfboard, @PanicwFriends, @knutjensen

linkedin.com/in/chuhan-wang

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:42)
Welcome Chuhan (08:22)
What is Surfboard? (09:21)
Weighing in on FTX (13:04)
Running a Board (14:11)
Empowering founders (17:40)
Finding Social Leverage (18:31)
Working with Social Leverage (19:48)
Valuing at seed (22:43)
Starting a board early (24:31)
Signing up for Surfboard (25:43)
The Surfboard team (28:50)
A good time for governance (30:02)
Brad Feld (34:14)
Now is the time to build (36:36)
Wrapping up (37:09)
An opportunity to start again (36:31)
Closing thoughts (40:56)

Sami Issa of W3BCloud: Lessons Learned Post-FTX Fraud and Continuing to Build the Infrastructure for the Next Iteration of the Internet (EP.231) Dec 08, 2022

We’re here in late 2022 with a complete meltdown in crypto, and I’ve no idea what to make of it. So I wanted to bring Sami back on the show to get a gut check. Post FTX fraud I need to make sense of it all, because I’m still super bullish on this next iteration of the internet – web3, crypto – or whatever we’re calling it. They’re solving real problems for people like me, and I’m trying all these different products around NFTs and communities – but a lot has changed since Sami was here a short time ago. And infrastructure, where W3BCloud is focused, still has to happen if the next set of winners and entrepreneurs are going to build.

I have a different set of questions for Sami who’s been in the hardware, machine, infrastructure side of computers for a very long time. It’s good to hear him explain things about this compute/infrastructure side of web3 and what it’s going to take to grow and scale in an era of decentralization and the blockchain.

Guest - Sami Issa, CEO & Co-Founder at W3BCloud

howardlindzon.com, w3bcloud.com

Twitter: @howardlindzon, @W3BCLOUD, @PanicwFriends, @knutjensen

linkedin.com/in/samiissa

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:40)
The current panic (00:51)
Important disclaimer (07:26)
Welcome Sami (08:25)
Understanding centralized exchanges (09:56)
Non-custodial wallets (11:29)
Post FTX silver lining (13:32)
Regulation and transparency (14:26)
JP Morgan trademarks a wallet (16:21)
Wallets explained (18:56)
Warren Buffet’s crypto play (22:56)
Infrastructure is needed (24:01)
Artificial Intelligence (24:49)
Size of the crypto market (28:25)
Understanding compute (29:02)
It’s time to build (32:16)
There is no magic money machine (34:02)
Wrapping up (35:07)
An opportunity to start again (36:31)
Closing thoughts (37:30)

Pro Golfer Anne van Dam on the Business of Golf, Competing, and Investing (EP.230) Dec 01, 2022

Normally on Panic I’m talking with investors, venture capitalists, traders, and entrepreneurs, but on today’s episode I’m bringing on professional golfer Anne van Dam. Her manager is a good friend of mine who discovered her back in her teens, and now she’s an LP in Social Leverage. We get into some investment talk with her interest in real estate and cover Colony Cooks, a ghost kitchen and virtual restaurant in Los Angeles founded by her boyfriend.

Anne discusses her favorite places to visit, her favorite golf courses, and of course getting Social Leverage on her bag. She’s not superstitious, but with Social Leverage in her corner, I’m predicting victories this year for her on tour. Anne has a good head on her shoulders and knows what she wants to do. I hope you’re as inspired by our conversation as I was. I'm looking forward to a round with her the next time she's in Phoenix. Knut has offered to caddie for me.

Guest - Anne van Dam, Pro Golfer at LPGA

howardlindzon.com, annevandam.com, lpga.com, ladieseuropeantour.com, colonycooks.com

Twitter: @howardlindzon, @PanicwFriends, @Annevandam, @LPGA, @letgolf @knutjensen

Instagram: @annievdam, @letgolf, @LPGA_tour

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:34)
Howard jinxes Phil Mickelson (04:52)
Welcome Anne (06:53)
How do you pronounce Knut? (07:14)
Anne’s favorite city (07:32)
Anne’s favorite golf course (08:34)
The pedal mafia (09:15)
Anne’s favorite US golf course (10:13)
Anne’s golf hero (10:56)
Dealing with nerves (12:48)
Winning her first tournament (15:18)
LPGA prize money (16:17)
Men’s tour v. Women’s tour (18:18)
Working with sponsors (19:14)
Getting started in investing (21:56)
Colony Cooks ghost kitchen (25:08)
Bullish on golf (27:36)
The fitness side of golf (29:38)
Golf superstitions (35:32)
Wrapping up (37:44)
Closing thoughts (38:42)

Lewis Johnson of Capital Wealth Advisors on Deglobalization, Changing Trends, and a Return to Value (EP.229) Nov 24, 2022

My fishing buddy, Lewis Johnson, is back for his third round of Panic. As I’ve been saying frequently now, I’m just having friends on the podcast. People who have seen things that interest me, not famous – or infamous – people, for the sake of their fame. While Lewis isn’t particularly famous, he’s a steady hand and understands diversification and how cycles work.

We touch on the “Bernie Madoff” moment that is now FTX. Lewis isn’t really active in crypto, but has been watching it play out. Swindles go on all along, and in a bull market no one seems to care. A bear market is the usual catalyst for these frauds. People start wanting their money back. We’ll check back with Lewis in three to six months, because this show is still about how we position ourselves; and he’s got a vision of how the world might look moving forward.

Guest - Lewis Johnson, CIO at Capital Wealth Advisors

howardlindzon.com, capitalwealthadvisors.com

blog.capitalwealthadvisors.com/trends-tail-risks

Twitter: @howardlindzon, @PanicwFriends, @TrendsTailRisks, @knutjensen

linkedin.com/in/lewismjohnson

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:35)
Welcome back Lewis (06:31)
Cryptos “Madoff” moment (07:04)
Book: Manias, Panics and Crashes (07:45)
Fundamentals & Valuation (10:10)
Michael Lewis & SBF (12:10)
Bond returns (15:12)
The deglobalization cycle (19:51)
Fed raising rates (25:05)
Gunslingers & Bean Counters (26:16)
‘Wall Street’ gets a vote (29:15)
Current market leadership (29:51)
Rate sensitivity (31:22)
Tech meltdown (33:26)
A capital cycles framework (34:51)
Where to look for the next cycle (37:05)
The ‘capital starvation’ cycle (38:30)
Wrapping up (39:42)
Closing thoughts (43:35)

Jan van Eck of VanEck Funds on Global Markets, Deglobalization, and Rising Interest Rates (EP.228) Nov 17, 2022

I’ve been dying to get Jan on the podcast, and he’s finally here. After my brief podcast break, I've decided to have a lot of my friends on – people I like talking to about markets. Jan is one of those people. He’s super smart and well educated. I’m in the lucky position where I don’t have to be in the market, but because I’m fascinated by markets, started Stocktwits, love talking about them, and want to continue banging out some alpha, I invited Jan on the podcast.

We have a great discussion about debt. We talk about money flows, and while Jan wasn’t the earliest, but early enough with directionally putting his firm on a path towards crypto, he has a lot of insights there as well. People need to be thinking about the market in just a little different way than what worked in the past. You’ll learn a lot from our conversation. I know I did.

Guest - Jan van Eck, CEO at VanEck Securities Corporation

howardlindzon.com, VanEck.com

Twitter: @howardlindzon, @PanicwFriends, @JanvanEck3, @VanEck_US, @knutjensen

linkedin.com/in/janfvaneck

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:39)
Welcome Jan (04:02)
Growing a mature business (04:52)
History is a teacher (07:73)
Becoming a ‘Macro Structuralist’ (12:58)
Lessons from the 1970s (14:49)
The right way to view inflation (15:17)
Bonds outperform stocks (16:54)
Will the Fed pivot? (19:12)
The ETF business (24:49)
Crypto-related ETNs (27:21)
China growth & demographics (28:40)
Getting smarter on Brazil (29:04)
Web3 (30:18)
Thoughts on Wealthtech (34:08)
What if 60/40 is wrong? (35:10)
Jan argues Howard’s book (39:23)
People care about performance (39:42)
Why Jan invested with Howard (40:46)
Diseconomies of scale (41:45)
The future of ETFs (43:33)
Cherry-picking in public markets (46:11)
Jan’s favorite podcasts (47:44)
Wrapping up (50:16)
Closing thoughts (51:37)

Jim O’Shaughnessy on Twitter, Navigating the Current Market, and our Artificially Intelligent Future (EP.227) Nov 10, 2022

The GOAT himself, Jim O’Shaughnessy is back for a record fourth appearance on Panic with Friends! And this time he’s slightly panicked by not being panicked. I convinced him to put on some slippers and start showing up for work.

The last time he was on, we talked about the real panic; I’d come back from vacation fired out of a cannon – only wanting to talk to my close friends or pimp some of our companies. But today I’ve got a lot to talk to Jim about. He was guest number one on the show, and he was on just a few weeks ago – since then the Fed’s hiked another 75 basis points, Facebook’s imploded, and we have a new owner at Twitter. So sure, it makes sense if Jim might be a little panicked about not being panicked.

Once again, Jim is the calm voice of reason helping me navigate the turbulent times we’ve found ourselves in. I hope you learn as much from our conversation as I did.

Guest - Jim O’Shaughnessy, Founder, Chairman & Co-Chief Investment Officer, OSAM LLC

howardlindzon.com, osam.com, infiniteloopspodcast.com

Twitter: @howardlindzon , @jposhaughnessy, @PanicwFriends, @knutjensen

linkedin.com/in/james-o-shaughnessy-b072bb

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:41)
Welcome Jim (05:29)
Strategy & Tactics (07:46)
Decision time (10:30)
Elon Musk (12:58)
Fixing Twitter (13:39)
Dealing with trolls (17:26)
The real reason Elon bought Twitter (23:06)
Excited about Artificial Intelligence (27:10)
AI ethics (30:02)
AI in medical research (31:45)
AI legal use case (33:15)
An Open AI is critical (36:05)
First $1B single creator LLC (36:34)
Old Models are collapsing (37:25)
A “Thiel-style” scholarship (39:09)
A revolution in Education (45:12)
A real meritocracy (45:56)
Human nature doesn’t change (48:19)
The next Robinhood could be Robinhood (49:46)
Wrapping up (53:05)
Closing thoughts (56:58)

Sami Issa and Maggie Love of W3BCloud on Powering Web3 With Compute Infrastructure... May a Thousand Blockchains Bloom (EP.226) Nov 03, 2022

I’m excited to be doing this first episode in a series of shows over the next few months on blockchain, crypto, web3 – whatever you want to call it. As long-time listeners know, I’m a drafter behind smart people on web3. I’m learning as I go, yet being skeptical, and probing through it. I have my angle of attack and know how I want to spend the next few years working on blockchain, infrastructure, web3, NFTs, and community.

And while I haven’t talked often enough about it, in full disclosure, Social Leverage Acquisition Corp ($SLAC), the company I’m CEO of, has announced a proposed merger with W3BCLOUD. In addition, Social Leverage (Fund IV) (where I’m a GP) is a shareholder and member of the sponsor group – but that doesn’t mean we can’t talk about it. So who better to have on to make sense of all this?

Guests:

Sami Issa, CEO & Co-Founder at W3BCloud

Maggie Love, Director - Ecosystem & Partnerships & Co-Founder at W3BCloud, Founder at SheFi

howardlindzon.com, w3bcloud.com, shefi.org

Twitter: @howardlindzon, @PanicwFriends, @W3BCLOUD, @She_Fi, @knutjensen

linkedin.com/in/samiissa

linkedin.com/in/maggielove07

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:39)
Welcome Maggie and Sami (06:44)
Understanding ‘compute’ (06:58)
Decentralization & ‘permissionless’ (1016)
Crypto & Web3 (12:47)
In the back yards of Giants (17:20)
Composability (21:27)
Not a ‘Winner take all’ world (24:04)
Origin story (24:20)
Dealing with bear markets (31:48)
The adoption cycle (35:20)
Infrastructure is the way (38:10)
Buffett’s crypto play (39:45)
Next internet revolution (41:54)
Moving through the cycles (44:05)
What makes the register ring? (50:19)
Optimizing the hardware infrastructure (52:25)
What is ‘trustless’? (52:54)
‘Proof of Stake’ (56:51)
A new internet paradigm (59:50)
An internet of value (1:00:52)
The ‘wallet’ is key (1:01:28)
Wrapping up (1:03:34)
Closing thoughts (1:09:12)

Ben Hunt of Epsilon Theory on Turning Layups into Losses, UK Pension Problems, Building Community & Much More (EP.225) Oct 27, 2022

My good friend Ben Hunt is here for the fourth time on Panic with Friends. He’s my go-to macro guy, and one of the smartest people to talk about the market with. And if I were going to do a show with any two people, like the All In podcast, it’d be Ben and Jim O’Shaughnessy for sure.

Ben has been dead on with so many topics, and we’ve got a ton of topics to talk about in this episode. I wanted to talk about the FED, inflation, and what would turn him bullish. I wanted to get some pointers on the global macro and the SPAC market, to include thoughts on Fat Nixon. I wanted to talk about Robinhood and Citadel, and I want him to chime in on Apple having a monopoly.

I also wanted to get Ben’s thoughts about monetary policy as it relates to the UK pension debacle. I think you're going to get a lot out of our conversation. Enjoy!

Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory, @knutjensen

linkedin.com/in/bhunt

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:40)
Welcome Ben (06:40)
The best thing about getting older (10:17)
Turning a layup into a loss (12:40)
Lessons from Goodfellas (14:28)
Who’s in the PIPE? (18:49)
Finance raccoons (20:11)
UK pension crisis (22:53)
Interest rates repriced globally (23:33)
Pension funds can’t make margin calls (29:59)
FED creates liquidity crises (31:43)
Overexposed to 15 years of low rates (34:35)
What the blockchain brings (35:16)
Loosening the yoke of Amazon, Apple, Google (35:44)
Pension fund return projections (36:55)
Ferocious bull rally? (40:54)
Will the FED pivot? (43:58)
Inflation wasn’t transitory (46:11)
Taking real world risks (50:36)
Taking on the overlords (57:18)
Wrapping up (1:02:12)
Closing thoughts (1:05:58)

Bobby Matson of Payitoff.io on Navigating the Complex World of Student Loan Repayment (EP.224) Oct 20, 2022

I’m excited to have Bobby Matson, founder and CEO of Payitoff.io, back on the podcast. The last time he was on the show was in April of 2020, less than a month into the global COVID panic. Since then, 45 million plus Americans with student debt have kicked the can down the road. Until now.

Bobby is a self-taught coder. He and his wife had student loan debt to deal with, so they built a product called Payitoff.io to help sort it out. Their API allows financial apps to empower borrowers with ways to assess and address their student debt while freeing up cash to invest or spend.

And while there’s been a “pause” in repayment, student debt did not go away. The problem was just brushed aside for a couple of years. During those few years, Bobby and his team went and built other debt API products. But as repayments are starting up again, the “phones have been ringing off the hook” as everybody tries to catch up. Bobby and his team stayed in the game, didn’t overspend their VC money, and kept things under control. Full disclosure – Social Leverage is an investor in Payitoff.io

Guest - Bobby Matson, Founder and CEO of payitoff.io

howardlindzon.com, payitoff.io

Twitter: @howardlindzon, @bomatson, @payitoffapp, @PanicwFriends, @knutjensen

linkedin.com/in/bobbymatson

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:44)
Welcome Bobby (08:08)
What is Payitoff? (08:36)
COVID hits (10:35)
Demonstrating category leadership (13:34)
A good type of panic (15:36)
Product & Execution (16:34)
Domain experience & problem solving (17:36)
Debt relief options (19:26)
Use case solutions (20:09)
Expanding beyond student loans (24:44)
Self-taught coder (25:48)
Learning to build companies (27:09)
Trapped with debt (29:48)
Navigating student loan relief (31:33)
Avoiding channel conflict (37:31)
Building the Enterprise (40:56)
Tailwinds come full circle (43:17)
Rising interest rates & consolidation (43:31)
Wrapping up (43:49)
Closing thoughts (44:33)

Dave Finocchio of The Cool Down on Building Enduring Media Companies (EP.223) Oct 13, 2022

I’m excited to have my new friend Dave Finocchio on the podcast. I met Dave on my golf trip to Ireland, and we hit it off on the long bus ride. He stands out because he’s focused and insanely smart. He’s the founder of the Bleacher Report, which was acquired for north of $200M, and is now working on The Cool Down – his attempt to build the world’s first mainstream climate brand. Dave’s taken everything he’s learned in sports and media over the years and is applying it to climate change.

We have a wide-ranging conversation on what it was like to start a media company back in the day, and what it takes now. We discuss new trends that are emerging in media, like TikTok, his investment in 5-Iron Golf, and a whole lot more. Enjoy!

Guest - Dave Finocchio, Co-Founder & CEO at The Cool Down, Founder of Bleacher Report

howardlindzon.com, thecooldown.com

Twitter: @howardlindzon, @PanicwFriends, @DaveFinocchio, @knutjensen

linkedin.com/in/dave-finocchio-90b2a93

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:40)
Welcome Dave (05:44)
Golf courses in Ireland (08:42)
The Cool Down (09:58)
Content needs to resonate (12:33)
Bringing in co-founders (13:27)
Dealing with founder burnout (17:25)
Flash back to the Bleacher report (21:38)
Seed rounds back in the day (29:54)
The end of an era (33:56)
NFL Draft expert Matt Miller (35:45)
Dave’s thoughts on parenting (37:29)
Would he do sports media again? (39:05)
Sports betting (41:02)
Thoughts on TikTok (42:15)
Growth - The Cool Down (46:20)
Investments: Behave Candy (47:46)
Investments: 5-Iron Golf (47:57)
Bullish on golf (52:17)
Closing thoughts (53:02)

Wall Street Legend Jim O'Shaughnessy - A Calm Voice in Turbulent Times (EP.222) Oct 06, 2022

My good friend Jim O’Shaughnessy is back for a third appearance on Panic with Friends. He was my very first guest on the show way back in March of 2020, right at the start of the Global Pandemic. He wasn’t panicking then, and he’s not panicking now. I wanted to check in with Jim to see how his spider tingly sense feels around the markets right now. He’s more of a systems guy and doesn’t time the market, but I wanted to get his calm assessment of what the world looks like.

One thing the 'yutes' need to keep in mind during this market turmoil is that they’re “time billionaires”. And you should use that to your advantage. You definitely want to exchange that time for risk.

I hope you enjoy our wide-ranging conversation on life, family, investing, and the markets.

Guest - Jim O’Shaughnessy, Founder, Chairman & Co-Chief Investment Officer, OSAM LLC

howardlindzon.com, osam.com, infiniteloopspodcast.com

Twitter: @howardlindzon , @jposhaughnessy, @PanicwFriends, @knutjensen

linkedin.com/in/james-o-shaughnessy-b072bb

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:42)
Welcome Jim (08:19)
Lake Como, Italy (09:24)
A different type of Panic from 2020 (17:26)
Strategic and Tactical insights (18:12)
Historical perspectives (19:40)
A generation raised on zero cost of capital (23:18)
Recency bias / Arbitrage human nature (24:35)
The Fed (37:10)
Everything is psychology at the end of the day (41:40)
We socialized losses (43:50)
Musk's Twitter deal (52:40)
Wrapping up (57:59)
Closing thoughts (104:20)

Best of Panic: Jason Hirschhorn of REDEF (Part 2) on the Future of New Media and the Explosion of the Creator Economy (EP.221) Sep 29, 2022

During my five weeks on the road, I’ve been doing reruns of some of my favorite Panic with Friends episodes. This one is the second of back-to-back episodes with my pal Jason Hirschorn from April of 2021. I have not met another person who is not just so passionate about all forms of media and the creator economy, but is eager and willing to share that knowledge with others.

Best of Panic: In part one, we covered Jason’s long history at MTV, Slingbox, News Corp and MySpace. So listen here if you want the full backstory on this media extraordinaire.

In this episode, Jason covers the future of new media and streaming and the explosion of the creator economy. Looking back, I believe that YouTube created the first explosion in the creator economy and today it is a bunch of new media platforms combined with decentralization and tokens that will create an even bigger explosion which Jason predicts will be a ‘more equitable’ version of the creator economy.

Guest - Jason Hirschhorn, CEO and Chief Curator at REDEF

howardlindzon.com, redef.com

Twitter: @howardlindzon, @JasonHirschhorn, @MediaREDEF, @MusicREDEF, @PanicwFriends, @knutjensen

linkedin.com/in/jason-hirschhorn-820a9b43

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:41)
Welcome Jason (02:19)
Artists and NFTs (04:12)
Gatekeepers with too much power (07:04)
Building a trusted audience (09:38)
Creator economy platforms (11:54)
Sloth of Big Media (16:51)
Technical debt/Brand debt (19:22)
Bundling media (25:23)
Streaming/Spotify (28:24)
Advertising/Programming (31:34)
Dealing with piracy (32:31)
Movie Theaters (33:25)
Cinema Paradisio (36:21)
Wrapping up (43:47)
Closing thoughts (47:18)

Best of Panic: Jason Hirschhorn of REDEF (Part 1) on Digital Content Creation and Other Media Trends (EP.220) Sep 22, 2022

As long time listeners know, I’ve taken a few weeks off from the podcast to go climb mountains on my bike. The bike phase is over, and it ended with a crescendo when I spent my 57th birthday climbing Stelvio. So far I’ve gone from San Diego to Toronto, to New York, to Italy, to Germany and I’m now in Tel Aviv – nearing the end of the third week of five weeks on the road. To fill the gap, I’m doing reruns of some of my favorite Panic with Friends episodes. This one with my pal Jason Hirschorn is from March of 2021.

Best of Panic: I was excited about having Jason Hirschhorn on the ‘Panic’ podcast and he did not disappoint. This interview turned into a two part series so lean back for this first part which covers Jason’s long history at MTV, Slingbox, News Corp and MySpace. Jason has some great stories that were fun for me to listen to because I have met a lot of the same people in my short media stint at CBS. I have not met another person who is so passionate about movies, music and streaming.=

In the second interview (rerunning next week), Jason covers the future of new media and streaming and the explosion of the creator economy.

Looking back, I believe that YouTube created the first explosion in the creator economy and today it is a bunch of new media platforms combined with decentralization and tokens that will create an even bigger explosion which Jason predicts will be a ‘more equitable’ version of the creator economy.

Guest - Jason Hirschhorn, CEO and Chief Curator at REDEF

howardlindzon.com, redef.com

Twitter: @howardlindzon, @JasonHirschhorn, @MediaREDEF, @MusicREDEF, @PanicwFriends, @knutjensen

linkedin.com/in/jason-hirschhorn-820a9b43

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:41)
Welcome Jason (02:48)
LA quarantine scene (03:28)
MTV and MySpace (04:24)
Blake at Slingbox (05:11)
Tony Bennett doing Rock Band? (07:02)
Running into Fred Wilson (11:20)
Jason’s first company (16:43)
Working with Barry Diller (20:02)
MySpace decision (24:08)
“Innovation through litigation!” (30:25)
Getting engaged (31:27)
Exporting American culture (38:40)
Traveling to Israel (40:45)
Comparing NY to LA (42:24)
Meeting Steve Jobs (46:31)
Jet-setting with Bono (47:53)
Closing thoughts (56:05)

Best of Panic: Ted Merz, Journalist Turned Product Manager, on Financial Journalism and Information Dissemination in the Age of Social Media (EP.219) Sep 15, 2022

Long time listeners know I’ve taken a few weeks off to go climb some mountains on my bike. I’ve just departed Lake Como, wrapping up this leg of my crazy cycling ‘adventurecation’. You can follow my rides on the Strava app. In the meantime, I’ve been doing reruns of some of my favorite Panic with Friends episodes. This episode from January of 2021 is with my good friend Ted Merz. He’s moved on from Bloomberg, but his insights on social media and data are spot on.

Best of Panic: (January, 2021) My friend Ted Merz at Bloomberg has one of the most interesting jobs in the world. Ted has been at Bloomberg since 1991 and today heads Bloomberg’s Global News Product. That is a complicated job and this is a complicated era of news considering the 24/7/365 flow of information, misinformation and of course news. Ted makes it all look easy. I miss visiting with him at the Bloomberg HQ.

I love talking to Ted about Twitter and the rest of social media and the deals he has had to cut and the way he thinks about data.

One of the best compliments I have gotten is having Ted tell me he enjoys my writing style and reading my daily blog. That is not why I invited him on as a guest, but it is definitely one reason I am so happy I started to write in the first place and a motivating factor for me to keep writing!

Guest - Ted Merz, Journalist turned Product Manager, Former Global Head of News product at Bloomberg

howardlindzon.com, ted-merz.com

Twitter: @howardlindzon, @TedMerz, @PanicwFriends, @knutjensen

linkedin.com/in/ted-merz-cfa-b711257

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:31)
Welcome Ted (03:18)
Starting in journalism (04:07)
Moving to Bloomberg (06:21)
The biggest story of Ted’s lifetime (09:33)
Covering 9/11 (11:33)
Bloomberg customer service (15:47)
Talking Twitter (16:23)
Partnering with Twitter (24:02)
Monetizing data (27:21)
Enormous opportunity with Twitter and Reddit (34:28)
First inkling of COVID breaks December 31. 2019 (36:40)
Data as alpha (39:35)
A ‘Netflix’ Model of news and information (42:02)
Wrapping up (47:20)
Closing thoughts (52:05)

Best of Panic: Frank Rotman of QED Investors - Fintech Operator Turned Fintech Investor (EP.218) Sep 08, 2022

I’m still off from the podcast circuit climbing mountains on my bike, but will be back in the studio soon. The reruns of some of my favorite podcasts continue for now. This one from December of ‘21 with Frank Rotman of QED Investors is one you’ll want to listen to a few times for sure. It’s great historical perspective for where we’re at now, and evergreen enough to inform any evolving investment strategy.

Best of Panic: My guest today is a fintech operator turned investor. Frank is the real deal. He spent almost 13 years at Capital One, is the co-founder of QED Investors, and made the Midas List of Top 100 Investors FOUR times. Everybody is a fanboy of somebody, and I’m a fanboy of Frank for sure – he has the amazing ability to spot leaders in the fintech space and has done it for a long period of time. In our business you get rewarded with a lot of money to manage and QED has just raised a fresh billion dollars. I learned a lot from this conversation and think every investor can do the same.

Guest - Frank Rotman, Co-Founder, Partner and Head of Domestic Investments at QED Investors

howardlindzon.com, qedinvestors.com

Twitter: @howardlindzon, @fintechjunkie, @QEDInvestors, @PanicwFriends, @knutjensen

linkedin.com/in/frank-rotman

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:56)
Welcome Frank (4:14)
Founding QED (04:49)
Fintech before Fintech (05:48)
Wrapping up (57:45)
Operators as investors (06:34)
Pitching Nigel (06:51)
Pitching Dan Loeb (07:30)
M&A with Capital One (09:01)
Grow it or sell it? (10:12)
An information-based strategy (10:20)
Flash forward to 2021 (12:04)
Separating bubbles from megatrends (12:46)
Too soon Unicorns (14:59)
Art of business building thrown out the window (15:25)
Web3 is just getting started (17:05)
Loose money fueling the system (18:08)
Web3 attracting talent (20:49)
Investing decisions and allocation (21:15)
Doing diligence in today’s market (22:06)
Talented venture teams (25:50)
QED check size range (27:34)
Ex-operators being ‘hands on’ (28:37)
When IPOs peak (32:57)
Private v. Public investors (33:15)
Sequoia’s letters (37:02)
First principles of investing (37:18)
How much to pay for an earning stream? (38:00)
35 year payback (38:48)
Valuation disconnects (39:26)
Fast growing companies (41:21)
Negative rates and the 60/40 portfolio (42:03)
Inflation is a real force (43:12)
Impact of rates on valuation (44:31)
Biggest position in crypto (48:11)
Being ‘crypto aware’ (49:34)
Wrapping up (50:06)
Closing thoughts (55:37)

Best of Panic: Michelle Zatlyn of Cloudflare on Building a Better Internet (EP.217) Sep 01, 2022

Long time listeners know I've taken a few weeks off the podcast circuit to go climb some mountains on my bike. In the meantime, I'm doing reruns of some of my favorite Panic with Friends episodes. This one with Michelle Zatlyn aired back in November of ‘21. If you missed it when it came out, now is a good time to catch up. And don't worry, I'll be back in the podcast booth soon.

I’m excited to have my friend and fellow Canadian, Michelle Zatlyn, on the show. We’re going to talk about the internet today. Podcasts wouldn’t exist without it, and you’d be unable to appreciate the banter between Knut and I. But this just feels like the right time in the right moment to talk about the internet. Michelle is just the right person to talk about it with. She’s the co-founder, President, and COO of Cloudflare – the company that helps the internet work. We discuss security, how things really work on the internet, where Cloudflare is headed, and how the hell you grow even faster during COVID.

Guest - Michelle Zatlyn, Co-Founder, President and COO at Cloudflare

howardlindzon.com, cloudflare.com

Twitter: @howardlindzon, @zatlyn, @Cloudflare, @PanicwFriends, @knutjensen

linkedin.com/in/michellezatlyn

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:57)
Welcome Michelle (05:36)
Moving to US & Harvard Business School (06:51)
Building Cloudflare (08:47)
Cloudflare’s mission (10:18)
Building a better Internet (10:49)
Layering Cyber Security (11:24)
A quick internet history lesson (13:06)
Safe, reliable Internet (15:53)
Harvard Professor Clay Christensen (15:59)
Democratizing the Internet (16:47)
A directional bet on the Internet (18:44)
Crypto v. Cryptography (19:27)
A public company with real revenue (21:11)
Number of daily cyber attacks (21:55)
Table stakes for merchants (25:25)
The rise of the ‘Cloud’ (26:42)
The perfect time to start Cloudflare (28:04)
Protecting the Internet-of-Things (29:32)
A network of networks (31:46)
The rise of social and mobile (32:17)
Following Web3 (32:42)
Cyber attacks and cryptocurrency (34:03)
Making your data your data (35:05)
Cloudflare leadership team (36:40)
Evolving business structure (38:56)
Improving digital literacy (40:10)
Building better products and delivering value (40:42)
Michelle’s personal investing philosophy (43:15)
Business continuity through the pandemic (46:08)
Going big on digital literacy (53:11)
Wrapping up (57:45)
Closing thoughts (58:32)

Best of Panic: Nicholas Adler on Crypto, Collectibles, Culture, and Community (EP.216) Aug 25, 2022

Howard has taken a few weeks off the podcast circuit to go climb some mountains on his bike. In the meantime, we’re doing reruns of some of our favorite Panic with Friends episodes. This one with Nick Adler aired back in October of ‘21. If you missed it when it came out, now is a good time to catch up.

Today’s episode is with a new friend, Nick Adler. I’m not sure the best way to describe him – he’s a lawyer, entertainment wiz, and works with the one and only Snoop Dogg himself. They’ve gone on a massive run together, and we get into crypto and NFTs and collectibles and digital. Tons of people can talk about the technical side of it, Nick lays out the culture and community.

There’s so much movement, there’s so much happening, and celebrity culture is at the center of it. They’re not passengers anymore. This crypto, digital NFT boom will have a million different use cases for a million different categories: from insurance to real estate, and more. And IP and creative and art and content, is all going to change radically due to these tools and technologies. It’s a blank canvas if you’re willing to be adventurous and take chances.

Guest - Nicholas Adler, Founder of The Unified, and longtime business partner of Snoop Dogg.

howardlindzon.com, soundcloud.com/whosbuyingthisshit

Twitter: @howardlindzon, @nickyads, @PanicwFriends, @knutjensen

linkedin.com/in/nicholas-adler-3051587

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:48)
Welcome Nick (02:02)
Panicked about NFTs (02:12)
How Nick and Snoop Dog think about Crypto (03:02)
The social media explosion (04:38)
The Crypto/Digital/NFT boom (06:23)
Snoop’s blank canvas (06:54)
Web3 development is global (7:20)
Partnering with talent (08:23)
Have a strong team and experiment (08:34)
How Nick and Howard met (10:34)
The last true technology crash (11:58)
Evergreen and Educational Finance (12:27)
Innovation in the DeFi space (15:07)
DeFi platforms and staking economy (18:08)
The artistic side of NFTs (18:30)
The Rocket Factory NFT (19:41)
NFTs and endless money printing (21:50)
Inflation, deflation and trading NFTs (23:18)
Collectibles and NFTs (24:56)
Brands will be the NFT leaders (25:48)
Will we see a Snoop DAO? (31:03)
A hundred David Geffen’s in the future (34:02)
You have to know how to sell (34:41)
The media negotiation environment (35:56)
Build a brand as yourself (41:11)
Wrapping up (41:17)
Closing thoughts (42:49)

Best of Panic: Garry Tan of Initialized Capital on Crazy Cap Tables, Crypto, Finding Balance in a World of Endless Opportunities and Much More (EP.215) Aug 18, 2022

I’m taking a few weeks off to go climb some mountains on my bike. In the meantime, I’ll be doing reruns of some of my Panic with Friends favorites, like this one with Garry Tan. This episode aired back in September of 21. If you missed it when it first came out, now is a good time to catch up. I think you’ll really enjoy it.

Garry is a unique individual I’ve only met a couple of times. He says he’s a fan of the show, so he knows how to sell. His resume is bananas – something we love on Panic with Friends; they may not be famous to everyone, but they’re famous to me! Garry is a Stanford Graduate, was at Y Combinator in the heyday, and was partners with Alexis Ohanian (founder of Reddit). If that weren’t enough, Garry was a seed investor in Coinbase. Oh, and Garry’s now part of my go-to list on the crypto space along with Fred Wilson and Chris Dixon.

Guest - Garry Tan, Co-Founder and Managing Partner at Initialized Capital

howardlindzon.com, initialized.com, youtube.com/garrytan

Twitter: @howardlindzon, @garrytan, @PanicwFriends, @knutjensen

youtube.com/garrytan

linkedin.com/in/garrytan

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:56)
Welcome Garry (04:28)
Best place to start a company (04:53)
Early life in the Bay area (07:01)
First ‘business’ (08:00)
Achieving the American Dream (09:07)
Garry’s first startup (10:58)
Balance in a world of endless opportunity (17:30)
Launching Initialized (18:42)
Panic about Y Cominator (19:58)
Work on hard, valuable and fun stuff (20:45)
VC at $1 trillion in a decade (24:42)
Lean startup / Fat startup (27:35)
Crypto ups and downs (28:36)
Seed round investing (31:28)
Software runs the world (33:58)
Transitioning the non-digital natives (35:18)
Obscure industries drive the economy (35:56)
Building a media platform (39:52)
How Garry stays up to date (42:52)
Sky NIMBy’s (44:26)
Closing thoughts (49:25)
Wrapping up (54:18)

Erik Groset of BetFully on Building a Legal Sports Betting Rewards App & Evading the Inflation Apocalypse (EP.214) Aug 11, 2022

Today’s guest, Erik Groset - Co-founder of Fantasy Sports Company and CEO of BetFully, is a friend of mine from San Diego. He’s a cool founder – a grinder, and he’s in our fund too – Social Leverage Fund II. I met Erik while still living in Coronado, back in the dog days of legal battles with DraftKings when everybody was trying to get gambling approved. Erick stayed alive building a cash flow business around the edges with BetFully, which is why I wanted to talk with him about what it’s like being a successful founder.

In addition, I wanted him to give us the lay of the land on this inflation apocalypse he’s worried about as the summer of 2022 rages on. Founders everywhere are worried about layoffs, and there’s a lot of young money in the market over the last 10 years – Erik has been through a few cycles, so we catch up to share some wisdom for other founders out there. I really think you’ll enjoy this episode, so have a listen. One fun fact, Erik has also written a children’s book – Bruce the Lumberjack: Fun Interactive Bedtime Book for Toddlers

Guest - Erik Groset, CEO at BetFully, Inc

howardlindzon.com, BetFully.com

Twitter: @howardlindzon, @PanicwFriends, @ErikGroset, @BetFullInc, @knutjensen

linkedin.com/in/erikgroset

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:40)
Welcome Erik (05:01)
Bull markets and 30 foot puts (06:03)
BetFully basics (07:03)
Help with gambling problems (08:52)
Surprises about the betting industry (10:17)
Barriers to entry (10:45)
‘Race to the Bottom’ Thesis (11:25)
Dabbling in NFTs (12:20)
Size of Sports betting market (14:58)
Customer loyalty (16:03)
UI is key (17:45)
San Diego Startup scene (18:48)
Riding out the storm (19:36)
Guerrilla marketing (22:09)
Sports betting advertising (23:01)
Betting on Formula 1 (24:18)
Cheat code for product/market fit (25:33)
A quick celebrity story (27:48)
Closing thoughts (33:01)
Wrapping up (33:41)

Will Ahmed of WHOOP is on a Mission to Unlock Human Performance and Save Lives (EP.213) Aug 04, 2022

Today’s guest is Will Ahmed, founder and CEO of WHOOP, a wearable technology/fitness company that fits smack in the middle of what I like to call ‘fashology’ – technology meets fashion. The device tracks and measures strain, recovery, and sleep. The brand is well received by pro athletes like LeBron James, Michael Phelps and over half of the PGA Tour; but can it help Howard? Those who have followed me for a while know I’m fascinated with sleep fitness and I have a WHOOP, but there are difficult customers, and then there’s me. We discuss what it would take to have Howie back on the WHOOP wagon.

Will started the company in Boston right after graduating from Harvard – his first company, and his first full time job. Ten years later the brand continues to unlock human performance and save lives. Some of the smartest people I look up to on things like fitness, brains, and style are super bullish on WHOOP; to include Arizona Cardinal Kelvin Beachum, Jr., Brad Feld, and Ryan Spoon.

Guest - Will Ahmed, Founder and CEO at Whoop

howardlindzon.com, whoop.com

Here’s the WHOOP Podcast

Twitter: @howardlindzon, @PanicwFriends, @whoop, @willahmed, @knutjensen

linkedin.com/in/willahmed

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:42)
Welcome Will (05:48)
Starting WHOOP in Boston (06:32)
Star athlete investors (07:05)
Celebrity users (07:39)
Physiology research at Harvard (08:45)
Raising capital (09:23)
10 years 600 employees later (09:41)
Big name venture investors (10:01)
Bet the business transition (11:16)
Differentiating WHOOP (12:53)
Behavior change and improving health (13:43)
Early star athlete adopters (14:30)
Making health monitoring cool (15:40)
Bringing Howard back into the fold (16:59)
Becoming a source of accountability (18:30)
A/B testing yourself (19:31)
The next frontier for WHOOP (19:43)
Apple Watch - the elephant in the room (20:54)
Sensors in your boxers (23:13)
Whoop on the PGA tour (25:27)
What’s the magic with WHOOP? (27:38)
Wearable's - A uniquely difficult space (29:02)
Being mentored as a founder (31:31)
Improving live, saving lives (33:56)
Two types of customers (35:03)
Smart people bullish on WHOOP (36:18)
The WHOOP Podcast (37:06)
Free Climber Alex Honnold (39:18)
Alex’s REM sleep advantage (41:06)
Closing thoughts (45:54)
Wrapping up (48:02)

Kelvin Beachum Jr, Offensive Lineman for the Arizona Cardinals & 2022 Walter Payton Man of the Year Nominee, on Investing, Leveraging your Network, and Parenting with Intention

Ryan Spoon, COO of Sorare on the Intersection of Fantasy Sports, Blockchain, and Community

Rob Petrozzo of Rally on a Panic with Friends Dual Podcast Special (EP.212) Jul 28, 2022

I’m stoked to have my good friend Rob Petrozzo, Co-Founder and Chief Product Officer at Rally on this special episode of Panic with Friends. It’s the first Panic with Friends dual podcast, so it won’t be a format you’re used to. A lot more of me as Rob dual tracks this episode for Rally’s new podcast, The Best Money I Ever Spent. Rob’s spent the last several years building Rally into an amazing platform that makes fractional investing safe, easy, and accessible.

Guest - Rob Petrozzo, Co-Founder and CPO at Rally, Host of The Best Money I Ever Spent Podcast

howardlindzon.com, rallyrd.com

Twitter: @howardlindzon, @robpetrozzo, @OnRallyRd, «BestMoneyPod, @knutjensen, @PanicwFriends

Podcast: The Best Money I Ever Spent

Spotify: https://open.spotify.com/show/3vwvQoGUbP7FKAbuvkYemA

linkedin.com/in/robpetrozzo

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:42)
Welcome Rob (03:08)
Thinking changed from 5 years ago (04:08)
Living through market cycles (05:13)
Domain experience counts (06:20)
Cutting Signal from Noise (07:46)
Survival matters (10:05)
Starting Rally (11:40)
The ICO craze (12:52)
Fractional Warhol (15:46)
Culture and the future (16:35)
What we spend our money on (18:54)
A different type of bear market (21:26)
Gary Vaynerchuk’s ear (22:26)
The ‘right’ community (23:06)
‘Mobile First’ generation (29:40)
Nailing the UI (30:17)
Rethinking the desktop (31:42)
Hitting peak ‘Mobile’ (36:15)
Betting on guys who survived before (37:40)
DAOs - small is the new big (40:50)
Passionate about comedy (41:48)
NFT meets DAO meets Community (42:41)
Howard’s favorite investor (48:49)
The future of venture (49:09)
Next breed of crossover investors (49:54)
The one that got away (52:28)
Thoughts on bootstrapping (54:10)
Closing thoughts (55:57)
Wrapping up (59:38)

Previous Panic:

Rob Petrozzo of Rally: Classic Cars, Dinosaur Bones, and Crypto Punks (EP.171) October 14, 2021

Back to the Future with Om Malik of True Ventures (EP.211) Jul 21, 2022

I’m excited to bring my good friend Om Malik back for a third round of Panic. Om is a partner at True Ventures, a $2B venture capital firm in San Francisco. They have made over 300 investments including WordPress, Peloton, Fitbit, and Blue Bottle Coffee.

He’s a super smart guy to talk to. He worries about the future, invests in the future, and talks about the future. It’s important to talk about the future especially when the current situation is bleak – with a tech crash and valuations coming down. I don’t think there’s a panic, we’re just witnessing the end of an era. We could whine about it, or we could look past it and figure out where technology is going next; which is what I’m doing. I don’t think what’s worked for me over the last 12 years will work going forward. Om is here to help me sort it out.

Guest - Om Malik, Partner Emeritus at True Ventures

howardlindzon.com, trueventures.com, om.co

Twitter: @howardlindzon, @PanicwFriends, @trueventures, @om, @knutjensen

linkedin.com/in/ommalik

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:42)
Welcome Om (02:52)
The world aligning to new technologies (04:01)
Valuation and tech decoupled (04:51)
The core thesis hasn’t changed (6:06)
Today tech is bigger, bolder, more impactful (07:26)
5 trillion dollar companies created in the last 12 years (07:37)
The unknowns make the future of tech exciting (08:43)
Moving towards a 3D interface with data (09:38)
Apple M1 chip changes everything (10:02)
Identity and Authentication are key (14:14)
Understanding the future of tech (16:07)
Fixating on ‘labels’ instead of the tech (17:55)
The digital wallet is the future (18:33)
The ‘MetaMask’ of the future may come from Apple (19:28)
The future doesn’t have to be Instagram and Twitter (20:31)
Trust and Big Tech (21:54)
Apple is one Tim Cook away from things falling apart (22:01)
The disappearance of the App store (22:44)
The wallet is tightly connected to your Smartphone (23:16)
Policy always lags tech (24:15)
The ‘Wild West’ analogy for Web3 (25:57)
Software is important, authentication will be key (26:32)
Distinguishing between the artificial and real ‘us’ (27:52)
Metaverse is a euphemism for next gen tech (29:12)
How will China define the future (30:11)
Globalization versus Deglobalization (30:44)
End of one-size-fits-all tech (31:32)
The current reality of centralization (32:44)
Twitter is social media marketing (33:17)
Small subsets of decentralized social networks (33:49)
Opportunity comes after a crisis (36:47)
Silicon Valley is a state of mind (37:24)
Closing thoughts (39:08)
Wrapping up (41:55)

Lewis Johnson of Capital Wealth Advisors on the Current Deglobalization Cycle and the Importance of Valuation and Risk Management (EP.210) Jul 14, 2022

I’m excited to have my fishing buddy, Lewis Johnson, back for another round of Panic. He runs a couple billion dollars as the CIO of Capital Wealth Advisors. Lewis was first on in November of 2020 when we realized we might not die from COVID and the Fed was printing money and we were in market Nirvana. Back then we talked value and growth and commodities because Lewis understands cycles. He’d seen the worst stretch of value stocks versus growth stocks in the last 200 years. In this episode we talk cycles and supply chains and commodities and a strong dollar and valuation and the deglobalization cycle we find ourselves in now. What Lewis has is expertise, which is why I enjoy talking to investors like him at different points in time to expand my knowledge.

Guest - Lewis Johnson, CIO at Capital Wealth Advisors

howardlindzon.com, capitalwealthadvisors.com

blog.capitalwealthadvisors.com/trends-tail-risks

Twitter: @howardlindzon, @PanicwFriends, @TrendsTailRisks, @knutjensen

linkedin.com/in/lewismjohnson

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:40)
2020 Take - Value & Growth (04:17)
Welcome Lewis (07:00)
Cycles have a logic of their own (08:19)
Commodities & Value back in favor (10:04)
A Deglobalization Cycle underway (12:11)
A chain of Deglobalization events (13:22)
Positioning and asset allocation (16:47)
The nature of the cycle (17:50)
Taking a defensive stance (18:07)
Real Estate bubble in China (18:29)
De-risking early (20:12)
Short squeeze in Commodities (20:44)
The Fed can’t print corn (21:23)
European energy supply crisis (21:46)
Avoiding last cycles winners (22:41)
Defensive/Offensive investing (25:16)
Tech under a deglobalization mindset (26:13)
Valuation is the first lens (26:48)
Reconstructing the supply chain (27:25)
Defense spending and stocks (27:50)
Emerging markets in crisis (31:27)
Living in Florida (33:33)
Market volatility (35:47)
Risk management first (36:19)
Fundamentals, supply, demand, valuation matters (37:20)
Avoiding black swans (37:43)
60% of the world’s debt is in dollars (39:02)
Wrapping up (41:11)
Closing thoughts (41:54)

Related Episode:

Co-Founder and President of Fundamental Global Lewis Johnson Joins Me on Panic with Friends to Discuss the Business of Investing – from Asset Management to the Nature of Cycles (EP.120)

Serge Kassardjian of StayTuned and 6th Man Ventures on the Future of E-commerce and Crypto (EP.209) Jul 07, 2022

Today’s guest, Serge Kassardjian, is the co-founder and CEO of StayTuned Digital, and a partner at 6th Man Ventures. He got his MBA from Harvard and Bachelors and Masters in Engineering from Stanford, where he was the President of his class. Serge is a fighter, an entrepreneur with irons in the fire of two incredibly volatile sectors – e-commerce and crypto, so he’s the perfect guest to come on Panic with Friends. As the pundits at CNBCq say ‘the markets are in turmoil’; and it’s not just crypto, but our beloved e-commerce stocks, including Amazon $AMZN and Shopify $SHOP, that are taking a beating. We discuss StayTuned Digital, which is a Shopify roll-up, but not in the classic sense of rolling up e-commerce stores – they’re rolling up software companies on the app side. We get into Serge’s love of STEPN – the crypto/web3 lifestyle app, and what the future crypto/web3 ecosystem might look like for us ‘normies’. (Full disclosure: StayTuned is a Social Leverage (Fund III) portfolio company.)

Guest - Serge Kassardjian, Co-founder and CEO at StayTuned and Partner At 6th Man Ventures

howardlindzon.com, staytuned.digital, 6thman.ventures, sergekassardjian.com

Twitter: @howardlindzon, @PanicwFriends, @sergekass, @staytuned_dig, @knutjensen

linkedin.com/in/sergekass

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:043)
Welcome Serge (03:21)
Selling dumbbells (04:05)
Coming to America (05:11)
Starting in e-commerce (07:17)
Macro trends in e-commerce (09:22)
Growth is in headless solutions (10:50)
Non-linear paths in startups (13:14)
Serge’s time at Google (13:38)
Shopify app roll-ups (14:03)
Building the StayTuned team (14:43)
Getting into crypto (16:02)
Early whale on NBA TopShot (17:28)
International e-commerce (18:06)
Venture debt model (19:05)
StayTuned apps (20:26)
Shopify competition (22:25)
Catching the crypto bug (24:35)
Talent moves to crypto (26:02)
Crypto adoption demographics (27:40)
STEPN sneaker NFTs (29:54)
Wrapping up (37:23)
Closing thoughts (38:59)

Matt Ober of Social Leverage on Embracing Data, Information, and Technology to Make Smarter Decisions (EP.208) Jun 30, 2022

Today’s guest, Matt Ober, is a really good friend of mine. We laugh about everything – but now we’re laughing on the same team, which is the best. Matt joined Social Leverage as a GP a few months ago – and he’s the upgrade we’ve needed to think about the future as the surface of tech continues to expand. Matt was most recently the Chief Data Scientist at Third Point. Prior to that he was head of Data Strategy at WorldQuant and part of the WorldQuant Ventures founding team focused on private investments.

Matt is based out of New York City, which gives us boots on the ground there as the web evolves into the next web. He’s also started his own company, which we talk a little bit about; I’m always excited to have people on our team who have companies – it keeps the entrepreneurial juices flowing. Matt is wicked smart and knows the business. We overachieved by bringing him on board. He’s got all the gifts – he knows how to be social, and how to ask the right questions.

Guest - Matt Ober, General Partner at Social Leverage

howardlindzon.com, socialleverage.com

Twitter: @howardlindzon, @PanicwFriends, @obermattj, @knutjensen

linkedin.com/in/matt-ober-caia-b2469214

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:39)
Welcome Matt. (05:19)
Working with Social Leverage (06:41)
Starting out at Bloomberg (07:18)
Responding to a Craigslist ad (08:07)
No information overload, only filter failure (09:33)
Learning the startup business (11:07)
Good rabbit holes and bad rabbit holes (12:40)
Working with Dan Loeb at Third Point (13:51)
Getting into crypto (15:12)
Why crypto is enticing to smart people (17:02)
Matt's startup (18:01)
Consistent returns on the quant side (21:19)
More freedom with a smaller firm (23:00)
Concentration v. 1,000s of positions (24:17)
Geography matters less now (25:02)
Leveraging web3 to build the future (25:20)
Talent migration (27:02)
The next generation of digital natives (27:15)
Staying connected by disconnecting (28:04)
What Matt reads to stay ahead (30:27)
It's data, content, filters, and your network (33:29)
Wrapping up (35:06)
Closing thoughts. (39:44)

Abe Finkelstein of Vintage Investment Partners on Israel, Tech Investing, and Living Through Multiple Market Cycles (EP.207) Jun 23, 2022

I’m excited for today’s guest, Abe Finkelstein. For over five years I’ve been picking his and his partners' brains, which is why I love this job – I love being able to tap into the wealth of knowledge from people like Abe. He’s a GP at Vintage Investment Partners based out of Israel – a $3 billion fund of funds with an interesting model. We talk Israel, we talk growth, we talk about tech and how all this stuff works – all the parts of the system and how you get capital. Prior to joining Vintage in 2003, Abe was an equity analyst with Goldman Sachs covering Israeli technology companies. Before Goldman, Abe was Vice President at US Bancorp Piper Jafray, where he helped start and then headed their Israel technology shares institutional sales effort. Abe has a BS in Economics from the Wharton School, where he graduated Magna Cum Laude.

Guest - Abe Finkelstein, General Partner at Vintage Investment Partners

howardlindzon.com, vintage-ip.com

Twitter: @howardlindzon, @PanicwFriends, @Vintage_Inv, @knutjensen

linkedin.com/in/abe-finkelstein

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:40)
Welcome Abe. (04:09)
Starting a career in finance. (06:17)
Moving to Israel. (07:25)
Getting Vintage off the ground. (10:25)
Living through multiple market cycles. (10:57)
Deploying funds across three geographies. (11:37)
Making few direct investments recently. (12:47)
The disconnect in public and private markets. (13:17)
A world with 10 Softbanks. (15:11)
Younger managers have never seen a downturn. (16:31)
Start learning the underlying portfolios. (22:15)
Living in Israel. (23:06)
Panicked about traveling again. (29:31)
Waiting for the next $10, or $100 billion Israeli company over the next 10 years. (30:16)
Looking towards Europe. (31:33)
Intrigued by web3 and the gaming ecosystem. (32:37)
Favorite cities to visit. (34:07)
Wrapping it up. (38:48)
Closing thoughts. (39:44)

The WSJ's own Spencer Jakab - Research Analyst Turned Journalist on the Revolution that Wasn't (EP.206) Jun 16, 2022

My special guest today is Spencer Jakab from the Wall Street Journal – I say special because I’m doing something I rarely do – talking about stuff that’s fascinating to me. Normally I’m fascinated by the people, but don’t understand half the stuff we talk about because I’m learning; whether it’s crypto or trading. This episode is near and dear to my heart because we’ve got a true journalist on the show, not because he went to journalism school, but because after spending a decade at Credit Suisse, Spencer went out and learned journalism on the job. He’s the editor of the Wall Street Journal’s Heard on the Street column, and he recently published The Revolution That Wasn’t. And Spencer is one of the good guys. We’ve hung out quite a bit – he’s always been supportive of community and he understands what it’s like to build brand and how hard it is to survive in the financial world. It’s safe to say he’ll be a recurring guest here on Panic. Enjoy the episode.

Guest - Spencer Jakab, Journalist and Author of the book “The Revolution That Wasn’t”

howardlindzon.com, spencerjakab.com/buy-my-book

Twitter: @howardlindzon, @PanicwFriends, @Spencerjakab, @knutjensen

spencer.jakab@wjs.com

linkedin.com/in/spencer-jakab-43b635b

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:40)
Welcome Spencer. (04:22)
Working for Rupert Murdoch. (04:43)
Moving from Research Analyst to Journalist. (06:40)
Using the Print Edition to spot developing stories and trends. (08:06)
The revolution that wasn't. (11:17)
Robinhood, Wall Street Bets, and Gambling Culture. (11:52)
Cornering the Market. (14:50)
Retail versus 'The Suits'. (16:23)
It went down in real time on Twitter. (20:45)
From immigrant to Columbia. (23:15)
Bull Market geniuses. (25:27)
The fintech disruption that wasn't. (26:36)
Addressing the retirement crisis. (27:44)
Painful lessons for young people. (28:20)
Bit by the gambling bug. (29:21)
Fear and Greed. (33:42)
Getting on the financial ladder has never been easier. (37:06)
Dealing with the old guard. (38:04)
The need to educate investors. (39:02)
It's all Jesse Livermore 2.0. (41:23)
SEC should do their job. (43:31)
Being careful about leverage. (45:01)
Wrapping it up. (47:21)
Closing thoughts. (48:34)

Ross Mason of Dig Ventures on Going Down the Crypto/NFT Rabbit Hole (EP.205) Jun 09, 2022

My buddy Ross is back for round two of Panic. He’s the open source guru who started Mulesoft – which was well covered in our previous interview (EP.103) – but today we’re going down the crypto/NFT rabbit hole. And if there’s anybody outside of Fred Wilson, Chris Dixon, and the people at Multicoin I’d trust on this topic, it’s Ross. That’s because he’s the king of open source. A crown I’ve bestowed on him, mostly because he’s the only one I know in open source. Not only is Ross a unicorn founder, he’s also a seed investor in a unicorn through his fund, Dig Ventures. He’s been on both sides of the table, which is why I brought him in as a board member for $SLAC the SPAC. Nowadays Ross splits his time between Switzerland and Amsterdam, one of my top five favorite cities in the world. I’ll be catching up with Ross in Amsterdam this week! Be sure to follow along on Twitter.

Guest - Ross Mason, Founder at Dig Ventures

howardlindzon.com, dig.ventures

Twitter: @howardlindzon, @rossmason, @dig_ventures, @PanicwFriends, @knutjensen

linkedin.com/in/ross-mason

#fintech #invest #investment #venturecapital #stockmarket #finance

EP.103: https://open.spotify.com/episode/4Hq5nGVsLmLepCIRfSGHWr

Show Notes:

Introduction. (00:39)
Welcome Ross. (05:51)
Best cities in the world. (06:04)
Leaving Mulesoft for good. (08:34)
Leveraging the social networks (09:06)
Digging into web3 whitepapers. (10:07)
The Holy Grail of Open Source. (12:24)
Down the crypto rabbit hole. (13:24)
Crypto’s gaming angle. (15:10)
NFTs as assets. (16:33)
You’re going to get scammed. (19:17)
Manufactured urgency, but it’s fun. (22:49)
Living with the drawdowns. (23:41)
The thesis for minting your own coin. (26:03)
Creating a ‘carry’ token. (27:40)
Can centralization fix the scams? (30:49)
Build your community the correct way. (31:48)
Helping founders (33:52)
Public tech meltdown (38:47)
Long bitcoin and ethereum. (39:52)
The need for middleware connections. (40:34)
Amsterdam's web3 culture. (42:19)
The thing about FIFA. (46:07)
Wrapping it up. (47:39)
Closing thoughts. (49:12)

Market Technician Helene Meisler of RealMoney.com on Price, Sentiment, and 'Groping' for a Bear Market Bottom (EP.204) Jun 02, 2022

Today’s guest is a master of the markets. I’ve been following her work since the start of TheStreet.com. To say she’s a fan of the markets is an understatement. Helene got started in the markets in 1982 at Cowen and Co and then moved on to Goldman Sachs where she was their first ever technical analyst. And she learned early on that if you're going to work at Goldman you're going to put your money where your mouth is. Today she’s a mentor to thousands, if not tens of thousands, of people that like to think clearly about the markets and learn about technical analysis and price and sentiment – all the things that make markets work. The stories are fantastic – the weird dynamics you have to deal with when running people's money, being an analyst, and building stock charts by hand – she’s a legend with a great sense of humor. You can find her on FinTwit talking about all this stuff every day.

Guest - Helene Meisler, Financial Markets Analyst and Columnist for RealMoney.com

howardlindzon.com, RealMoney.com, realmoney.thestreet.com

Twitter: @howardlindzon, @hmeisler, @realmoney, @PanicwFriends, @knutjensen

linkedin.com/in/helene-meisler-4a783153

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction. (00:42)
Welcome Helene. (03:21)
Helene lands on Wall Street in 1982. (05:02)
Becoming a market technician by working with a mentor. (07:55)
Are you a technical analyst, or just a chart reader? (11:30)
There's no "one" correct way - her style might not work for you. (12:42)
Moving to Goldman Sachs. (13:56)
The General Motors $GM trade. (15:20)
Calls that shook her confidence. (20:35)
Entering a Bear Market in 2021. (25:15)
Tops and Bottoms aren't built in a day. (27:16)
Working with Jim Cramer. (27:41)
Reacting to "V" bottoms in the market. (30:48)
Helene's typical day as a market technician. (33:26)
The pain of a broad market decline. (38:43)
Wrapping it up. (43:42)
Closing thoughts. (45:35)

Mike Dudas of 6th Man Ventures on Crypto/NFTs, LinksDAO, and Applying a DAO Model to Biotech (EP.203) May 26, 2022

Today’s guest is someone I’ve hung out with a few times, but mostly we’ve banged into each other on Twitter over the years. Mike Dudas is a fireball of creativity. He got the nickname ‘Foodas’ because his weight bounces around like Oprah. And I call him the White, Jewish Oprah. I’m an LP in his fund, 6th Man Ventures, which he started with his pal Serge Kassardjian. Before that Mike was the founder of The Block, where I was a small personal investor who tried to talk him out of doing that. He’s been on every side of the field, up and down and around; VC Investor, Founder, Trader, you name it. Mike was the co-founder of Button, a mobile marketing platform. He’s worked at Google, Braintree/Venmo, and PayPal. Mike started his career in corporate M&A at Disney. He’s got a BA from Stanford and an MBA from Kellogg. There’s a lot to learn here, and I hope you enjoy this episode as much as I enjoyed recording it.

Guest - Mike Dudas, Co-founder at 6th Man Ventures

howardlindzon.com, 6thman.ventures

Twitter: @howardlindzon, @PanicwFriends, @mdudas, @knutjensen

linkedin.com/in/mdudas

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction (00:38)
Welcome Mike Dudas to Panic with Friends (05:07)
Mike founds The Block around the end of the first crypto bubble and gets Howard’s advice. (06:16)
Being in the right role as a founder versus an operator. (09:31)
The business of Golf and the LinksDAO thesis. (11:16)
Operating and developing a high quality golf experience that’s accessible to everyone. (15:26)
If you don’t know crypto, just pay the 2 and 20. (19:34)
Using bitcoin as a store of value in a really high long-term inflation environment. (21:11)
Tokens allow you to have power in the network by incentivizing certain activities and helps with coordination. (22:21)
The smartest people in the world are not experts on which layer two solution will be dominant in five years time. (23:22)
We can't all be Zuckerbert; the world needs operators. (26:14)
Starting 6th Man Ventures. (26:38)
New York is back baby! (31:23)
Mike’s younger days and starting at Disney. (33:56)
The Vibe bio project. A DAO model for getting drug discovery through clinical trials and into development. (38:41)
Wrapping up. (40:39)
Closing thoughts. (42:19)

Ryan Spoon of Sorare on the Intersection of Fantasy Sports, Blockchain, and Community (EP.202) May 19, 2022

In this episode my good friend Ryan Spoon makes his Panic debut. We’ve known each other forever on the internet and met in person about seven years ago when Greg Bettinelliintroduced us at the Upfront conference. Ryan is a great connector – a super connector; and a platinum Social Leverage investor in all of our funds. Ryan is an operator extraordinaire. He was a senior vice president of digital and social at ESPN for eight years. He’s seen growth, he knows sports, he knows mobile, he knows entertainment. And now he’s the COO of Sorare – the intersection of fantasy sports, blockchain, and community. You’ve heard me say it often: the world needs operators. Everybody can start a company, everybody has an idea, and until a few months ago, everybody could raise money; put all this together and no one knows what the hell they’re doing and what we need are operators.

Guest - Ryan Spoon, COO at Sorare

howardlindzon.com, sorare.com, sorare.com/blog,

Twitter: @howardlindzon, @ryanspoon, @sorare, @PanicwFriends, @knutjensen

linkedin.com/in/ryanspoon

linkedin.com/company/sorare/

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

Introduction and a guest appearance by former President Donald Trump (00:40)
Welcome Ryan Spoon to Panic with Friends (06:16)
Ryan explains what it means to be a great “operator” (07:01)
Why Ryan was attracted to Sorare - the NFT based fantasy sports gaming company (08:42)
How Ryan met the Sorare founders through Benchmark (12:03)
What Ryan has had to learn about crypto and why there’s still much to learn (14:11)
The role of NFTs within fantasy sports (15:44)
How to get started and the onboarding experience (18:11)
Leveraging soccers global reach (19:41)
Why adding baseball is a no-brainer (25:14)
How professional athletes increase fandom and engagement (28:55)
Teaching your kids about investing (32:17)
Gambling - everything is regulated but kids can YOLO their last $200 of food money over the weekend (34:26)
What worries Ryan in 2022 coming out of COVID (38:03)
What is it about the holy grail of data that keeps Ryan excited (40:48)
Why Ryan is bonkers over Sleep 8 and getting a good night’s sleep (42:13)
How Benchmark and Sorare found each other (47:00)
Wrapping up and closing thoughts (47:57)

David Woo, former Wall Street Investment Strategist and CEO of David Woo Unbound on Global Macro and the Current Panic (EP.201) May 12, 2022

Today’s guest is David Woo, a former Wall Street Investment Strategist and now the CEO of David Woo Unbound, where he’s leveling the playing field for Main Street. His blog, podcast, and YouTube are a global forum promoting fact-based debates about markets, politics, and economics. David was previously the Head of Global Rates, Foreign Exchange, and Emerging Market Fixed Income and Economics Research at Bank of America. He holds a Ph.D in Economics from Columbia. We’re just over two years from the last market panic, and I thought it was important to bring him on to talk global macro since we find ourselves smack in the middle of another panic – inflation, rising interest rates, markets melting, and the possibility of total war. He’s got some really strong opinions, ideas, and forecasts I thought I should share. Enjoy!

Guest - David Woo, CEO of David Woo Unbound

howardlindzon.com, davidwoounbound.com

Twitter: @howardlindzon, @PanicwFriends, @davidwoounbound, @knutjensen

linkedin.com/in/david-woo-1479a492

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:43) – Intro
(05:08) – Welcome David Woo
(05:26) – The pivot in global macro
(09:00) – Tech won’t solve this
(11:01) – Global momentum is slowing
(18:23) – Waking the dragon
(20:26) – Energy is key
(25:16) – Pressure on the system
(36:09) – Profit margins under pressure
(37:01) – Looking at a recession?
(41:33) – Wall Street v. Main Street
(44:08) – Wrapping up
(47:46) – Closing thoughts

Former NBA Player Omri Casspi on Moving from the Locker Room to the Boardroom (EP.200) May 05, 2022

Today’s guest is former NBA player Omri Casspi. Notably, he’s the first Israeli drafted to play in the NBA, he’s the managing director of the Omri Casspi Foundation, he’s got a VC fund, he’s even got his own podcast. Omri is now part of this crossover group of athletes in the right place at the right time. Less than a year after retiring, he co-founded his fund Sheva (seven in Hebrew) with David Citron. Their $50 million fund is focused on pre-seed and seed stage high-tech startups. I had a chance to spend time one on one with Omri in Tel Aviv and am suitably impressed. (Full disclosure: I’m an investor in his fund.) And now he’s back for an in-depth discussion on moving from professional sports to investing. Enjoy.

Guest - Omri Casspi, Tech Investor, Partner at Sheva, Managing Director at the Omri Casspi Foundation

howardlindzon.com

Twitter: @howardlindzon, @Casspi18, @PanicwFriends, @knutjensen

linkedin.com/in/omri-casspi-3a575173

facebook.com/Omri

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:39) – Intro
(04:37) – Welcome Omri
(06:04) – The NBA draft
(12:17) – Moving back to Israel
(13:30) – Playing in the NBA
(14:06) – Similarities between sports teams and founders
(17:37) – Bringing value
(19:18) – Back to hoops
(26:06) – Web3 infrastructure play
(29:06) – Getting an investing edge
(30:36) – Helping founders succeed
(33:43) – Hosting a podcast
(35:21) – Screening investments
(37:30) – Israeli politics
(40:24) – The wallet is the thing
(42:48) – Wrapping up
(43:50) – Closing thoughts

Horace Dediu of Asymco on Humility as a Business Model and Deconstructing the Future of Micro Mobility (EP.199) Apr 28, 2022

Today’s guest is one of my favorite follows, and the reason I started following him is because in the old days everybody linked to everybody. That’s how the internet just worked. To get smart we linked, we shared, we discovered. Luckily I discovered Horace. He understood Apple. He studied and wrote about the company and helped me stay with Apple, not from talking specifically about the stock, but writing about what made Apple great. Horace now runs one of the best twitter streams, with a podcast arm, centered around micro mobility. If you like smart people and you like stuff that will actually help you make money, even though he’s not talking specifically about stocks, Horace will be your man. I hope you enjoy this episode, and you can be sure Horace will be a recurring guest here on Panic with Friends.

Guest - Horace Dediu, Founder and Author of Asymco.com, Partner at Relay Ventures

howardlindzon.com, asymco.com, micromobility.io

Twitter: @howardlindzon, @PanicwFriends, @hdediu, @asymco, @knutjensen

linkedin.com/in/dediu

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:40) – Intro
(04:25) – Welcome Horace
(06:19) – Writing on the mobile industry
(09:59) – Working at Nokia
(12:05) – Making smartphones for the masses
(13:37) – The battle between Microsoft and Nokia
(17:06) – Apple and the iPod
(19:57) – Horace starts blogging
(23:52) – Rumors of the Apple "car"
(25:21) – Communications is a commodity
(29:27) – 2008 Steve Jobs conference call
(32:57) – Humility as a business model
(38:24) – Wrapping up
(41:43) – Closing thoughts

Patrick Spence, CEO of Sonos, on Fighting Giants and Finding the Sweet Spot Where Fashion Meets Technology (EP.198) Apr 21, 2022

Today’s guest is an incredible leader building an incredible company. Patrick Spence is the CEO of Sonos ($SONO), a $3.5 billion dollar hardware audio company. I get excited because this is one of those companies I like to call fashology – where fashion meets technology. Patrick made his bones at Blackberry, fighting in a land of giants; taking on Apple and Google and Microsoft and Qualcomm. And at Sonos he continues to wage war in a world of giants, competing against the likes of Apple and Google. It’s a great growth story and I hope you enjoy it.

Guest - Patrick Spence, CEO at Sonos

howardlindzon.com, sonos.com

Twitter: @howardlindzon, @PanicwFriends, @Patrick_Spence, @Sonos, @knutjensen

linkedin.com/in/patrickspence

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:49) – Intro
(04:01) – Welcome Patrick
(06:33) – Taking the reins at Sonos
(10:05) – The background on Blackberry
(18:24) – Innovators Dilemma - Lessons from Blackberry
(24:23) – Taking on Big Tech
(26:18) – Hitting escape velocity
(29:06) – Peter Lynch - Buying what you know
(30:02) – Partnering with IKEA
(36:36) – Partnerships and Collaboration
(40:20) – Tackling the Supply Chain
(42:09) – Remote work and company culture
(45:27) – Wrapping up
(47:05) – Closing thoughts

Marc Rubinstein of Net Interest on the Fed, Markets, Fintech, and the Economy (EP.197) Apr 14, 2022

I went a little selfish with this episode and geeked out with a super smart person on the Fed, the markets, tech, fintech, lending and the economy. I’m talking with one of my favorite financial bloggers, Marc Rubinstein. Marc is retired from Lansdowne Partners, one of Europe’s largest hedge funds. While there, he advised on a US $4 billion global long/short financials equity fund. Now Marc is an active value investor and early-stage fintech investor, as well as the author of the popular weekly financial newsletter, Net Interest. He’s also a contributor to Bloomberg Opinion. I hope you enjoy this conversation as much as I did.

Guest - Marc Rubinstein, Finance writer at Netinterest - Weekly newsletter on financial sector themes, and Former Hedge Fund Manager.

howardlindzon.com, netinterest.co

Twitter: @howardlindzon, @PanicwFriends, @MarcRuby, @knutjensen

linkedin.com/in/marc-rubinstein

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:39) – Intro
(04:33) – Welcome Marc
(05:07) – Best part of living in London
(06:14) – Getting started in the markets
(09:05) – Top-down thinking about risk
(11:47) – Panicking about the Fed panicking
(16:17) – The lending side of fintech
(23:15) – Private investment & the IPO market
(29:43) – Growth and the cloud-based economy
(33:17) – Multiple disruptions of Western Union
(34:40) – Circling back to the Fed
(37:06) – Banks actually do go bust
(38:54) – Wrapping up
(40:31) – Closing thoughts

Sina Nader of FTX on Crypto, the Compounding Power of Social Leverage and Closing Larry David (EP.196) Apr 07, 2022

I haven’t met today’s guest in person, yet I consider him a brother. He’s a master of business development. He’s a master at brand. Sina has seen inside the belly of the beast as Robinhood’s first head of crypto during a period of hyper growth where millions are signing up and you have to hold on just to stay alive. Prior to that, he co-founded one of the earliest crypto fund of funds. But he started his career on the dark side with Morgan Stanley, and later Credit Suisse. Now Sina is performing magic in the fast-paced world of crypto on behalf of FTX. He got his BA from UC Berkeley and an MBA from USC. Needless to say, Sina will be a regular on Panic with Friends.

Guest - Sina Nader, Head of Partnerships at FTX.US

howardlindzon.com, FTX.US

Twitter: @howardlindzon, @PanicwFriends, @FTX_US, @SinaNader33, @knutjensen

linkedin.com/in/sinanader

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:48) – Intro
(05:39) – Welcome Sina
(07:42) – Crypto Fund of Funds
(12:17) – 96 percent of the world still isn't in Crypto
(14:37) – Bitcoin as a seat at the table (Carl Icahn)
(16:45) – Genesis of a Super Bowl Commercial
(22:51) – Pitching Larry David
(25:20) – A "spreadsheet in the sky"
(38:04) – Connecting with SBF
(41:54) – Keeping the momentum going
(50:37) – The importance of compliance and regulation
(55:45) – Wrapping it up
(56:38) – Closing thoughts

Josh Guttman of Small Door on Reimagining the Veterinary Experience and the War for Talent (EP.195) Mar 31, 2022

My good friend Josh is the co-founder and CEO of Small Door, a startup that is completely overhauling the pet care industry with a tech-infused membership model. It’s a magical bricks-and-mortar meets software experience. And we go deep on what it takes to build a retail-physical-software company smack in the middle of a global pandemic. Prior to co-founding Small Door, Josh was a successful investor at Softbank, and before that he was part of the management team at public company Outbrain ($OB). I’m a personal investor in the company, so let’s just say Josh is probably going to need a bigger door when I bring my horse in to his West Village location.

Guest - Josh Guttman, Founder at Small Door

howardlindzon.com, smalldoorvet.com

Twitter: @howardlindzon, @PanicwFriends, @JGut, @SmallDoorVet, @knutjensen

linkedin.com/in/joshguttman

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:38) – Intro
(03:10) – Welcome Josh
(06:15) – Disrupting pet care
(09:26) – Planning, research and executing
(10:49) – Launching in a pandemic
(13:08) – Reaching profitability
(16:18) – Scaling brick and mortar
(22:21) – High-end offerings
(27:15) – Working on something mission driven
(28:37) – The war for talent
(32:56) – Fundraising during a pandemic
(34:12) – Dealing with Private Equity
(39:59) – Wrapping it up
(40:53) – Closing thoughts

Jack Abraham of Atomic - The Startup Studio Launching and Scaling Multiple Companies Worth Billions (EP.194) Mar 24, 2022

I’m excited about our guest today. Jack’s been doing startups from a young age. In his early twenties he started a company called Milo, which ended up being acquired by eBay for around $80-90m. Since then he’s been using a studio model at Atomic; the “two pizza team” principle. His dynamic teams have been busy churning out innovative ideas that scale into billion dollar companies. Jack moved the firm to Miami over the pandemic and hasn’t looked back. I would encourage anyone young listening to this to definitely go out and build. There’s a lot to build, lots of problems to solve and things to fix. Just do it.

Guest - Jack Abraham, Founder, CEO and Managing Partner at Atomic.vc

howardlindzon.com, atomic.vc, atomic.vc/futurefounders/

Twitter: @howardlindzon, @PanicwFriends, @jackabraham, @knutjensen

linkedin.com/in/jackabraham

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:40) – Intro
(03:35) – Welcome Jack
(04:23) – Moving to Miami
(08:27) – Major firms in Miami
(13:46) – The epicenter of the startup scene
(18:34) – Founding Milo
(27:12) – Getting acquired by eBay
(31:50) – Meeting and mentoring Entrepreneurs
(32:53) – Delivery by building the last mile at scale
(36:19) – Complexity of the studio model
(39:20) – Innovating with "two pizza" teams
(42:43) – Avoiding the traps of the studio model
(44:17) – Looking for the compounders
(44:35) – OpenStore - Liquidity drives progress
(50:10) – Two public companies outside of FAANG
(53:16) – Labor participation and inflation
(53:39) – Technology improves productivity
(57:21) – Closing thoughts

Dorrian Porter, CEO of Vestaboard, on Pushing a Rock Up a Mountain (EP.193) Mar 17, 2022

You know what we do here on Panic. We talk about entrepreneurs and founders and investors looking for inspiration and trends. Today’s guest is the epitome of a grinder. Dorrian Porter is the founder and CEO of Vestaboard. Maybe I’m biased because I’m a small personal investor, but it took him a long time to create the hardware. It’s really where art meets science meets technology. And I love it. It’s rare you meet a founder who is truly pushing a rock up a mountain. I hope you enjoy listening as much as I enjoyed my conversation with Dorrian.

Guest - Dorrian Porter, Founder & CEO at Vestaboard

howardlindzon.com, vestaboard.com

Twitter: @howardlindzon, @PanicwFriends, @dgp, @vestaboard, @knutjensen

linkedin.com/in/dorrianporter

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:39) – Intro
(05:17) – Welcome Dorrian
(05:57) – The elevator pitch
(08:02) – The inspiration for Vestaboard
(15:12) – Designing and manufacturing
(17:26) – Concept to shipping product
(21:10) – The reality of the supply chain
(26:10) – Economies of scale to lower prices
(28:45) – The magic and aesthetic for kids
(31:26) – Getting the software right
(32:49) – Celebrity customers
(35:11) – Using data to delight customers
(40:50) – Getting the core product right first
(43:45) – Art as a communication platform
(51:01) – Closing thoughts

Kyle Samani of Multicoin on Accelerating the Adoption of Sovereign Software, Designing Token Systems that Capture Value, and Why Composability is the Key to Crypto (EP.192) Mar 10, 2022

I’ve got Kyle Samani back for his third appearance on Panic with Friends. As unusual, Kyle does a fantastic job of breaking down crypto with compelling use cases that will leave you with a better understanding of where we’ve been and where the promise of Web3 will take us. I’ve been a personal LP in his fund since it started in 2017, with positive results even through the brutal Crypto Winter of 2018/19. This episode piggybacks last weeks episode with Tushar Jain, Kyle’s co-founder at Multicoin Capital. Listen to them both. You’ll walk away realizing the inevitability of Web3 and where the major trends in technology are developing.

Guest - Kyle Samani, Co-Founder and Managing Partner of Multicoin Capital

Multicoin Summit Keynote

howardlindzon.com, multicoin.capital

Twitter: @howardlindzon, @PanicwFriends, @kylesamani, @multicoincap, @knutjensen

linkedin.com/in/kylesamani

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:37) – Intro
(03:38) – The biggest change from the multitude of crypto pullbacks
(04:45) – Growth and estimates of individual crypto holders
(05:30) – Changes in how people access information
(07:48) – Trading platforms are a commodity
(09:23) – The 'flippening' from stocks to crypto
(10:27) – Composability explained
(13:45) – Building higher order apps on top of existing things
(16:11) – Importance of latency and throughput
(17:45) – Accelerating the adoption of sovereign software
(19:54) – How things are different now
(23:04) – The case for compute (Render)
(28:20) – Designing a token system that captures value
(32:07) – Fleshing out the Web3 infrastructure
(32:17) – Defining Web3
(34:25) – Web3 compliments Web2
(35:41) – Understanding competing blockchains
(38:47) – Binance, FTX, and Coinbase
(43:46) – Closing thoughts

Tushar Jain of Multicoin on Crypto: Sovereign Software, Surviving a Brutal Winter and Seeing Through the Fog (EP.191) Mar 03, 2022

I’m really excited to have special guest Tushar Jain on the pod. He’s the co-founder and managing partner of Multicoin. We talk about the current crypto market, what it was like in the 2018/19 bear market, and what we can expect with crypto/web3 on a 2 to 5 year time horizon. We discuss The Graph, Helium, and Render. We’re still at the beginning with crypto, which means volatility is here now, but the future is out there; we’ve been in a blackberry moment, web3’s iPhone moment is coming. This tech bear market we’re in right now may be the catalyst that gets people focused on the next big thing.

Guest - Tushar Jain, Co-Founder and Managing Partner of Multicoin

howardlindzon.com, multicoin.capital

Twitter: @howardlindzon, @PanicwFriends, @TusharJain_, @multicoincap, @knutjensen

linkedin.com/in/tjain251

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:37) - Intro
(02:21) - Schmuck insurance
(05:30) - Accelerating the adoption of sovereign software
(07:28) - Ethereum - First big aha moment
(10:02) - Starting an investment firm
(14:41) - Timing crypto tops and bottoms
(16:58) - Betting on The Graph
(24:55) - Defining web3
(25:28) - Censorship resistant, neutral, permissionless
(25:44) - No toll, no excess rents
(27:12) - Your private key is the most important thing
(29:37) - The Helium business model for deploying networks
(40:04) - Everyone's trying to build the smartphone equivalent of web3
(40:35) - A clear vision for crypto
(43:24) - Excited about UXD
(44:56) - Semiconductors, Mining, and Compute
(47:00) - Closing thoughts

Panic Special with Howard - A Hint of Panic Over the Great Roundtrip (EP.190) Feb 24, 2022

The markets are in turmoil, and while this is an evergreen podcast, I thought it was important to put this episode out now and address what’s currently going on in the markets because we’re having our first real Panic since March of 2020. We kept our cool back then, but this panic we’re in now is very focused on a specific group of companies. It’s mainly focused on technology companies that are doing well, but are just overvalued.

Host - Howard Lindzon, Managing Partner at Social Leverage, and Host of Panic With Friends Podcast

Co-Host - Knut Jensen, Sidekick and Producer of Panic With Friends Podcast

howardlindzon.com, socialleverage.com

Twitter: @howardlindzon, @socialLeverage, @knutjensen

linkedin.com/in/howardlindzon

linkedin.com/in/knutejensen

linkedin.com/company/socialleverage

Odd Lots podcast with Joe Weisenthal and Tracy Alloway

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:42) - Intro
(03:27) - Listener questions
(04:13) - For any Whoop employees listening
(04:28) - What is the Great Roundtrip and what can we learn from it?
(05:46) - Poster child ARK’s Cathie Wood
(06:29) - The FANG stayed intact for the most part
(07:26) - We don’t have a full market crash
(08:22) - Great investors will find the companies that emerge
(08:51) - Cloudflare, Shopify, and Zoom
(09:48) - 8 to 80 brands with great margins
(11:24) - Are the markets as connected as I thought?
(11:44) - Private markets acting more efficiently than public
(12:31) - Public market equivalent selloff of 50, 60, 70 percent
(14:16) - A nasty correction in pricing for private companies
(15:11) - Eventually these are connected markets
(15:38) - What excites me moving forward
(16:00) - Tech outperforms over the long haul
(16:44) - If energy stays up, high tech will win
(17:07) - Figuring out how to get rid of carbon
(17:31) - While everybody chases energy, tech will win the day
(18:11) - Tech stocks are not 1999
(21:45) - We need balance, but the show is about trends
(22:07) - Closing thoughts

Yoshi Yokokawa of Alpaca on Fintech, ReCaps, and the Stress of Losing Momentum at an Early Stage Startup (EP.189) Feb 17, 2022

I'm excited to bring one of my favorite guests back for his second round of Panic: Yoshi Yokokowa, founder of Alpaca, a Social Leverage Fund III portfolio company. Coming to you all the way from Japan, Yoshi is here to talk fintech, the stress of a recap, and the stress of losing momentum at an early stage. And to all those founders out there listening, we don't talk about recaps or losing momentum much because it's not fun. But people pricing their companies to perfection in the first year, should be careful what they wish for; things can and do go sideways.

Guest - Yoshi Yokokawa, Co-Founder and CEO at Alpaca

howardlindzon.com, alpaca.markets

Twitter: @howardlindzon, @PanicwFriends, @iyoshyoshi, @AlpacaHQ, @knutjensen

linkedin.com/in/yoshiyokokawa

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:39) – Show intro
(04:50) – Introducing Yoshi
(05:46) – Quick summation of Alpaca
(08:44) – A distributed global workforce
(10:32) – Extreme tailwinds in the fintech industry
(11:46) – The "Great Round Trip"
(13:14) – A macro bet on owning the stack
(14:40) – Disrupters, incumbents, and wallet share
(17:10) – Not everybody gets a balloon and lollipop
(19:08) – Transparency and how things work
(19:45) – Open source. Like water/public utility
(22:02) – The 'sameness' of financial services
(22:14) – Leveraging information asymmetry
(23:36) – Advice to Robinhood
(24:12) – Understanding your customers
(24:56) – Laying some digital pipe
(26:48) – Advice to fintech founders
(32:34) – Filling the gap for certain regions
(37:03) – Creating more convenience peer-to-peer
(37:48) – Keeping up with fintech trends
(42:06) – Closing thoughts

Justin Reis of WatchBox on Creating Value through Community and Passion (EP.188) Feb 10, 2022

It’s 2022 and the memes will go on, but hopefully investors will get wiser and smarter. But a world in which energy is the best performing asset bores the hell out of me, so I decided to bring Justin Reis of Watchbox back for a second round of Panic. He’s quickly becoming one of my favorite guests. I’ve long been fascinated by all things watches, and Justin is my go-to expert on buying, selling, and trading pre-owned luxury watches. I hope you enjoy our chat on creating value through the power of community and passion.

(Full disclosure: Social Leverage is an investor in Watchbox through a single purpose vehicle.)

Guest - Justin Reis, Co-Founder and Global CEO at WatchBox

howardlindzon.com, thewatchbox.com

Twitter: @PanicwFriends, @howardlindzon, @watchbox_global, @knutjensen

linkedin.com/in/justin-reis-633925188

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:11) – Show intro
(03:16) – Introducing Justin
(04:23) – The macro environment
(06:05) – Changes in market conditions
(06:56) – Average selling prices on Watchbox
(10:06) – Bringing liquidity through a store of value
(11:16) – Leveraging Brand Equity
(13:19) – Building trust through community
(16:34) – The pop-up model meets high-end retail
(17:43) – Customer retention and building loyalty
(26:11) – Looking at the underlying trends
(28:45) – It isn't fun if you can't share the passion
(30:16) – Size of the primary and secondary watch market
(33:10) – The best watch for the beginning collector
(35:02) – Howard's home address and safe combination
(36:50) – Limited production timepieces
(39:01) – Pros and cons of running a public company
(40:13) – Your mom probably listens to Panic with Friends
(43:03) – The value creation inherent in community
(44:06) – Closing thoughts

Rob Koyfman of Koyfin on Fundamentals, What’s Happening in the Market, and Building Tools that Level the Playing Field (EP.187) Feb 03, 2022

I last sat down with Rob back in April of 2019 and we discussed the best tools for researching stocks. A lot has changed since then. 2022 is going to come down to fundamentals. Up until now it’s been a party, but the Fed is deciding to rein in the 50 year party of loose money. Stocks trading at 100 times revenue are now at 40 times, or even 20 times revenue. We’re at a point where it’s time to look at the numbers. Rob and I discuss fundamentals, what’s happening in the market, and how he thinks about building a product for a world that hasn’t cared about fundamentals for a long time.

.

Guest - Rob Koyfman, Co-founder and CEO at Koyfin

howardlindzon.com, koyfin.com

Twitter: @howardlindzon, @KoyfinCharts, @koyfman, @knutjensen

linkedin.com/in/rob-koyfman-8b693317

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:11) – Show intro
(04:26) – Introducing Rob
(06:59) – Seeing a turn in the market
(08:59) – Rob gets the Stock Market bug
(11:02) – A Bloomberg for everyone
(13:18) – Organizing and delivering the data
(17:48) – Relating one stock to another via fundamentals
(28:26) – Solving real fintech data problems
(31:50) – Individual investors want professional tools
(35:15) – A reduction in liquidity and Fed raising rates
(39:20) – Market pricing in rate hikes
(42:36) – Capping the commodity cycle
(46:34) – Looking at the generally accepted fundamentals of crypto
(52:46) – Closing thoughts

Mark Gerson of GLG on Charity, Investing, Inflation, and Valuations (EP.186) Jan 27, 2022

You yutes have it so good. Mark and I used to walk up hill in the snow both ways to school, we had Hebrew class 8 days a week, and we had to read actual books at an actual library. I first met Mark about 15 years ago in the early days of Stocktwits; at the Macanudo Cigar bar. We talk charitable work, market cycles, investing, inflation, and valuation. It was good to catch up. I hope you enjoy our conversation and appreciate how good you have it.

Guest - Mark Gerson, Chairman at African Mission Healthcare, United Hatzalah of Israel, and Host of The Rabbi’s Husband Podcast. Co-founder at Gerson Lehrman Group GLG

howardlindzon.com, israelrescue.org, AfricanMissionHealthcare.org, therabbishusband.com, glginsights.com

Twitter: @howardlindzon, @markgerson, @knutjensen

linkedin.com/in/mark-gerson-26631

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(00:04) – Show intro
(04:17) – Introducing Mark
(08:03) – Investing ideas Mark's passionate about
(12:18) – Developing an addiction to exercise
(12:46) – The best self-help book ever
(15:04) – Charity: The power of a well-deployed dollar
(17:30) – Three minutes separate life and death
(20:54) – The 'ambicycle'
(28:39) – Separate the urgent from the important
(31:08) – Education - not one system fits all
(31:14) – Investing in the markets
(32:48) – Cycles do exist
(33:36) – Tiny bubbles
(34:06) – Valuation is important
(35:28) – Inflation will have significant effects
(38:06) – Saying inflation is temporary isn't helpful
(39:32) – Closing thoughts

Kelvin Beachum Jr of The Arizona Cardinals on on Investing, Leveraging your Network, and Parenting with Intention (EP.185) Jan 20, 2022

It's Arizona Cardinal Kelvin Beachum Jr's second appearance on Panic with Friends, but he also holds the distinction of being the first in-person guest in our brand new studio! Kelvin is now in his 10th season in the NFL, and he's an investor at heart. He caught the bug early in his NFL career from teammates; there were many locker room conversations on traditional investing, real estate, and of late, even NFTs. He's into startups too, always looking for what's new and innovative. Basically what's next, whether that's crypto, web3, or the metaverse. Kelvin continues to build an incredible network in the venture capital world. I hope you enjoy our conversation.

Guest - Kelvin Beachum, Offensive Lineman at Arizona Cardinals, 2021 Walter Payton Man of the Year nominee

howardlindzon.com, kelvinbeachum.com, nfl.com/honors/man-of-the-year/nominees/2021/cardinals

Twitter: @howardlindzon, @KelvinBeachumJr, @knutjensen

linkedin.com/in/kb2smu

#fintech #invest #investment #venturecapital #stockmarket #finance

Show Notes:

(1:56) - Introduction to Kelvin
(4:26) - Best locker room in the NFL
(8:55) - Information overload / Filter failure
(10:04) - Joe Montana leverages the Valley
(13:53) - Watching your favorite quarterback
(15:39) - Let's talk about investing
(17:26) - When the deal flow is on a roll
(21:02) - The importance of relationships
(24:20) - Being "leveraged" from all points on the planet
(25:12) - Looking over the shoulders of digital natives
(27:46) - As a parent we just have to be intentional with whatever we do
(29:29) - Let's don't bring up golf dude!
(31:33) - Career longevity
(35:04) - Everybody's punching up because that's how social works
(36:16) - Sleep is fitness
(48:15) - Closing thoughts

Jeff Richards of GGV Capital on the Cloud, Digital Health, E-Commerce, and the Digitization of Everything (EP.184) Jan 13, 2022

We're off to a bit of a rocky start to the new year. And that's why I called in my friend Jeff Richards to help make sense of it all. This episode marks Jeff's fourth stop on Panic with Friends since we started almost 2 years ago. People talk about bubbles all day, and I've been talking about these tiny bubbles we're witnessing right now --the ones that just pricked. So Jeff's here to talk about fundamentals versus valuations and the big picture as we come 70, 80, 90 percent, whatever it is, out of COVID for better or worse.

Guest - Jeff Richards, Managing partner at GGV Capital

howardlindzon.com, ggvc.com

Twitter: @howardlindzon, @jrichlive, @GGVCapital, @knutjensen

linkedin.com/in/jeffrichards

#fintech #invest #investment #venturecapital #stockmarket #finance

Sam Jones of Ooooo.com on the Live-Stream Economy (EP.183) Jan 06, 2022

We welcome Sam Jones, Co-founder and CEO of OOOOO, back to the show to discuss his evolving plans for building a technology platform that helps brands and entrepreneurs share their products and services through live, interactive, shoppable videos. I’m a small investor in the company, and hope you’ll be OOOOO so excited about the future of the live-stream.

Guest - Sam Jones, Co-founder and CEO at OOOOO.com

howardlindzon.com, ooooo.com

Twitter: @howardlindzon, @ooooobloke, @knutjensen

linkedin.com/in/sam-jones-0a16533

#fintech #invest #investment #venturecapital #stockmarket #finance

Panic With Friends: The Year Ahead in Public and Private Markets (EP.182) Dec 30, 2021

It's our last Panic of 2021. Knut and I take a look at what’s coming in 2022. But you can’t look ahead without taking a look back, so we discuss what we’ve learned from traders and investors and operators over the past year; and some themes like Miami, NFTs, TANG, Crypto, tiny bubbles, and speculation is entertainment. Looking ahead at the new version of the web, web3 or whatever you want to call it, it’s more than just ‘decentralization’ and the blockchain. We’ll need great companies that will be defined by skilled operators.

Hosts - Howard Lindzon, Managing Partner at Social Leverage, and Host of Panic With Friends Podcast. Knut Jensen, Sidekick and Producer of Panic With Friends Podcast

howardlindzon.com, socialleverage.com

Twitter: @howardlindzon, @SocialLeverage, @knutjensen

linkedin.com/in/howardlindzon

linkedin.com/in/knutejensen

linkedin.com/company/socialleverage

#fintech #invest #investment #venturecapital #stockmarket #finance

Frank Rotman of QED Investors - Fintech Operator Turned Fintech Investor (EP.181) Dec 23, 2021

My guest today is a fintech operator turned investor. Frank is the real deal. He spent almost 13 years at CapitalOne, is the co-founder of QED Investors, and made the Midas List of Top 100 Investors four times. Everybody is a fanboy of somebody, and I’m a fanboy of Frank for sure – because he’s just raised a billion dollars, and he has the amazing ability to spot leaders in the fintech space. So sit back and listen and learn.

Guest - Frank Rotman, Co-Founder, Partner and Head of Domestic Investments at QED Investors

howardlindzon.com, qedinvestors.com

Twitter: @howardlindzon, @fintechjunkie, @QEDInvestors, @knutjensen

linkedin.com/in/frank-rotman

#fintech #invest #investment #venturecapital #stockmarket #finance

Matteo Franceschetti of Eight Sleep on Founding, Health, and Sleep Fitness (EP.180) Dec 16, 2021

As long term listeners know, I struggle with sleep. I'm in perfect health with an incredible body and an incredible mind, yet perfect sleep continues to elude me. Luckily, the O'Shaughnessy's chimed in on one of my twitter rants and pointed the way to today's guest, Matteo Franceschetti. Matteo is the co-founder and CEO of Eight Sleep. Part of our discussion is a fascinating look into sleep, an area that consumes about a third of our lives; and has a massive impact on our health and longevity. In addition, we cover Matteo's previous startups, his experience with Y Combinator, and what it takes to grow a 'hardware' company in an environment where software is eating the world.

Guest - Matteo Franceschetti, Co-Founder & CEO at Eight Sleep

howardlindzon.com, eightsleep.com

Twitter: @howardlindzon, @m_franceschetti, @eightsleep, @knutjensen

linkedin.com/in/matteofranceschetti

#fintech #invest #investment #venturecapital #stockmarket #finance

Eren Bali & Russell Fradin of Carbon Health on Providing High Quality Healthcare at Low Prices (EP.179) Dec 09, 2021

On this episode we’ve got not one, but two legends; Eren Bali and Russ Fradin. Now they're both working together on a company called Carbon Health. Eren founded it and Russ invested in it. Eren’s last company, Udemy, recently filed to go public. Russ was an investor in Udemy. We can’t talk much about Udemy since that’s a quiet period, but we dive into Carbon Health and learn a bit about healthcare from somebody who actually understands it and is trying to fix the system.

Guests - Eren Bali, Co-Founder & CEO, and Russell Fradin, Vice Chairman at Carbon Health

howardlindzon.com, carbonhealth.com

Twitter: @howardlindzon, @erenbali, @rfradin, @CarbonHealth, @knutjensen

linkedin.com/in/rfradin

linkedin.com/in/erenbali

#fintech #invest #investment #venturecapital #stockmarket #finance

Justin Overdorff of Lightspeed on Increasing the GDP of the Internet, and a Macro View of the Fintech Economy (EP.178) Dec 02, 2021

In a Panic with Friends first, I give myself the applause dub for some advice I’d passed to Justin back in 2014. I told him there are so many interesting things happening in fintech broadly, in the big picture, that if he wanted to go work on something for ten years that was really interesting and unknown, but with high asymmetric upside; then making that bet is probably a good move. And that’s just what he did. Justin spent about five years at Stripe, the biggest company you’ve never heard of, unless of course you’re in fintech. He’s now at Lightspeed, and we’re in our first deal together, Payitoff. We discuss all of this, how Justin sees a post-Stripe world, and his inevitable transition to venture capital. Enjoy!

Guest - Justin Overdorff, Partner at Lightspeed Venture Partners

howardlindzon.com, lsvp.com

Twitter: @howardlindzon, @jmover, @lightspeedvp, @knutjensen

linkedin.com/in/jmover

#fintech #invest #investment #venturecapital #stockmarket #finance

Roy Erez & Roy Rubin of R-Squared Ventures on How they Think about Investing, Networking, and the Future (EP.177) Nov 25, 2021

What’s better than one Roy? Two! We’ve got Roy Erez and Roy Rubin from R-Squared Ventures on the show today. The two have teamed up to invest in Fintech, Enterprise/SMB SaaS, Marketplaces, and Digital Commerce. They’ve both founded, run, scaled, and sold businesses where they stayed on as corporate executives post acquisition. As angels, they’ve invested in over a few dozen startups, and they’re both passionate about supporting the companies and founders they back. I think you’re really going to enjoy this episode.

Guests - Roy Rubin and Roy Erez, Co-Founders at R-Squared Ventures

howardlindzon.com, R2VC.com

Twitter: @howardlindzon, @royrubin05, @royerez, @knutjensen

https://www.linkedin.com/in/royrubin

https://www.linkedin.com/in/royerez

#fintech #invest #investment #venturecapital #stockmarket #finance

Michelle Zatlyn of Cloudflare on Building a Better Internet (EP.176) Nov 18, 2021

On this episode, my good friend and fellow Canadian, Michelle Zatlyn, stops by to talk about building a better internet. This feels like the right time in the right moment to talk about the internet, and Michelle is just the right person to talk with. She’s the Co-Founder, President and COO of Cloudflare, the company that helps the internet work. We discuss security, how things really work on the internet, where Cloudflare is headed, and how you grow even faster during COVID.

Guest - Michelle Zatlyn, Co-Founder, President and COO at Cloudflare

howardlindzon.com, cloudflare.com

Twitter: @howardlindzon, @zatlyn, @Cloudflare, @knutjensen

linkedin.com/in/michellezatlyn

#fintech #invest #investment #venturecapital #stockmarket #finance

Dave Girouard of Upstart on AI-enabled Lending, Reimagining Credit Scores, and Remote Work (EP.175) Nov 11, 2021

Dave is the founder and CEO of Upstart, the first consumer lending platform to use Machine Learning (ML) to price credit and automate the borrowing process. Prior to founding Upstart, Dave was President of Google Enterprise and built Google's billion-dollar cloud apps business worldwide, including product development, sales, marketing, and customer support. He started in Silicon Valley as a Product Manager at Apple and was an associate in Booz Allen's Information Technology practice. We cover the joy and glory of building a $25 billion plus company in just about nine years, and as we rarely get a public CEO on, I’ve got a lot of questions. We talk about business and the markets and lending and interest rates – pretty much how all these things work. Plus we get into remote work, raising venture capital, and the long slug of it all. Enjoy!

Guest - Dave Girouard, Founder and CEO at Upstart

howardlindzon.com, upstart.com

Twitter: @howardlindzon, @davegirouard, @upstart, @knutjensen

linkedin.com/in/davegirouard

#fintech #invest #investment #venturecapital #stockmarket #finance

Alex Danco of Shopify on Biotech, E-commerce, Fintech, and the Joys of Parenting (EP.174) Nov 04, 2021

We’ve got Alex in the house for Round 2. He’s one of my favorite reads, one of my favorite thinkers; and works for one of my favorite companies: Shopify. (Well, maybe second only to Netflix) Alex has some real in-depth experience because of his time at Social Capital, he reads endlessly, thinks about fintech, and obviously understands e-commerce. We cover all that, discuss the joys of parenting, and round out with his really big passion around biotech.

Guest - Alex Danco of Shopify Money

howardlindzon.com, shopify.com, alexdanco.com

Newsletter: danco.substack.com

Twitter: @howardlindzon, @Alex_Danco, @knutjensen

linkedin.com/in/alexdanco

#fintech #invest #investment #venturecapital #stockmarket #finance

David Sacks of Craft Ventures on the Future of Social-Audio, Jewish Mothers, and a Thousand Unicorns (EP.173) Oct 28, 2021

This week’s episode features a new friend, David Sacks. Maybe you’ve heard of PayPal? David was their first COO. He’s been in the room with Elon, Peter, and Max. David’s the founder of Yammer, turned around Zenefits as interim CEO, and founded Craft Ventures. Add investments in Facebook, Uber, Space X, Palantir, Airbnb and Houzz. He’s also co-host of the All-In Podcast. But today he’s here to talk about the future. And it’s so bright, we’re gonna have to wear shades!

Guest - David Sacks, Co-Founder and GP at Craft Ventures, Founder at Callin

howardlindzon.com, craftventures.com, allinpodcast.co

Twitter: @howardlindzon, @DavidSacks, @theallinpod, @craft_ventures, @getcallin, @knutjensen

linkedin.com/in/davidoliversacks

#fintech #invest #investment #venturecapital #stockmarket #finance

Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172) Oct 21, 2021

Charlie Bilello is a veteran of the show and is back to talk markets, markets, markets. I like to catch up on the markets once a quarter – I could talk about the markets every day, but we’ve got a lot of stuff going on. And we love having Charlie on because he’s always prepared. We discuss zero percent rates and why the Fed is buying mortgages, the stealth bear market, and the delta wave impact on micro trends. So, come fly the friendly skies with me… Investing is easy!

Guest - Charlie Bilello, Founder and CEO at Compound Capital Advisors

howardlindzon.com, compoundadvisors.com, compoundadvisors.com/newsletter

Twitter: @howardlindzon, @charliebilello, @knutjensen, @jetstarcapital

#fintech #invest #investment #venturecapital #stockmarket #finance

Rob Petrozzo of Rally on Classic Cars, Dinosaur Bones, and Crypto Punks (EP.171) Oct 14, 2021

Today’s guest is Rob Petrozzo. He’s the co-founder and Chief Product Officer of Rally. I’m a seed investor in Rally through Social Leverage going way back, and Rob knows his topic so well. He's a marketing culture person. I’m not saying you can’t learn this stuff, but it really just oozes out of his skin. Collectibles are 'right now'; and it's just opened up to the masses. It feels like it's on a rocketship about to take off. There's big money looking for the best in class and finding their way back to historic rarities. That on-ramp now exists for everyone at Rally.

Guest - Rob Petrozzo, Co-Founder and CPO at Rally

howardlindzon.com, rallyrd.com

Twitter: @howardlindzon, @robpetrozzo, @OnRallyRd, @knutjensen @jetstarcapital

linkedin.com/in/robpetrozzo

#fintech #invest #investment #venturecapital #stockmarket #finance

Nick Adler of The Unified, on Crypto, Collectibles, Culture, Community, and More (EP.170) Oct 07, 2021

On today’s episode I’m hanging out with my new friend, Nick Adler. I’m not sure the best way to describe him - he’s a lawyer, entertainment wiz, and works with the one and only Snoop Dogg himself. They’ve gone on a massive run together, and we get into crypto and NFTs and collectibles and digital. There’s so much movement, there’s so much happening, and celebrity culture is at the center of it. It’s a blank canvas if you’re willing to be adventurous and take chances. Nick also has his own Podcast: Who’s buying this sh!t.

Guest - Nick Adler, Founder of The Unified, and longtime business partner of Snoop Dogg.

howardlindzon.com, soundcloud.com/whosbuyingthisshit

Twitter: @howardlindzon, @nickyads, @knutjensen

linkedin.com/in/nicholas-adler-3051587

#fintech #invest #investment #venturecapital #stockmarket #finance

Garry Tan of Initialized Capital on Crazy Cap Tables, Crypto and Finding Balance in a World of Endless Opportunities (EP.169) Sep 30, 2021

Today we're excited to have Garry Tan from Initialized Capital. His resume is bananas. Garry is a Stanford grad, a Y Combinator alum, and a seed investor in Coinbase. We cover his early days with Posterous, cutting his teeth at Y Combinator, founding Initialized Capital, and his media moves on YouTube. Get an inside seat on what makes a great entrepreneur, founder, and investor. Garry's a big fan of the show, and it's safe to say he'll become a regular.

Guest - Garry Tan, Co-Founder and Managing Partner at Initialized Capital

howardlindzon.com, initialized.com, youtube.com/garrytan

Twitter: @howardlindzon, @garrytan, @knutjensen

youtube.com/garrytan

#fintech #invest #investment #venturecapital #stockmarket #finance

Greg Bettinelli of Upfront Ventures on 'Walking Tall', Large Secondary Markets, and Innovation (EP.168) Sep 23, 2021

On this episode we discuss how the movie Let it Ride is the original speculation meme - long before Wall Street Bets was cool. We talk about why Greg’s panicked about fires. And of course, we talk markets – finding those markets where the secondary market can be bigger than the primary market. How this is all leading to the fractionalizing of shares; and the eventual need for a regulatory framework. We close with the figurative fires of how much is happening around consumer and business behavior, particularly post COVID, and Greg’s search for great teams in what he calls the “founder-market fit”

Guest - Greg Bettinelli, Partner at Upfront Ventures

howardlindzon.com, upfront.com

Twitter: @howardlindzon, @gregbettinelli, @upfrontvc, @knutjensen

linkedin.com/in/gregbettinelli

#fintech #invest #investment #venturecapital #stockmarket #finance

Ryan Hoover of Product Hunt and Weekend Fund on Starting, Building, and Investing (EP.167) Sep 16, 2021

In this episode we cover the early days building Product Hunt in the Tenderloin district, Ryan's move to Miami, and raising money naked in the age of Zoom. After a stint at a video game company in Eugene, Ryan found his way to San Francisco where he worked at a startup called Playhaven. He spent three and a half years building a network, relationships, and blogging. He was curious about discovering great products and wrote a newsletter, which led to Product Hunt. Once he sold Product Hunt to AngelList, Ryan switched hats to become an investor with Weekend Fund. We talk a little crypto, building communities, and round out our conversation with the three favorite public companies he’d buy tomorrow, regardless of price.

Guest - Ryan Hoover, Investor at Weekend Fund and Founder of Product Hunt

howardlindzon.com, weekend.fund, producthunt.com, ryanhoover.me

Twitter: @howardlindzon, @rrhoover, @knutjensen

linkedin.com/in/ryanrhoover

#fintech #invest #investment #venturecapital #stockmarket #finance

John Street Capital on the Markets, Retail Investing, Regulation and Why He’s Bullish on Crypto (EP.165) Sep 02, 2021

On this week’s episode, we brought back a very special guest and probably one of the top 5 smartest people I know — John Street Capital. While he remains anonymous on the internet, he’s a good friend of the podcast. What makes John Street so unique is his deep understanding of everything from infrastructure, tech, banking, corporate development, VCs, trading, and more. John Street spends most of his time producing some incredibly thoughtful content on Medium. If you listen to John Street, I promise you’ll have a more clear understanding of how the markets work. On top of having such an insightful guest, I also had Don Nitti, a former Panic guest and portfolio manager, join me to help co-host this episode. In this episode, the guys and I talk about liquidity, private and public markets, exchange and crossover funds, why John Street is bullish on crypto, DeFi, regulations, buying the dip, retail investing, Coinbase, Citadel, Robinhood, Square, and more. Enjoy!

Guest - John Street Capital

howardlindzon.com, john-street-capital.medium.com

Twitter: @howardlindzon, @JohnStCapital, @knutjensen @jetstarcapital

#fintech #invest #investment #venturecapital #stockmarket #finance

Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164) Aug 26, 2021

Ram Parameswaran has been dominating growth and “crossover” investing for years. He’s got an incredible mind and is a fantastic sharer of ideas, trends, themes, and insights. I’ve had Ram on the podcast in the past to discuss his background and investing thesis. So I figured it was about time to bring him back on to talk about the future, markets, and more. Ram’s firm Octahedron Capital is a crossover fund that invests in the internet economy. But before striking out on his own to start his own firm, Ram was doing big things at the multi-billion dollar firm Altimeter Capital (I’ve actually been a fan of Altimeter founder Brad Gerstner for some time and have shared links to his work in the past). Ram also has some big names in his past investments, including a pre-IPO Uber, Google and TikTok parent Bytedance. In this episode, Ram and I talk about investing in and demystifying the media’s views of China, regulation, building infrastructure, investing in tech, no-brainer investments, SPACs, and companies like Amazon, Uber, Roobinhood, and more. Enjoy!

Guest - Ram Parameswaran, Founder and CIO at Octahedron Capital

howardlindzon.com, octahedroncapital.com

Twitter: @howardlindzon, @_ram_, @knutjensen, @jetstarcapital

linkedin.com/in/ramparameswaran

#fintech #invest #investment #venturecapital #stockmarket #finance

Julie VerHage-Greenberg of Fintech Today on the Future of Media, Fintech, and Trading (EP.163) Aug 19, 2021

If anyone knows fintech — it’s Julie VerHage-Greenberg. She was one of Bloomberg’s first fintech reporters and even covered Robinhood from before it was a billion dollar company. Since her time at Bloomberg, Julie has gone on to build her own media and newsletter company. Fintech Today is a community and media/content company focused on the fintech startup ecosystem for investors, entrepreneurs and operators in the space. On top of her founder duties, Julie is also an angel investor, startup advisor, podcast host, group fitness instructor, running coach, and yoga teacher. It’s alway fun to have reporters and fellow podcast hosts like Julie on Panic with Friends and ask them some questions for a change. In this episode, Julie and I talk about her jump to and building a fintech product, API, Robinhood, BNPL, Bitcoin, the gamification of trading, financial education, and more. Enjoy!

Guest - Julie VerHage-Greenberg, Co-Founder at Fintech Today

howardlindzon.com, fintechtoday.co

Twitter: @howardlindzon, @julieverhage, @Fintechtoday_, @knutjensen

linkedin.com/in/Julie-verhage-greenberg-1748801b

#fintech #invest #investment #venturecapital #stockmarket #finance

Raoul Pal of Real Vision on Blockchain, Asset Allocation, and Harnessing the Power of Your Community (EP.162) Aug 12, 2021

Raoul Pal leads Real Vision as co-founder and CEO. I’m a big fan and investor in Real Vision — a company with the goal of democratizing the very best of financial intelligence through media and video. Raoul has a history of managing hedge funds, and he was also one of a relatively small number of investors to predict the mortgage crisis of 2008–2009. Basically — he knows his stuff. I’ve also had Raoul on as a past Panic with Friends guest, and I loved getting his insights on the markets and crypto. So I figured it was time to give him another call and chat about what’s been happening in everything from the markets to tech since our last time together. In this episode, Raoul and I talk about the growing blockchain space, decentralization, crypto, the power of Twitter as a community, growing companies like FTX, asset allocation, inflation, and more. Enjoy!

Guest - Raoul Pal, Co-Founder and CEO of Real Vision Group

howardlindzon.com, realvision.com

Twitter: @howardlindzon, @RaoulGMI, @RealVision, @knutjensen, @Nikita_Arora17

https://www.linkedin.com/in/raoul-pal-real-vision

#fintech #invest #investment #venturecapital #stockmarket #finance

Yoni Assia of eToro on Dogecoin, the Rise of Retail Investors, and the Future of Crypto (EP.161) Aug 05, 2021

I brought back Yoni Assia for another guest appearance on Panic with Friends. He is a good friend of mine who's been in the crypto space for a while now. Recently, I even got to catch up with him in Miami, which you can read about on my blog. I first met Yoni back in 2010. He was one of the first people to talk to me about Bitcoin, and I was immediately sold on the brokerage he was starting, eToro. Back then, I was telling all the venture capitalists I knew eToro was like “Zynga, but for men.” So, we invested. And I’m glad I did. eToro is now an over $10 billion Israeli social trading and multi-asset brokerage. They recently added 3.1 million new users in the first quarter of 2021 and clocked in 5.2 million users for the full year 2020. In total, eToro has reported 20 million registered users. In this episode, Yoni and I talk about Dogecoin, the most interesting characters in crypto space, eToro, capital markets, the rise of retail investors, “fashionology,” blockchain, SPACs, trends, liquidity, art, and more. Enjoy!

Guest - Yoni Assia, Co-Founder and CEO at eToro

howardlindzon.com, eToro.com

Twitter: @howardlindzon, @yoniassia, @eToro, @eToroUS, @eToroX @knutjensen, @Nikita_Arora17

https://www.linkedin.com/in/yoniassia

#fintech #invest #investment #venturecapital #stockmarket #finance

JC Parets of All Star Charts on the Bull Market, Risk Management, and Why You Can’t Teach Away Crazy (EP.160) Jul 29, 2021

JC Parets is a good friend of mine who I first met back when I started Stocktwits, and he’s back for his second Panic with Friends episode. As the founder of All Star Charts, JC lives and breathes all things charts. If there’s a chart in front of him, you can bet he’ll have a strong opinion about it. His company All Star Charts is a technical analysis publication for everyone from hedge funds, to financial advisors, to individual investors. I was more than happy to bring JC back on to get his perspective on the markets and have a few laughs with him in the process. It’s fun to have market pros with such infectious energy like JC on that I can talk to for free, but I’d be happy to pay for his ideas and thoughts too. In this episode, JC and I go deep on the bull market, option strategy, the best technical indicator, gold, risk management, data, paying for ideas, and more. Enjoy!

Guest - JC Parets, CMT, President and Founder at Allstarcharts.com

howardlindzon.com, Allstarcharts.com

Twitter: @howardlindzon, @Allstarcharts, @knutjensen, @Nikita_Arora17

https://www.linkedin.com/in/jcparetscmt

#fintech #invest #investment #venturecapital #stockmarket #finance

Sam Bankman-Fried of FTX on Futures, the Global Scale of Crypto and More (EP.159) Jul 22, 2021

For this week’s episode, we’re chatting with Sam Bankman-Fried. He’s a 29-year-old vegan living in Hong Kong. Oh, and he’s also a crypto billionaire with a huge cult following of fans around the world. Sam is the founder of two impressive companies: Alameda and FTX. His claim to fame came after capitalizing on the South Korean crypto kimchi premium (not the fermented food) and building FTX. Founded just a few years ago in 2017, FTX is one of the fastest growing digital asset exchanges in the world. I’ve had my eye on FTX for a while now and was excited to sit down with Sam to get his thoughts on the state of crypto markets and where he sees it going. In this week’s episode, Sam and I talk about his background, how he gets it all done, his preferred way to relax, living in Hong Kong versus the United States, stablecoins (and why they matter), crypto, defi, blockchain, derivatives, regulations, who he looks up to in the crypto space, and more. Enjoy!

Guest - Sam Bankman-Fried, Founder and CEO of FTX

howardlindzon.com, ftx.com

Twitter: @howardlindzon, @SBF_Alameda, @FTX_Official, @knutjensen, @Nikita_Arora17

https://www.linkedin.com/in/sam-bankman-fried-8367a346

#fintech #invest #investment #venturecapital #stockmarket #finance

Michael Sonnenshein of Grayscale Investments on Why Crypto is Here to Stay (EP.158) Jul 15, 2021

On this week’s episode we brought on Michael Sonnenshein. He is the CEO of Grayscale Investments, a company that entered the world of crypto back in its earliest days. Starting as an account executive in 2014, Michael worked his way up under the guidance of Grayscale founder Barry Silbert and recently took the reins as their CEO earlier this year. He is an impressive, driven, and smart guy with formidable experience. Grayscale Investments is a big player in the crypto space, with the largest bitcoin investment product ($GBTC) and plans to ramp up an ETF. Grayscale is the world’s largest digital currency asset manager, which currently has $40 billion in assets under management and 14 different investment funds. They’re making crypto mainstream and helping everyday investors looking to buy Bitcoin on the stock market. In this episode, Michael and I talk about Grayscale’s success, crypto, retail investing, security, ETFs, decentralized finance, volatility, and more. Enjoy!

Guest - Michael Sonnenshein, CEO at Grayscale Investments

howardlindzon.com, grayscale.co

Twitter: @howardlindzon, @sonnenshein, @knutjensen, @Nikita_Arora17

linkedin.com/in/michaelsonnenshein

#fintech #invest #investment #venturecapital #stockmarket #finance

Ben Hunt of Epsilon Theory on Inflation, Financial Raccoons, and Crypto’s “The Empire Strikes Back” Era (EP.157) Jul 08, 2021

Ben Hunt is back for his third Panic with Friends appearance. Ben is co-founder and writer for Epsilon Theory, a newsletter and website that examines markets through game theory and history. He is is a great writer, investor, and an activist for people to stop being dumb (my words, not his). Ben wants you to invest with your head on straight, which is something I am a strong supporter of. He has helped navigate us through the ups and downs of the crypto space in his past appearances, and this episode is no exception. You can listen to his first and second appearances anywhere you get podcasts. This time around – and following our crypto conversation with Vinny Lingham from last week’s episode – Ben is giving his take on the bitcoin narrative. In this episode, I talked with Ben about his farm, raccoons (the real and financial kind), decentralization, the markets, how the bitcoin narrative has changed posts-crash, gold, the influence of Elon Musk, pricing power, why inflation is here to stay, and more. Enjoy!

Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory, @knutjensen, @Nikita_Arora17

linkedin.com/in/bhunt

#fintech #invest #investment #venturecapital #stockmarket #finance

Vinny Lingham of Civic on What’s Next for Crypto Following the Epic Crash (EP.156) Jul 01, 2021

In this week’s episode, I brought on Vinny Lingham – an entrepreneur, founder, prolific crypto investor, and decentralization pied piper. Vinny is an old friend who I first met back at a fintech conference in Ireland. We quickly hit it off after a round of golf and idea pitching. He has been in the crypto space since the beginning and has even been called a crypto ‘oracle’ due to his accurate bitcoin predictions. I figured he would be the perfect person to catch up with and get a point of view from following the recent epic crash in crypto. Vinny puts his crypto knowledge to use as co-founder and CEO of Civic, a blockchain-powered tech company that Social Leverage was also an early investor in. I truly believe in Vinny and the work he’s doing. In addition to his work at Civic, Vinny is a general partner at Multicoin Capital (a name you may recognize from past Panic guest Kyle Samani) and co-founder of the South African VC Newtown Partners. In this episode, Vinny and I talk about decentralization, crypto, the long-term scalability of bitcoin, blockchain, virtual intelligence, data privacy, and more. Enjoy!

Guest - Vinny Lingham, CEO & Co-Founder of Civic

howardlindzon.com, civic.com

Twitter: @howardlindzon, @VinnyLingham, @civickey, @knutjensen, @Nikita_Arora17

https://www.linkedin.com/in/vinnylingham

https://www.linkedin.com/companies/civic-technologies

#fintech #invest #investment #venturecapital #stockmarket #finance

Jeff Richards of GGV Capital on Why He’s Bullish on Fintech and the Post-COVID Rebound (EP.155) Jun 24, 2021

For this week’s episode, I brought on my friend Jeff Richards for his third Panic with Friends appearance. In case you can’t tell, I never get tired of talking to him. Jeff is a great friend and an even greater thinker. And he just keeps picking winners. Jeff is managing partner at GGV Capital, a $9 billion global venture firm. He focuses mainly on enterprise, cloud, and marketplace investments. It’s been great having him on the podcast during different stages of the pandemic to get his thoughts and assess where we’re going. In Jeff’s first Panic appearance, he offered a sense of much needed calm back when everyone was panicking. In his second appearance, Jeff gave insight into the fintech boom and the post-COVID future of investing. This time around, I wanted to check back in with him about tech, growth, and the future. In this episode, I chatted with Jeff about infrastructure, fintech, the digital economy, crypto, cloud, ecommerce, and categories and trends coming strong out of the pandemic. And of course we had to talk about golf for a bit too. Enjoy!

Guest - Jeff Richards, Managing partner GGV Capital

howardlindzon.com, ggvc.com

Twitter: @howardlindzon, @jrichlive, @GGVCapital, @knutjensen, @Nikita_Arora17

linkedin.com/in/jeffrichards

#fintech #invest #investment #venturecapital #stockmarket #finance

Justin Reis of WatchBox on How Tech is Revitalizing the Already Timeless Luxury Watch Market (EP.154) Jun 17, 2021

This episode we’re talking about a subject near and dear to my heart: watches. Watches continue to be a timeless investment piece synonymous with value. And as someone who has collected over 50 watches, I was super excited to bring on Justin Reis of WatchBox to learn more about the growing tech-enabled luxury commerce market. WatchBox is the world’s leading platform for the buying, selling, and trading of pre-owned luxury watches, with offices in the U.S., Hong Kong, Switzerland, Singapore, and Dubai. In this episode, Justin talks with my co-hosts and I all about the luxury commerce market, WatchBox’s hybrid high-tech high-touch model, how their service works, the typical WatchBox customer, having value in brand equity, WatchBox TV, collectability, the rise in Apple and other tech watches, NFTS, and more. I also offered up some great dating tips this episode, which I know everyone was dying to hear about!

Guest - Justin Reis, Co-Founder and Global CEO at WatchBox

howardlindzon.com, thewatchbox.com

Twitter: @howardlindzon, @watchbox_global, @knutjensen, @Nikita_Arora17

https://www.linkedin.com/in/justin-reis-633925188

#fintech #invest #investment #venturecapital #stockmarket #finance

Jim Lanzone, CEO of Tinder, on the Internet’s Battle for Attention (EP.153) Jun 10, 2021

Jim Lanzone is somewhat of a legend in the internet industry. He’s racked up over 20 years of experience in the space, with former CEO titles at companies like Ask.com (formerly Ask Jeeves), Clicker Media (which he founded) and CBS Interactive (where he was my boss for a brief moment). Currently, he is the CEO of the popular online dating and networking app, Tinder. It was great to have someone like Jim on to not only offer his insights on all things media, streaming, and the internet – but also help give some tips to our Panic co-host Nikita on her own adventures into the world of online dating. In this episode, we chatted with Jim about branding, growth, the early days of video, his experiences as a CEO, content consumption, generational trends in dating, brands he’s rooting for and more. Enjoy!

Guest - Jim Lanzone, CEO of Tinder

howardlindzon.com, tinder.com

Twitter: @howardlindzon, @jlanzone, @Tinder, @knutjensen @Nikita_Arora17

linkedin.com/in/jimlanzone

#fintech #invest #investment #venturecapital #stockmarket #finance

Charlie Bilello of Compound Capital Advisors on Inflation and Irrational Exuberance (EP.152) Jun 03, 2021

My good friend Charlie Bilello is back for his second episode of Panic with Friends. He originally came on way back for episode two of our show and offered insights on the markets during peak COVID panic. If you go back and listen, you’ll see Charlie actually got a lot right. So now I figured it would be a good time to check back in with him as we make our way out of the COVID panic. Charlie has over a decade of experience as an analyst, lawyer, CPA, and overall nerd about the markets and money. But he’s more than just my crazy smart friend, I’ve also partnered with Charlie at his company Compound Capital Advisors. There, he oversees all facets of the firm, from research, to portfolio management, to product development, to content creation, to investor relationships. In this episode, we talk about inflation, the markets, crypto, shifts in trends, SPACs, irrational exuberance, bonds, the next generation of investors, and more. Enjoy!

Guest - Charlie Bilello, Founder and CEO at Compound Capital Advisors

howardlindzon.com, compoundadvisors.com, compoundadvisors.com/newsletter

Twitter: @howardlindzon, @charliebilello, @knutjensen, @Nikita_Arora17

#fintech #invest #investment #venturecapital #stockmarket #finance

Dan McMurtrie of Tyro Partners on Information Overload and Behavioral Investing (EP.151) May 27, 2021

Dan McMurtie is a 28-year-old founder, portfolio manager, and Twitter legend more commonly known to his nearly 60,000 followers as @SuperMugatu. He’s an insanely funny, original and inspiring guy who knows a lot about social media, maintaining an audience and the behavioral side of investing. Dan’s New York-based hedge fund, Tyro Partners LLC, focuses on trends and supply chains driving technology, healthcare, industrial, and consumer markets. In this episode, we cover a lot of topics: Dan’s big social media break, Wall Street culture, crypto, information overload, the 90% rule, Warren Buffett’s cult-like branding, the markets, and more. Enjoy!

Guest - Dan McMurtrie, Co-founder and CEO at Tyro Partners LLC

howardlindzon.com, tyropartners.com

Twitter: @howardlindzon, @SuperMugatu, @tyropartners, @AnchorlessBD, @knutjensen, @Nikita_Arora17

linkedin.com/in/danmcmurtrie

#fintech #invest #investment #venturecapital #stockmarket #finance

Kyle Samani of Multicoin Capital on the future of Crypto (EP.150) May 20, 2021

Happy 150th episode of Panic with Friends! Thank you all for putting up with me 150 episodes; here’s to the next 150. For this episode, we are continuing to dive into crypto – a topic I’ve been fascinated by and discussing on the podcast for a while now. I’ve been astounded by the traction crypto has gotten, and there’s no better person to help give some context to what’s going on in this growing space than Kyle Samani. Kyle is co-founder and managing partner at Multicoin Capital, a firm that invests in all things crypto (including companies and tokens). I am a personal LP in his fund starting in 2017, and they have had positive results for me so far including the brutal bear market in crypto that began in January 2018. His firm is continuing to see excellent growth, just recently raising their second fund. He also came on the podcast back in October to discuss the “Wild West” of crypto and express his skepticism. A lot has changed just in those 8 months since his first appearance. This time around, we talked about how the crypto industry has evolved, what we can expect from crypto in the future, spotting trends, raising his second fund, decentralization and more. Enjoy!

Guest - Kyle Samani, Co-Founder and Managing Partner of Multicoin Capital

howardlindzon.com, multicoin.capital

Twitter: @howardlindzon, @kylesamani, @Nikita_Arora17, @knutjensen

linkedin.com/in/kylesamani

#fintech #invest #investment #venturecapital #stockmarket #finance

Nithin Kamath of Zerodha on India’s Growing Market Opportunities (EP.149) May 13, 2021

Not only are we on the heels of our 150th episode, but we’re bringing in a new face (or rather voice) to join Knut and me in hosting Panic with Friends – Nikita Arora. Nikita is a fellow Canadian working at Social Leverage in a Principal role helping us as we raise fund four and grow our firm. In this episode of Panic, entrepreneur, founder, and CEO of Zerodha Nithin Kamath calls in and joins us all the way from Bengaluru, india. Nithin spent over a decade trading the markets for a living since he was 17 years old. After feeling the fatigue of day trading, Nithin started his company Zerodha with the intention of being a catalyst for change and started a brokerage firm that traders didn't have. Zerodha focuses on building the best tools and services for traders and investors in India. In short, Zerodha basically puts Robinhood to shame. On top of the amazing work Nithin does at Zerodha, he’s also a great person to look to for thought leadership. You can check out his views and insights in building businesses and trading the markets through his podcasts, social media, and blog posts over on his website. In this episode, the Social Leverage team and I talk with Nithin about trading in indian markets, entrepreneurship, his company and their overall strategy, crypto, India’s COVID crisis and more. Enjoy!

Guest - Nithin Kamath, Founder and CEO at Zerodha

howardlindzon.com, zerodha.com, rainmatter.org

Twitter: @howardlindzon, @Nithin0dha, @zerodhaonline, @Rainmatterin, @knutjensen, @Nikita_Arora17

linkedin.com/in/nithin-kamath-81136242

#fintech #invest #investment #venturecapital #stockmarket #finance

Katherine Rosa, Social Leverage’s SPAC (SLAC) Board Member & former JP Morgan Global Head of Alternative Investments, on Navigating Risk in the Growing World of Alternative Investments (EP.148) May 06, 2021

In this episode I had the pleasure of bringing on Katherine Rosa, a great investor, advisor and friend. Katherine is the former Global Head of Alternative Investments at JP Morgan and a current Board Member for Social Leverage’s SPAC. She has been in the banking world for quite some time, starting out at JP Morgan as a product specialist in the early 90s. So it’s great to have someone who is as knowledgeable and experienced as Katherine not only a part of our Social Leverage team, but also as a guest on Panic with Friends. And even more exciting, this is Katherine’s first ever time on a podcast! In this episode, we talk about the world of alternative investments, retail and institutional investors, her time working at JP Morgan, the best and worst parts of her work, risk, her first great investment, what trends she’s excited about and more. Enjoy!

Guest - Katherine Rosa, Board Member at NYSE: SLAC and Retired, Global Head of Alternative Investments at JP Morgan.

howardlindzon.com

Twitter: @howardlindzon, @knutjensen

linkedin.com/in/katherine-rosa-72732721

#fintech #invest #investment #venturecapital #stockmarket #finance

Gregg Spiridellis of HiHo, StoryBots and JibJab, on the Old and New Internet (EP.147) Apr 29, 2021

Gregg is a super talented and creative entrepreneur, founder and storyteller. A former Goldman Sachs analyst, Gregg had a career shift and now works at the intersection of all things art, tech, and entertainment. Gregg is the co-creator, former CEO, writer and producer of Netflix’s StoryBots and co-founder and former CEO of JibJab, which was founded in 1999 and became somewhat of a legend in the history of the Internet. Now, Gregg is creating the Internet’s next best thing: HiHo. Gregg is HiHo’s CEO and co-founder, and I am also one of their investors. HiHo allows you to be in control of the conversations you engage with online, offering “asynchronous, threaded, vertical video conversations organized around areas of interest.” In this episode, Gregg and I talk about the future of video, apps, entrepreneurship, his companies, the old internet, what makes good content, algorithms, NFTs, decentralization and more.

Guest - Gregg Spiridellis, CEO and Co-founder at HiHo, Writer and Producer at StoryBots, and Co-founder of JibJab Media Inc.

howardlindzon.com, hiho.video

Twitter: @howardlindzon, @3GS, @HiHoVideo, @knutjensen

linkedin.com/in/greggspiridellis

#fintech #invest #investment #venturecapital #stockmarket #finance

Brad Feld of Foundry Group on Decentralization in a Post-COVID World (EP.146) Apr 22, 2021

I had the joy of having my great friend Brad Feld join me for his FOURTH appearance on Panic With Friends. Brad is Boulder-based early-stage investor, entrepreneur, writer, and speaker. More specifically, he is managing director of Foundry Group, founder of Techstars, and writer for the Startup Revolution series and his blog Feld Thoughts. Brad has also been a mentor and supporter of mine, investing in my previous company Wallstrip as well as Stocktwits. With over 30 years of experience in the field, Brad has dealt with and invested through his fair share of panics. So I couldn’t think of anyone better to talk to about the future coming out of the COVID pandemic. In this episode, Brad and I talk about his family and what their past year has looked like, building stronger communities, our post-COVID future, startup culture, decentralization and more.

Guest - Brad Feld, Managing Director at Foundry Group - Tech Stars, entrepreneur, venture capitalist, author

howardlindzon.com, foundrygroup.com, feld.com

Twitter: @howardlindzon, @bfeld, @knutjensen

linkedin.com/in/bfeld

#fintech #invest #investment #venturecapital #stockmarket #finance

Daniel Cohen of Cohen and Company on the Past, Present, and Future of the SPAC Craze (EP.145) Apr 15, 2021

If you want to learn about SPACs, look to Daniel Cohen. He has been with the SPAC phenomenon since the beginning and has been a major player in really innovating this space. He even inspired me to launch Social Leverage’s SPAC. In this episode, Daniel helps give some context into how the SPAC craze got to where it is today. Daniel is the Chairman of Cohen & Company and Managing Member of FinTech Masala, two SPAC powerhouses focused on Insurance and FinTech SPACs, president and CEO at FTAC Hera Acquisition Corp, chairman of Bancorp and former CEO of RAIT Financial Trust. Daniel’s a hustler, having launched 10 SPACs since his first deal in 2015 and currently working on his next. But as impressive as his resumé is, the most impressive aspect of Daniel’s career to me is that he works with his family. In fact, Daniel’s most notable and high-profile merger deal with eToro was with his mom Betsy Cohen. In this episode, Daniel and I chat about the SPAC craze’s opportunities and areas of concern, big data, money management, COVID’s impact on tech and business travel, working with his family and more.

Guest - Daniel G Cohen, President and CEO at FTAC Hera Acquisition Corp. (NASDAQ: HERA) and Chairman at Cohen & Company (Ticker - COHN)

howardlindzon.com, cohenandcompany.com

Twitter: @howardlindzon, @DanielCohenFTAC, @CohenCompanyAM, @knutjensen

linkedin.com/in/daniel-g-cohen

linkedIn.com/company/cohen-and-company-asset-management

#fintech #invest #investment #venturecapital #stockmarket #finance

Jens Hilgers of BITKRAFT Ventures on the Future of Gaming and ESports (EP.144) Apr 08, 2021

Jens Hilgers is a Berlin-based serial gaming entrepreneur. He’s been investing at the center of tech, gaming and esports since the late ‘90s – so he has seen esports journeys to the mainstream and sees where it’s going. Over the years, Jens has racked up a laundry list of titles, including co-founder and former CEO of ESL, co-founder and Chairman of G2 Esports and co-founder and former CEO of Bayes. Most notably, he is the founding general partner of the global early- and mid-stage gaming-focused investment company BITKRAFT Ventures. Jens has helped the firm reach impressive and success numbers. He oversaw the firm’s growth to a portfolio of over 50 companies. More recently, he helped BITKRAFT raise a $165M Venture Fund I in 2020. For someone who is widely considered one of esports’ first entrepreneurs, I can firmly say Jens lives up to the hype. In this episode, we talk about how COVID accelerated the esports trend, predictions of the future of esports, gaming EFTs, cloud gaming, virtual reality, digital citizenship, emerging markets and more.

Guest - Jens Hilgers, Founding General Partner Bitkraft Ventures

howardlindzon.com, Bitkraft.vc, masterthemeta.com

Twitter: @howardlindzon, @JensHilgers, @BitkraftVC, @knutjensen

linkedin.com/in/jenshilgers

linkedin.com/company/bitkraftvc

#fintech #invest #investment #venturecapital #stockmarket #finance

Jason Hirschhorn (Part 2) of REDEF on the Future of New Media and the Creator Economy (EP.143) Apr 01, 2021

I was excited about having Jason Hirschorn on as last week’s ‘Panic’ guest and am even more excited to bring him back on for round two! I have not met another person who is not just passionate about the media, but is eager and willing to share that knowledge with others. In part one, we covered Jason’s long history at MTV, Slingbox, News Corp and MySpace. In this episode, Jason and I talk about the future of media, the fall of cable, the creator economy, NFTs, newsletters, social media streaming, decentralization and more.

Guest - Jason Hirschhorn, CEO and Chief Curator at REDEF

howardlindzon.com, redef.com

Twitter: @howardlindzon, @JasonHirschhorn, @MediaREDEF, @knutjensen

linkedin.com/in/jason-hirschhorn-820a9b43

#fintech #invest #investment #venturecapital #stockmarket #finance

Jason Hirschhorn (Part 1) of REDEF on Digital Content Creation and Other Media Trends (EP.142) Mar 25, 2021

It’s always fun when we can take a break from talking about investing and veer toward other topics, especially when the person we’re talking to is such a legend in the field. So as a media geek, I was excited (and dare I say giddy) to have media extraordinaire Jason Hirschhorn on this episode. Jason has been around the media for a long time, holding previous presidential titles at MTV and MySpace. He’s also sat on some impressive directors and advisory boards, including MGM, Sundance Institute and Pandora. Jason has also probably watched every show across Netflix, Hulu, HBO Max, or any other streaming platform you can think of. So, he’s taken his vast knowledge of the intersection of tech, media and culture to create REDEF – a curated mix of the best and smartest articles, videos, movies and music across a range of fields. Think of Jason and REDEF as like your own personal DJ, mixing the best of all the media out there for an incredibly thoughtful and engaging experience. In this episode, Jason and I go in depth about all things media, the coolest job he’s had, how to fight unfair battles and his take on streaming platforms. He also shares a story about Bono you absolutely don’t want to miss (but you’ll have to wait until the end of the episode to hear it).

Guest - Jason Hirschhorn, CEO and Chief Curator at REDEF

howardlindzon.com, redef.com

Twitter: @howardlindzon, @JasonHirschhorn, @MediaREDEF, @knutjensen

linkedin.com/in/jason-hirschhorn-820a9b43

#fintech #invest #investment #venturecapital #stockmarket #finance

Jamie Wise of BUZZ Holdings on Measuring Social Sentiment (EP.141) Mar 18, 2021

On this week’s episode, I got the chance to talk with Jamie Wise, a fellow Canadian and the brains behind the hottest ETF on the markets right now. The VanEck Vectors Social Sentiment ETF, trading under $BUZZ, garnered a lot of buzz (pun intended) when it started trading on March 4 thanks in-part to backing from influential Barstool Sports founder Dave Portnoy. What’s exciting about the BUZZ ETF is that it uses AI to analyze investor sentiment across over 15 million online posts a month. The ETF currently holds 75 stocks with at least a $5 billion market cap. The power of measuring sentiment has been on my mind for a while; we even announced our own sentiment tracker at Stocktwits back in 2012. And on the heels of the GameStop event, conversations about sentiment and its power have never been more important. In this episode, Jamie and I chat about his company BUZZ Holdings, ETFs, measuring sentiment, algorithms, the GameStop event, the rise of the retail investor, how we approach the markets and more.

Guest - Jamie Wise, CFA, Founder and CEO of Buzz Holdings, & President and CEO at Periscope Capital

howardlindzon.com, investwithbuzz.com, periscopecap.com

Twitter: @howardlindzon, @investwithbuzz, @knutjensen

linkedin.com/in/jamie-wise-20133815

#fintech #invest #investment #venturecapital #stockmarket #finance

Sam Jones of OOOOO on His Radical Social Commerce App and the Business of Live Streaming (EP.140) Mar 11, 2021

This week’s Panic guest, Sam Jones, called in all the way from Oxford to chat with me. Sam is a good friend, unbelievable entrepreneur, and co-founder of the social commerce app “OOOOO.” I was lucky enough to be a small investor in the company. To put it simply, OOOOO is basically “Only Fans” meets commerce – enabling live entertainment commerce. While Sam started “OOOOO” only about a year ago, it has seen impressive growth and success. The work Sam is doing is fascinating and he thoughtfully explains it so well on the podcast. In this episode, Sam digs into ecommerce, OOOOO, his company’s growth and retail share model, China & Pinduoduo, his plans for a documentary, the culture and business of live streaming, and more.

Guest - Sam Jones, Co-founder and CEO at OOOOO.com

howardlindzon.com, ooooo.com

Twitter: @howardlindzon, @ooooobloke, @knutjensen

linkedin.com/in/sam-jones-0a16533

#fintech #invest #investment #venturecapital #stockmarket #finance

Jason Wild of JW Asset Management on Why You Should Invest in the Cannabis Industry (EP.139) Mar 04, 2021

This episode is a continuation of my quest to learn more about the growing trend toward investing in the cannabis industry. A former podcast guest and industry expert CB1 Capital’s Todd Harrison actually helped me connect with the guest of this week’s episode – Jason Wild. Jason is a former pharmacist turned cannabis investor extraordinaire. He is Chairman of the Board at the Canada-listed cannabis company TerrAscend and President of JW Asset Management. Currently, 70% of his over $2 billion under management is invested in cannabis. Jason not only understands the cannabis industry, but also the long history behind it, rooted in racism and bad laws, that has had a major impact in the U.S. In this episode, Jason and I chat all about the cannabis industry, including: its growth, financing, misconceptions, impact from COVID-19, the types of people who do well in this industry, Jason’s work and investments, licensing, changing laws, CBD, education, and criminal justice reform in this space.

Guest - Jason Wild, Chairman at TerrAscend, and President at JW Asset Management

howardlindzon.com, terrascend.com, jwfunds.com

Twitter: @howardlindzon, @JasonGWild, @knutjensen

linkedin.com/in/jason-wild-b8a7304

#fintech #invest #investment #venturecapital #stockmarket #finance

Jason Gardner of Marqeta, Inc. on Making It as a Fintech Entrepreneur (EP.138) Feb 25, 2021

I had the pleasure of chatting with fintech entrepreneur – and more importantly fellow ASU alum – Jason Gardner on this episode of Panic with Friends. Jason and I were originally introduced through our mutual friend and former Panic guest Ryan Gilbert. While it was fun to reminisce about our time at ASU on this episode, it was even more fun to talk about fintech and Jason’s insights on this booming sector. Jason is at the center of all things fintech. His unicorn company Marqeta, Inc. is “the world’s first open API modern card issuing platform,” which basically means his company makes your payments a whole lot easier. You probably already use Marqeta without even realizing it, with clients such as Uber, Instacart and DoorDash to name a few. In this episode, Jason and I talk about how he got interested in fintech, Marqeta’s origin and success story, open APIs, building capital, neobanks, China, Bitcoin and more.

Guest - Jason Gardner, Founder & CEO at Marqeta

howardlindzon.com, marqeta.com

Twitter: @howardlindzon, @jmgards, @knutjensen

linkedin.com/in/jasonmatthewgardner

#fintech #invest #investment #venturecapital #stockmarket #finance

Shopify President Harley Finkelstein on the Future of E-Commerce and Positioning Shopify as the Go-To Platform for Entrepreneurs (EP.137) Feb 18, 2021

I’ll jump on any opportunity to bring a fellow Jewish Canadian who shares my love of startups and tech on as a podcast guest. So after sliding into Shopify president Harley Finkelstein’s Twitter DMs and a couple calls later, I got to do just that. Harley’s hustle, spirit and overall success story perfectly embody Shopify’s mission. At only 35 years old, Harley is leading a company that has collectively driven more than $40 billion worth of sales and holds the title of “second largest check-out in America'' after Amazon. But Harley doesn’t want Shopfiy to just be an e-commerce/retail company; he wants it to be the go-to place for entrepreneurs. I hope after listening to this episode you’ll also understand Shopify and why I love it so much. In this episode, Harley and I chat about Shopify’s journey and success, his career path, law school, turning passion projects into the next big thing, scalability, the evolution of e-commerce and retail, entrepreneurship and more.

Guest - Harley Finkelstein, President at Shopify

howardlindzon.com, shopify.com

Twitter: @howardlindzon, @harleyf, @knutjensen

linkedin.com/in/harleyf

#fintech #invest #investment #venturecapital #stockmarket #finance

Joanne Wilson of Gotham Gal on How She’s Investing in New York’s Next Big Industries (EP.136) Feb 11, 2021

Joanne Wilson is a powerhouse. She’s a prolific investor, mom and wife and a champion of female entrepreneurs – not to mention a tough cookie who knows New York better than anyone I know. When she’s not crushing it in the investing world, you can find this self-described “insatiable foodie” cooking over on her Instagram. I met Joanne about 14 years ago when she and her husband/previous Panic guest Fred Wilson invested in my company at the time WallStrip. Joanne’s investing portfolio has grown since investing in me back in the day to include more than 130 companies. It was a blast to have someone as smart, quick and entertaining as her on the podcast. In this episode, Joanne and I chat about angel investing, New York, tech, real estate, the restaurant industry, entrepreneurship and more.

Guest - Joanne Wilson, Angel Investor at Gotham Gal

howardlindzon.com, gothamgal.com

soundcloud.com/positivelygothamgal

Twitter: @howardlindzon, @thegothamgal, @knutjensen

linkedin.com/in/joanne-wilson-b0886110

#fintech #invest #investment #venturecapital #stockmarket #finance

Zach Weinberg of Operator Partners on the Future of Healthcare and BioTech (EP.135) Feb 04, 2021

I’ve listened to a lot of impressive people on this podcast, but Zach Weinberg truly blew me away. Zach’s made some incredibly smart investing moves in his life, and he’s only 34 years old. He is a grade-A hustler, habitual entrepreneur and prolific angel investor. Zach and his business partner Nat Turner sold their second start-up venture, an advertising technology company called Invite Media, to Google for $81 million in 2010. After taking a turn toward a foray in the healthcare sector, they sold data and software company Flatiron Health to Swiss pharmaceutical giant Roche for $2 billion in 2018. Flatiron Health, founded in 2012, makes software that pools patient data from electronic health records for cancer treatment centers. Zach was the company’s co-founder, president and COO. He oversaw research, product, engineering and recruiting initiatives. He’s currently invested in over 30 tech startups throughout the U.S. In this episode, Zach and I chat about his backstory, healthcare, biotech research, connecting with founders, Google, Shopify, education and more.

Guest - Zach Weinberg, General Partner at Operator Partners, Co-Founder at Flatiron Helath, Angel investor

howardlindzon.com, operatorpartners.com, angel.co/zachweinberg

Twitter: @howardlindzon, @zachweinberg, @knutjensen

linkedin.com/in/zachweinberg

#fintech #invest #investment #venturecapital #stockmarket #finance

Former GoDaddy CEO Scott Wagner on the Domain Industry and Digital Real Estate (EP.134) Jan 28, 2021

In this episode, I chatted with the former CEO of what I deem as one of the most important real estate companies in the world – GoDaddy. That’s right, I’m talking about digital real estate. And who better to talk about this with than former GoDaddy CEO Scott Wagner. Wagner was President and COO of the company for over 4 years before serving as CEO from 2018-2019. With his years of experience in the domain industry comes a font of knowledge and insights he was kind enough to share with us on the Panic podcast. In this episode, Scott and I talk about his career path, the domain industry, the state of the markets, content syndication, ecommerce, digital real estate, SPACs, Scottsdale National, branding and more.

Guest - Scott Wagner, Advisor and Investor, Former CEO GoDaddy

howardlindzon.com, GoDaddy.com

Twitter: @howardlindzon, @ScottWWagner, @knutjensen

linkedin.com/in/wagns

#fintech #invest #investment #venturecapital #stockmarket #finance

Bloomberg’s Ted Merz on Financial Journalism and Information Dissemination in the Age of Social Media (EP.133) Jan 21, 2021

I always love getting to interview people who typically ask the questions. And this episode with guest Ted Merz is no exception. Ted has spent 30 years at Bloomberg, first as a journalist and later overseeing application and product building. Now, he works as their Global Head of News Product. Ted was there at the early days of Bloomberg when financial journalism was at its infancy. It was fascinating getting his perspective on this sector and how it has changed and grown over the years. In this episode, Ted and I talked about how he landed his first role at Bloomberg, the biggest story he’s covered, financial journalism, the value of content, integrating Twitter into Bloomberg, data and more.

Guest - Ted Merz, Global Head of News product at Bloomberg

howardlindzon.com, bloomberg.com

Twitter: @howardlindzon, @TedMerz, @knutjensen

linkedin.com/in/ted-merz-cfa-b711257

#fintech #invest #investment #venturecapital #stockmarket #finance

Douglas Boneparth of Bone Fide Wealth on How He’s Making Money for (and from) Millennials (EP.132) Jan 14, 2021

If our last guest Tiffany Zhong was the Gen Z whisper, then Douglas Boneparth might just be the Millennial version. And he has the titles to prove it, including the newly named millennial voice of CNBC’s Digital Financial Advisor Council. After spending well over a decade in the financial planning industry, Douglas noticed a gap – a Buzzfeed reading, avocado toast eating, Slack using gap. Millennials weren’t getting the same level of thoughtful time and advice as other older players in finance. Douglas stopped chasing after old money and started finding young people to invest in. He is the founder and president of Bone Fide Wealth, a Manhattan-based wealth management firm specializing in high achieving Millennials, young professionals and entrepreneurs. They currently advise more than $80 million in assets. Douglas is a funny, charismatic, driven and smart guy (even for a Millenial). In this episode, Douglas and I talk about high earning millennials, financial education, when he got interested in the financial world of business, his comedic perspective on his professional and personal life, what a day in the life of a financial planner looks like, his plans for the future, marketing, SEO and more. Enjoy!

Guest - Douglas A. Boneparth, President at Bone Fide Wealth, LLC

howardlindzon.com, bonefidewealth.com

Twitter: @howardlindzon, @dougboneparth, @knutjensen

linkedin.com/in/douglasboneparth

#fintech #invest #investment #venturecapital #stockmarket #finance

Tiffany Zhong, Gen Z Whisperer and Zebra IQ CEO, on the 5 Cs: Creators, Community, Content, Commerce and Culture (EP.131) Jan 07, 2021

OK boomers, we’re kicking off our first episode of 2021 with Gen Z whisper and Zebra IQ CEO Tiffany Zhong. I’m a big fan of Zebra’s annual Gen Z report and I recommend all my listeners take a look at it too. It’s important to stay in touch with audiences and perspectives other than those similar to you (something Tiffany talks about in this episode). Tiffany’s company Zebra IQ helps brands create communities to understand Gen-Z and Millennial consumers by offering real-time feedback. They’ve worked with more than 20 companies including Snapchat, Levi Strauss and Turner Broadcasting. Zebra IQ is just one example of how Gen Z can help you make a lot of money if you just listen to them. In this episode, Tiffany and I talk about Zebra IQ, dropping out of college, her twitter strategy, her “five Cs,” moguls, monetizing an audience, TikTok, startups, ecommerce and more.

Guest - Tiffany Zhong, CEO at Zebra IQ

howardlindzon.com, zebraiq.com

Twitter: @howardlindzon, @TZhongg, @ZebraIQ, @knutjensen

Instagram: @tzhongg

linkedin.com/in/tzhongg

#fintech #invest #investment #venturecapital #stockmarket #finance

Rajat Bhargava of Jump Cloud On the Future of Cloud Companies and His Journey as an Entrepreneur (EP.130) Dec 31, 2020

Rajat has been an entrepreneur for a while now. He started his first company in college with the help of angel investor (and mutual friend/previous Panic guest) Brad Feld. The pair have now launched around eight companies together. Rajat mainly builds and invests in software companies, with his latest venture being Jump Cloud – a cybersecurity startup building a next-generation cloud directory platform. One of the things I love about Rajat’s company is that they foresaw remote work being the future before COVID-19 even hit. In this episode, Rajat and I talked about his company Jump Cloud, e-commerce, remote work, software, building a zero-trust network, SPACs, what companies he’s got an eye on, content marketing and more.

Guest - Rajat Bhargava, CEO & Co-Founder at JumpCloud

howardlindzon.com, JumpCloud.com

Twitter: @howardlindzon, @rajatabhargava, @knutjensen

linkedin.com/in/rajat-bhargava-8190a723

#fintech #invest #investment #venturecapital #stockmarket #finance

Romeo Power’s Lionel Selwood and RMG’s Robert Mancini On the Booming Electric Vehicle Sector (EP.129) Dec 28, 2020

Well, it finally happened. I bought a Tesla. I fancy myself a trend follower, but I think this is the latest I’ve entered a trend. But this is about more than getting a self-driving car that I can nap in. There has been no hotter sector than that of electric vehicles. And lucky for my listeners, I brought on not one, but two experts – Lionel Selwood and Robert (Bob) Mancini – to talk about this booming sector and the SPAC taking it to another level. Lionel’s energy tech company, which specializes in EV battery production, Romeo Power and Bob’s SPAC RMG Acquisition Corp. recently announced a merger allowing Romeo Power to become a publicly listed company. In this episode, Bob, Lionel and I geek out over EV batteries, Tesla, Elon, SpaceX, NIO, SPACs, Romeo Power, electrification, market opportunities, who they would love to drive around for a day and more.

Guests - Lionel Selwood Jr, CEO at Romeo Power, and Bob Mancini, CEO at RMG Acquisition Corp

howardlindzon.com, romeopower.com, rmgacquisitionb.com

Twitter: @howardlindzon, @knutjensen

linkedin.com/in/lionel-selwood-jr-ab031b34

linkedin.com/company/romeopowertechnology

linkedin.com/company/rmg-acquisition-corp

#fintech #invest #investment #venturecapital #stockmarket #finance

A Special 2020 Year in Review with Stocktwits’ Riley Rosenberger and Thomas Tranfo (EP.128) Dec 25, 2020

A year ago on my blog, I asked: “Could 2020 be as good as 2019?” From where I’m standing now, that’s going to be a different answer depending on who you ask. So, I called on two pretty cool kids over at Stocktwits to put something together and help us all make some sense as to what exactly happened this infamous year. That’s right, this isn’t just any episode of Panic – it’s a Stocktwits and Panic with Friends pandemic special! In this episode, Stocktwits’ Riley Roseberger and Tommy Tranfo break down what was going on in the markets from the pre-COVID days in January to the dark days of March to where we stand as of December. We talk about the industries, trends and stocks that dominated conversations on Stocktwits and beyond in 2020, including Tesla, oil, SPACs, EV companies, solar, gambling, social platforms like TikTok and Snapchat, crypto, weed and more. I want to thank Stocktwits again for putting this all together and continuing to put up with me as I make this podcast. I hope you’ve had as much fun listening as I’ve had making Panic with Friends this year!

Guests -

Tommy Tranfo, Community Manager at StockTwits

Riley Rosenberger, Content Manager at StockTwits

howardlindzon.com, stocktwits.com

Stocktwits/Twitter: @howardlindzon, @TCTRANFO, @coloradoriley

linkedin.com/in/thomas-tranfo-639960129

linkedin.com/in/riley-rosenberger-4485b1106

#fintech #invest #investment #venturecapital #stockmarket #finance

Epsilon Theory Co-Founder and Author Ben Hunt on Finding Your Pack and the ‘Platform’ Narrative (EP.127) Dec 21, 2020

I’ve had Ben Hunt on the podcast before, but I felt it was time to bring him back on to get his insights on the financial, cultural and political state of our country as of late. When I’m not talking his ear off, Ben is busy writing nonstop for Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. It’s a treat to have smart, thoughtful people like Ben on the podcast. He isn’t trying to spin a narrative, but genuinely wants to inform others about what’s going on and what they can do about it. I may even need to bring him on as a co-host – I love talking to him that much. Last time I had Ben on we talked about zero interest rates, writing and the politicizing of the stock market. This time around, Ben and I talked about his life as a publisher, media culture, the markets, the ‘mendacity’ of the world, crypto, SPACs, capital and what’s been going on with his company. This was a fun one to record. Enoy!

Guest - Ben Hunt, Co-Founder and Partner at Second Foundation Partners, Author and Co-Founder at Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory, @knutjensen

linkedin.com/in/bhunt

#fintech #invest #investment #venturecapital #stockmarket #finance

Christie Marchese of Storyspaces On the New Theaters and the Future of Gathering for Movies (EP.126) Dec 17, 2020

If you have missed going to the movie theater as much as I have during the pandemic, then this is the episode for you. I brought on Christie Marchese in this episode to talk about how her company Storyspaces is helping keep the spirit of the movie-going experience alive. As the founder of Storyspaces, she works to organize both virtual and in-person movie events with new and critically acclaimed films (basically the COVID-world answer to not getting to go to movie theaters). As founder and CEO of Picture Motion, she leads a team of impact producers, marketing strategists and communication specialists to develop grassroots marketing and social action campaigns for films. In this episode, Christie and I talk about all things film – how she got into movies, her favorites, working directly with filmmakers, virtual cinema and the post-COVID future of film. We also chatted about Storyspaces, human-centered distribution, the logistics of planning screening events, creativity and culture, social change and more.

Ram Parameswaran of Octahedron Capital On Why Investing should be Simple, Not Easy (EP.125) Dec 14, 2020

I had the pleasure of having Octahedron Capital founder Ram Parameswaran on this episode of Panic. His firm Octahedron is a crossover fund that invests in the internet economy. Previously, Ram was a partner at the multi-billion dollar firm Altimeter Capital, focusing on public and private tech investments. He also has some big names in his past investments, including a pre-IPO Uber, Google and TikTok parent Bytedance. Ram has been inside the beast and is now applying it to his own markets. He’s a smart guy and public investor who knows a lot about a lot. In this episode, Ram and I discussed growth, the culture of Silicon Valley, tech, his work at Octahedron Capital, SPACs, trends in the public & private markets, crossover funds, global investing and more. Enjoy!

Guest - Ram Parameswaran, Founder at Octahedron Capital

howardlindzon.com, octahedroncapital.com

Twitter: @howardlindzon, @_ram_, @knutjensen

linkedin.com/in/ramparameswaran

#fintech #invest #investment #venturecapital #stockmarket #finance

Rick Heitzmann of FirstMark Capital Joins Me to Discuss Public & Private Markets, VC Investing and the Anti-Portfolio (EP.124) Dec 10, 2020

If anyone can stay calm in the face of panic, it’s Rick. He founded his VC firm FirstMark Capital, which focuses on consumer technologies, during the 2008 recession. Twelve years later, I think it’s fair to say Rick is doing pretty well. He’s invested in a variety of industries, ranging from commerce to gaming to data services to media and sports. His investments include big names like Pinterest, Airbnb, DraftKings and Discord. Rick’s a kind and generous guy who I can always count on to give thoughtful advice and insights. He’s even been kind enough to talk with me in the past about VC investing at Stocktoberfest East in 2018, so I was happy to have him on this episode of Panic to share all that sage wisdom with my listeners. In this episode, Rick and I talked about public and private markets, DraftKings’ success, his company FirstMark Capital, SPACs, the anti-portfolio, open source, being a dad, what sectors have surprised him, the future of gaming and healthcare and more. Enjoy!

Guest - Rick Heitzmann, Founder, Partner & Managing Director at FirstMark Capital

howardlindzon.com, firstmarkcap.com

Twitter: @howardlindzon, @rickheitzmann, @knutjensen

linkedin.com/in/rickheitzmann

#fintech #invest #investment #venturecapital #stockmarket #finance

Glenn Solomon of GGV Capital On Investing in the Software Industry (EP.123) Dec 07, 2020

This episode is an extension of the open source software conversations we’ve been having on Panic with guests like Chetan Puttagunta and Ross Mason. I brought on Glenn Solomon, a legend in the software community, to keep this conversation going. Glenn has been in the VC business for over 20 years, with most of that time spent at the venture firm GGV Capital. He has an impressive portfolio, investing in companies such as Slack, Airbnb and Square. Glenn is not only a strong investor but a strong writer — with his insights on the software industry featured in places like Forbes. Check out his podcast Founder Real Talk as well. In this episode, Glenn and I talk about his investing journey, how he thinks about trends, open source/software investing, public markets, mentorship, the value of MBA programs, founders, SPACs and more. Enjoy!

Guest - Glenn Solomon, Managing Partner at GGV Capital

howardlindzon.com, ggvc.com, founderrealtalk.ggvc.com

Twitter: @howardlindzon, @glennsolomon, @knutjensen

linkedin.com/in/glennsolomon

#fintech #invest #investment #venturecapital #stockmarket #finance

Former NFL Player Ryan Nece of Next Play Capital On the Parallel Between a Good Athlete and a Good Investor (EP.122) Dec 03, 2020

I was so psyched to chat with a living legend, great investor and I guess a pretty good football player – Ryan Nece. He’s had some big wins on and off the field, from winning a Super Bowl with the Tampa Bay Buccaneers to starting his own foundation. Ryan knows how to play the game with heart, determination and drive. His two decades worth of experience as a professional and disciplined athlete, entrepreneur and investor gave him the foundation to start Next Play. Ryan connects his passion and knowledge of sports and tech at Next Play; leveraging those relationships to provide investors with a diversified pool of venture funds and companies. In this episode, Ryan and I discuss the transition from football to investing, Next Play’s backstory, Ryan’s current role in his company, missed investments and ones he is excited about, the mindset that goes into being a founder and an athlete, a time he’s panicked, winning a Super Bowl, and supporting the next generation of investors and more.

Guest - Ryan Nece, Managing Partner at Next Play Capital, LLC

howardlindzon.com, nextplaycapital.com

Twitter: @howardlindzon, @nextplaycapital, @knutjensen

linkedin.com/in/ryan-nece-abb07b8

#fintech #invest #investment #venturecapital #stockmarket #finance

TubeMogul Founder and Entrepreneur Brett Wilson On His Full Circle Journey from Entrepreneur to Investor (EP.121) Nov 30, 2020

Spoiler Alert: There’s no panic this episode. Why? Because I had Brett Wilson on, someone who doesn’t panic, but rather finds solutions and different ways of doing things. I first met Brett back in 2007 and quickly became a seed investor in his company, TubeMogul. He’s a special guest, and not just because he’s made me some money. Brett is an amazing investor, entrepreneur, board member and thought leader. No one has been at the center of video (specifically digital) quite like Brett. Since selling TubeMogul to Adobe and leading advertising efforts there for a bit, Brett is now an angel investor, partner at Swift Ventures, and board member at companies such as Tubi, WeTravel and, more recently, Arize AI. In this episode, Brett and I had a great discussion about being at the center of the video bomb, TikTok, Netflix, Tubi, life as a CEO and entrepreneur, company pivots, TubeMogul’s journey, resurfacing trends, AI and what excites him as an investor as of late. We talked about a lot of great companies, trends, industries and the types of people who make them great. Hope you all enjoy it!

Guest - Brett Wilson, Entrepreneur, Founder of TubeMogul

howardlindzon.com, swift.vc, tubemogul.com

Twitter: @howardlindzon, @bjwilson34, @knutjensen

linkedin.com/in/bjwilson

#fintech #invest #investment #venturecapital #stockmarket #finance

Lewis Johnson of Capital Wealth Advisors and Fundamental Global Investors On the Business of Investing (EP.120) Nov 26, 2020

I had the pleasure of catching up with my good friend Lewis Johnson on this episode of Panic. Lewis has a strong background, with titles like UPenn Wharton MBA grad, money manager, stock picker, researcher and entrepreneur. Lewis’ company, Fundamental Global, is an alternative asset management firm which advises on over $2 billion of assets through its affiliates and deals in research, portfolio diversification and investment experience. If you’re looking for advice about asset management – or just someone to go fishing with – he’s your guy. In this episode, Lewis and I had a wide-ranging conversation, discussing managing alternative assets, the value of research and data, his work at Fundamental Global and Capital Wealth Advisors, the markets, the industrialization of China, gold, the Next Big Thing, supply and demand, cycles, crypto, decentralization, SPACs, education, silver linings in COVID-19 and more. It was clearly a smörgåsbord of a discussion. Enjoy!

Guest - Lewis Johnson, Co-Founder & President at Fundamental Global Investors and Co-CIO at Capital Wealth Advisors

howardlindzon.com, capitalwealthadvisors.com

blog.capitalwealthadvisors.com/trends-tail-risks

Twitter: @howardlindzon, @TrendsTailRisks, @knutjensen

linkedin.com/in/lewismjohnson

#fintech #invest #investment #venturecapital #stockmarket #finance

Invesco’s John Hoffman and Nasdaq’s Sean Wasserman On the Mother of All ETFs and Investing in Innovation (EP.119) Nov 23, 2020

I had the joy of having not one, but TWO guests on for this episode of Panic. We brought on Invesco’s John Hoffman and the Nasdaq’s Sean Wasserman to talk about the ETF of all ETFs – QQQ. Invesco, a global asset management firm, is the father of the QQQ ETF, which launched with the Nasdaq over 20 years ago. John says the company now manages just north of $1.2 trillion (no big deal). Now, Invesco and Nasdaq are expanding their partnership to launch the Invesco QQQ Innovation Suite. This will offer investor access to the NASDAQ-100 and NASDAQ Next Gen 100 portfolios. In other words, the QQQ just outdid itself. I won’t go into too much detail because Sean and John are the real experts in this space. But I will say after listening to this episode, you will feel like an ETF and QQQ expert. In this episode, the three of us have a wide-ranging discussion about all things QQQ, ETFs, Invesco and Nasdaq’s new partnership product, investor relationships, managing & building portfolios, the democratization of investing, network effects, emerging tech companies, the next generation of young investors and more.

Guests - Sean Wasserman, CFA, VP & Global Head of Index & Advisor Solutions at Nasdaq, And John Hoffman, Head of Americas - ETFs & Indexed Strategies at Invesco Ltd.

howardlindzon.com, nasdaq.com, invesco.com

Twitter: @howardlindzon, @InvescoUS, @Nasdaq, @SeanNDAQ, @knutjensen

linkedin.com/in/seanwasserman

linkedin.com/in/john-hoffman-9347513

#fintech #invest #investment #venturecapital #stockmarket #finance

Troy Prince of Wall Street Bound On Investing in Diversity and Our Youth (EP.118) Nov 19, 2020

Troy Prince is a native New Yorker, first generation Carribean immigrant, world traveller, veteran trader and founder of the incredible nonprofit Wall Street Bound. No words can express how much I admire and respect the work Troy does. His nonprofit, Wall Street Bound, teaches the technical “hard” skills of finance and the “soft” skills of corporate culture to help get inner city youth into front office intern positions on Wall Street. In short, Troy is helping connect marginalized and underrepresented groups to capital markets. In this episode, Troy and I discuss all things Wall Street Bound: the 15 year journey of starting the company; what services, programs and curriculum is provided; their progress; where Troy sees the company in the next five years; their success and more. We also talk more holistically about onboarding the next generation of investors, leveling the playfield and the value of social capital. I hope you learn something new after listening to this episode.

Guest - Troy Prince, CAIA, Founder at Wall Street Bound and Prometheus Capital Managers LLC

howardlindzon.com, wallstreetbound.org, chipsforcharity.stocktwits.com

Twitter: @howardlindzon, @wallst_bound, @knutjensen

linkedin.com/in/troyaprincecaia

#fintech #invest #investment #venturecapital #stockmarket #finance

Woodrow Levin of Extend On Recovering from Failure and Building the ‘AppleCare’ of Online Retailers (EP.117) Nov 16, 2020

This episode I interview Woodrow Levin, or Woody as I like to call him. He’s a great entrepreneur, good friend and founder and CEO of Extend. His company, which was founded a little over a year ago, builds and handles extended warranties on their products in an effort to remove roadblocks for smaller merchants. Extend already works with companies like Peloton, iRobot and some 150 others. Not to mention, Woody even invested in our first fund for Social Leverage. I’m grateful for his friendship and business partnership. Woody has had the entrepreneurial bug for a while and has even had previous roles such as Vice President of Growth at DocuSign. He is also currently a board member at DraftKings (shout out to our previous Panic guest Jason Robins). In this episode, Woody and I discuss what it's like growing a company, crypto, DraftKings, Extend, dealing with failure, Shopify, markets, AppleCare and more. Enjoy!

Guest - Woodrow Levin, Founder & CEO at Extend

howardlindzon.com, extend.com

Twitter: @howardlindzon, @WoodyLevin, @HelloExtend, @knutjensen

linkedin.com/in/woodrowlevin

#fintech #invest #investment #venturecapital #stockmarket #finance

Savneet Singh of PARTech on the Accelerating Software Industry and How to Keep Up with It (EP.116) Nov 12, 2020

Savneet Singh is not only a great friend, but he’s also one of the most driven workers I’ve ever met, who offers such an interesting perspective on life, entrepreneurship and business. Overall, he’s just incredible at what he does. Savneet and I met through our mutual friend, Sonny Singh, and I’ve been a fan of his for a while now. Savneet is the CEO of PARTech, a provider of point of sale software to the retail and hospitality industry. I was so excited to have a CEO like Savneet on because his company is actually a publicly traded company, trading under $PAR on the NYSE. Savneet has accomplished quite a lot before even starting at PARTech. His investments range from real estate to Uber to cryptocurrencies to websites. Not to mention, he’s also a partner with Ali Hamed, a past guest on Panic, at the VC firm CoVenture. Savneet has so much vision around the software space, some of which he shares with me on the podcast. In this episode, Savneet and I also discuss his admiration of Warren Buffett, public companies, fintech, PARTech’s origin story, Saas businesses, COVID-19 impact on restaurants, SPACs, ecommerce, bitcoin and more.

Guest - Savneet Singh, President and CEO at PAR Technology Corp

howardlindzon.com, partech.com

Twitter: @howardlindzon, @SavneetS, @PAR_Tech, @knutjensen

linkedin.com/in/savneetsingh

#fintech #invest #investment #venturecapital #stockmarket #finance

Stuart Sopp of Current on the Future of Digital Banking and Why Big Banks Are Screwed (EP.115) Nov 09, 2020

Current CEO Stuart Sopp is doing some incredibly innovative things over at his company. So, I wanted to check back in with him since our last chat back in March to see if he can offer any new insights. Current is a digital, consumer-friendly banking company targeting groups of people typically overlooked at larger banks, including Millennials and Gen Z. And while big banks focus on lending and deposits, Current focuses on spending. Before starting Current, Stuart made a name for himself developing financial systems as a senior trader for banks like Morgan Stanley, Citi and Deutsche Bank. Now, Stuart’s company is basically the antithesis to these big banks. Current has seen incredible growth this year — surpassing over 1 million active users at the height of the pandemic. In this episode, Stuart and I discuss stocks, cryptocurrency, big banks, what neobanks like Current are and where they’re heading, fintech, his competitors, the wealth gap, stimulus and more. Enjoy!

Guest - Stuart Sopp, Founder and CEO of Current Bank

howardlindzon.com, current.com

Twitter: @howardlindzon, @soppstu, @knutjensen

linkedin.com/in/stuartsopp

#fintech #invest #investment #venturecapital #stockmarket #finance

Rishi Khanna of Stocktwits Makes His Podcast Debut to Discuss the Intersection of Financial Tech and Media (EP.114) Nov 05, 2020

This was a very exciting episode because not only did I have Stocktwits CEO RIshi Khanna on, but it was also his first podcast ever! We were initially introduced through our mutual friend Dave Moon, and I guess you could say the rest is history. He’s a great guy whom I’ve really enjoyed working with as part of our growing Stocktwits community. Before leading the team over at Stocktwits, Rishi has worn many hats ranging from engineering, product, sales, client service, finance and operations. On this episode, we discussed the markets, data, fintech, working in New York during COVID-19 (and what has surprised him most about the pandemic), how he got his start in fintech, the culture of media, ecommerce and what we can expect from Stocktwits in the future.

Guest - Rishi Khanna, CEO at Stocktwits

howardlindzon.com, stocktwits.com, chipsforcharity.stocktwits.com

Twitter: @howardlindzon, @rkhanna, @stocktwits, @knutjensen

Stocktwits: @rkhanna, @howardlindzon

linkedin.com/in/rishikhanna

#fintech #invest #investment #venturecapital #stockmarket #finance

Chris Hulls of Life360 on How He Became TikTok Famous and Redeemed Himself (and His Company) with Gen Z (EP.113) Nov 02, 2020

Chris Hulls is a good friend with an arsenal of interesting stories and life experiences, and apparently he’s also a TikTok celeb now. I had the pleasure of having the Life360 CEO on for an episode of Panic with Friends. Chris describes Life360 for families as what AAA is for drivers. It’s essentially Find My Friends on steroids (his words, not mine). While Life360 is currently ranked as the eighth most popular social networking app on IOS, it hasn’t ranked so high in the hearts of Gen Z. And in this episode, Chris explains why this was the case. I won’t spoil the whole story, but let’s just say it starts with basically all of Gen Z using TikTok to vocalize their desire to punch Chris in the face and sabotage Life360’s app store reviews. Beyond telling the story of how he got Gen Z’s respect, Chris also talks with me about IPO-ing on the Australian stock exchange, founders, SPACs, Life360’s origin story, COVID-19’s impact on the digital landscape and more. Enjoy!

Guest - Chris Hulls, Cofounder & CEO at Life360 Inc

howardlindzon.com, life360.com

Twitter: @howardlindzon, @ChrisHulls, @Life360, @knutjensen

linkedin.com/in/chrishulls

#fintech #invest #investment #venturecapital #stockmarket #finance

Steven Rosenblatt of VC Firm Oceans on Working with Steve Jobs and What It's Like to Transform a Consumer App to an Enterprise Company (EP.112) Oct 29, 2020

Not many of my podcast guests can say they got (indirectly) yelled at by Steve Jobs, but luckily my guest on this episode, Steven Rosenblatt, can. Steven is a great friend, incredible venture capitalist and NYC tech legend. He built the company Quatro Wireless during the financial crisis in 2010, which pioneered WAP long before Cardi B and Megan Thee Stallion. By WAP of course I mean wireless application protocol. Apple eventually bought it and from there Steven even launched a product under Steve Job’s supervision. Steven has more than 20 years of experience scaling startups, building technology companies and supporting founders. Today, he is the co-founder and general partner of the venture capital firm Oceans. In this episode, Steven and I had a fun discussion about his new firm, how he looks in a black turtleneck, the culture of Apple, meeting founders, scaling businesses, his time as President of Foursquare, what it's like to transform a consumer app to an enterprise company, why he’s bullish on new york and more. He also gracefully snuck in a little humblebrag, but you’ll have to wait until the end of the episode to figure out who it is!

Guest - Steven Rosenblatt, Co-Founder & General Partner at Oceans

howardlindzon.com, oceans.ventures

Twitter: @howardlindzon, @stevenjr76, @oceanventures, @knutjensen

linkedin.com/in/stevenrosenblatt

#fintech #invest #investment #venturecapital #stockmarket #finance

Josh Elman, Veteran Consumer Product Leader, On Being Involved in the Early Stages of Every Major Platform from Twitter to Facebook (EP.111) Oct 26, 2020

It was great to have my long-time friend, fellow Twitter fanatic and product builder extraordinaire Josh Elman on this episode to get some insights from the man who has a lot of experience at basically every social company imaginable. Josh is someone who is ahead of his time – he’s philosophical, creative and has seen growth on the ground floor of some amazing companies (in another time he was even an intern at Microsoft). Josh is a product leader who has been involved in the early stages of platforms such as LinkedIn, Facebook, Twitter and Robinhood. In his many years as General Partner at Greylock Partners, he has served on the boards of some of the most innovative social companies, including Discord, Musical.ly (currently TikTok), Medium, Mammoth Media and more. I wish Josh and I could have touched on even more topics during our conversation this episode. But, it was fun getting his unique perspective on everything from his time working at some of the biggest social product companies, what tech company he thinks is the most evil, his most fun job, TikTok, rocket ships and more.

Guest - Josh Elman, Veteran Product Builder and Leader

howardlindzon.com

Twitter: @howardlindzon, @joshelman, @knutjensen

Medium.com/@joshelman

linkedin.com/in/joshe

#fintech #invest #investment #venturecapital #stockmarket #finance

Michael Porat of Cohesity On the Power of Data, Future of Cybersecurity, and Investor Ecosystem (EP.110) Oct 22, 2020

There wasn’t any panic this episode, but more so a restrained enthusiasm from our guest Michael Porat. Michael is the VP of Strategy and Business Development at Cohesity, an innovative and modern data management company. Like a lot of my guests, I met Michael through the fintwit community, and he has now become a good friend. He’s been in the data game for awhile, spending over 6 years at Cisco before moving to Cohesity. What’s great about having someone like Michael on is that he brings this extensive knowledge of tech and data, but explains it in a way that can be understood by the average Joe Shmoe. I had a great conversation with Michael about his career path, his love of sports and gambling (shout out to DraftKings), the power of data, cybersecurity, the cloud, QQQ, the investor ecosystem and the future of data.

Guest - Michael Porat, VP of Strategy & Business Development at Cohesity

howardlindzon.com, Cohesity.com

Twitter: @howardlindzon, @mporat, @Cohesity, @knutjensen

linkedin.com/in/mporat

#fintech #invest #investment #venturecapital #stockmarket #finance

Patrick O’Shaughnessy of Osam, and Host of Invest Like the Best, On the Intersection of Investing, Finance, Tech and Software (EP.109) Oct 19, 2020

I was so appreciative of Patrick O'Shaughnessy for taking the time from hosting his widely successful investing podcast to join me on this episode of Panic. I’ve had the great pleasure of being a guest on Patrick’s podcast Invest Like the Best and now I have the opportunity to turn the tables on him. I guess you could call us podcast experts; although Patrick has been doing his since 2016 so he’s got a couple years on me. He had an unusual route that led him to finance, a success he attributes to his competitiveness and curiousness. As someone who talks to lots of investing and fintech people, it was great to pick Patrick’s brain on a number of topics, including what led him to start his podcast, the gaming market, advice for new investors and founders, the world of software and fintech and more. Of course, I had to end by asking the question he asks all his guests: “What is the kindest thing anyone has ever done for you?” You’ll have to listen to the episode to hear his answer!

Guest - Patrick O’Shaughnessy, Principal & CEO at O’Shaughnessy Capital Management, Host of Invest Like the Best Podcast

howardlindzon.com, osam.com

Twitter: @howardlindzon, @patrick_oshag, @InvestLikeBest, @knutjensen

linkedin.com/in/patrick-o-shaughnessy-cfa-6721176

#fintech #invest #investment #venturecapital #stockmarket #finance

Kyle Samani of Multicoin Capital on the History of Crypto, How He Invests in It, and His Predictions for Crypto’s Future (EP.108) Oct 15, 2020

If my guest ends the episode saying they want to panic “more frequently,” then I think I’ve done my job as host. In this case, the guest in question is Kyle Samani. Kyle is the cofounder and managing partner at Multicoin Capital, a firm that invests in all things crypto. This industry can sometimes seem like an abstract thing people are either too tired of talking about or don’t want to understand. No one takes the time to truly slow down and explain it, but Kyle does just that in this episode. I had a fascinating conversation with Kyle on the past and present of crypto, decentralization, Web3, blockchains and his predictions for the future of crypto. I give Kyle major props for surviving in a bear market like the crypto space. Kyle has such an interesting point of view on an oftentime complex subject. I hope you learn something new (and maybe are less intimidated by crypto) by the end of this episode!

Guest - Kyle Samani, Cofounder & Managing Partner at Multicoin Capital

howardlindzon.com, multicoin.capital

Twitter: @howardlindzon, @kylesamani, @knutjensen

linkedin.com/in/kylesamani

#fintech #invest #investment #venturecapital #stockmarket #finance

Barry Ritholtz of Ritholtz Wealth Management On Financial Twitter, His Dream Dinner Guests, and More (EP.107) Oct 12, 2020

You know that line in Hamilton — “why do you write like you’re running out of time?” Well if anyone embodies that, it’s Barry Ritholtz. He's a Bloomberg columnist, podcast host, fanatic tweeter in the “FinTwit” community, blogger, author, and founder of a wealth management company. But to me, he’s my favorite wonk (you’ll see what I mean by that when you listen to the episode).

While we did go off on some tangents, Barry and I hit a lot of fun topics, including: our dream “FinTwit” dinner guest list and menu, what he misses about recording in person, Mike Bloomberg’s “impish sense of humor,” APIs & open-source, the creator economy, Seinfeld, the art of the interview and more. Hope you have as much fun listening to this episode as we did recording it!

Guest - Barry Ritholtz, Chairman and CIO at Ritholtz Wealth Management

howardlindzon.com, ritholtz.com, ritholtzwealth.com

Twitter: @howardlindzon, @ritholtz, @RitholtzWealth, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Kelvin Beachum of Arizona Cardinals on life and investing (EP.106) Oct 08, 2020

I had a great time sitting down to chat with my friend, great investor, human and NFL Athlete Kelvin Beachum

Guest - Kelvin Beachum, Offensive Lineman at Arizona Cardinals

howardlindzon.com, kelvinbeachum.com

Twitter: @howardlindzon, @KelvinBeachumJr, @knutjensen

linkedin.com/in/kb2smu

#fintech #invest #investment #venturecapital #stockmarket #finance

Patrick O’Connor of Summit Peak on how a fund of funds work (EP.105) Oct 05, 2020

Inside the world of how a fund of funds work in the venture capital markets with Patrick O’Connor

Guest - Patrick O’Connor, Managing Partner at Summit Peak Investments

howardlindzon.com, summitpeak.com

Twitter: @howardlindzon, @knutjensen

linkedin.com/in/patrick-o-7607696

#fintech #invest #investment #venturecapital #stockmarket #finance

Yoshi Yokokawa of Alpaca on the global growth in trading (EP.104) Oct 01, 2020

Yoshi Yokokawa drops by to talk about the global growth in trading and investing, and about his company Alpaca which powers commission free stock trading in apps all over the world

Guest - Yoshi Yokokawa, Co-Founder and CEO at Alpaca

howardlindzon.com, alpaca.markets

Twitter: @howardlindzon, @iyoshyoshi, @AlpacaHQ, @knutjensen

Linkedin.com/in/yoshiyokokawa

#fintech #invest #investment #venturecapital #stockmarket #finance

Ross Mason of Dig Ventures on the continuous software revolution (EP.103) Sep 28, 2020

Ross Mason (founder of Mulesoft - acquired by Salesforce) joins me to explain that we are still in the early innings of the software revolution.

Guest - Ross Mason, Founder at Dig Ventures

howardlindzon.com, dig.ventures

Twitter: @howardlindzon, @rossmason, @knutjensen

linkedin.com/in/ross-mason

#fintech #invest #investment #venturecapital #stockmarket #finance

Chetan Puttagunta of Benchmark on Software Eating the World (EP.102) Sep 24, 2020

Chetan Puttagunta of Benchmark Capital joins me to discuss the world of Open Source Software and its role in ‘software eating the world’

howardlindzon.com, benchmark.com

Twitter: @howardlindzon, @chetanp, @benchmark, @knutjensen

linkedin.com/in/chetanputtagunta

#fintech #invest #investment #venturecapital #stockmarket #finance

Richard Betts of CKBG on Tequila and the Specialty Cocktail Markets (EP.101) Sep 21, 2020

Richard Betts is a great entrepreneur focused on one-of-a kind Spirits and joins me on Panic with friends to talk about his new company CKBG (Casa Komos Beverage Group) which just launched the Tequilla Brand ‘Komos’ and Superbird, a canned Paloma cocktail.

Guest - Richard Betts, Founder and CEO at CKBG Casa Komos Beverage Group

howardlindzon.com, CKBG.com, sprbrd.com, Komos.com

Twitter: @howardlindzon, @yobetts, @knutjensen

Instagram: yobetts

#fintech #invest #investment #venturecapital #stockmarket #finance

Amit Sharma of Narvar on the eCommerce explosion (EP.100) Sep 17, 2020

Narvar founder Amit Sharma Joins me to discuss the continued eCommerce explosion. Narvar is a software company that helps retailers perfect the customer journey especially around returns.

Guest - Amit Sharma, Founder and CEO at Narvar

howardlindzon.com, narvar.com

Twitter: @howardlindzon, @amitbol, @narvarinc, @knutjensen

linkedin.com/in/amitsharma

#fintech #invest #investment #venturecapital #stockmarket #finance

Ali Hamed of CoVenture on building a Venture firm in NYC (EP.99) Sep 14, 2020

Ali Hamed joins me to talk about building a Venture firm at a young age and about the future of New York City.

Guest - Ali Hamed, CoFounder and General Partner at CoVenture

howardlindzon.com, coventure.vc, medium.com/@alibhamed

Twitter: @howardlindzon, @AliBHamed, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Jason Robins of DraftKings on the future of sports and betting (EP.98) Sep 10, 2020

DraftKings CEO and co-founder Jason Robins joins me on this epic conversation about their long journey to IPO and the future of sports and betting.

Guest - Jason Robins, CEO and Co-Founder at DraftKings

howardlindzon.com, draftkings.com

Twitter: @howardlindzon, @JasonDRobins, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Nicole Glaros of Techstars on the amazing bootcamp for entrepreneurs (EP.97) Sep 06, 2020

Nicole Glaros is the Chief Investment Strategy officer of TechStars and she joins me to talk startups and building a massive technology accelerator and brand over the years.

Guest - Nicole Glaros, Chief Investment Strategy Officer, Techstars

howardlindzon.com, techstars.com, nearlynicole.com

Twitter: @howardlindzon, @nglaros, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Sean O’Brien of Overline on the Atlanta Technology boom (EP.96) Sep 02, 2020

Atlanta Has Venture Capitalists Too! My old friend Sean O’Brien joins me to discuss a lifetime of investing in public and private markets and why Atlanta is going to boom with technology startups.

Guest - Sean O’Brien, Managing Partner at Overline.VC

howardlindzon.com, overline.vc

Twitter: @howardlindzon, @seanobrienATL, @OverlineVC, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Heather Hartnett of Human Ventures on the Human Needs Economy (EP.95) Aug 30, 2020

I have a great conversation with Heather Hartnett of Human Ventures in Manhattan. They invest in the ‘human needs economy’ - health, wellness and the future of work.

Guest - Heather Hartnett, CEO and Founding Partner at Human Ventures

howardlindzon.com, human.vc

Twitter: @howardlindzon, @HeatherHartnett, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Alex Danco of Shopify on all things Tech and Money (EP.94) Aug 26, 2020

Alex Danco works for Shopify Money and also has a masters degree in Neuroscience. He offers great takes on all things Tech and Money. Relax and enjoy.

Guest - Alex Danco of Shopify Money

howardlindzon.com, shopify.com, alexdanco.com

Twitter: @howardlindzon, @Alex_Danco, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Don Nitti of Sender Company on Stocks and the Market (EP.93) Aug 23, 2020

I love talking stocks and markets with Don Nitti my old friend who has been having a great year navigating the volatility.

Guest - Don Nitti, Portfolio Manager at Sender Company

howardlindzon.com, sendercompany.com

Twitter: @howardlindzon, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Brad Feld of Foundry Group on the Democratization of Innovation (EP.92) Aug 19, 2020

Brad Feld of Foundry Group in Boulder joins me to talk about Startup Communities and the Democratization of Innovation throughout the world. Brad coined the term Startup Communities with his book on the subject in 2012

Guest - Brad Feld, Managing Director at Foundry Group - Tech Stars, entrepreneur, venture capitalist, author

howardlindzon.com, foundrygroup.com, feld.com

Twitter: @howardlindzon, @bfeld, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Samantha LaDuc takes a Deep Dive into the Markets (EP.91) Aug 16, 2020

I take a deep dive into the markets with Samantha LaDuc - the Master of intermarket analysis to time markets - as the March Panic becomes the Summer FOMO, -and a look ahead.

Guest - Samantha LaDuc, Founder and Captain at LaDuc Trading and LaDuc Capital LLC

howardlindzon.com, laductrading.com

Twitter: @howardlindzon, @SamanthaLaDuc, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Brett Bivens of TechNexus on the Massive Audio Trend (EP.90) Aug 12, 2020

Brett Bivens is Venture Investing from Paris for TechNexus and joins me for a conversation about the Massive Trend in Audio Led by Spotify

Guest - Brett Bivens, Venture Investor at TechNexus

howardlindzon.com, technexus.com, venturedesktop.com

Twitter: @howardlindzon, @brettbivens, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Billy Libby of Upper90 on Structured Financing (EP.89) Aug 10, 2020

Billy Libby of Upper90 joins me for a great conversation on the merits of Delaying the A round of venture capital using structured finance. Every founder and investor should understand their financing options.

Guest - Billy Libby, Co-Founder and CEO of Upper90

howardlindzon.com, Upper90.io

Twitter: @howardlindzon, @knutjensen

linkedin.com/in/billy-libby-76464b1

#fintech #invest #investment #venturecapital #stockmarket #finance

JC Parets of All Star Charts goes deep on the Bull market (EP.88) Aug 06, 2020

If there is a chart my pal JC has an opinion. JC Parets is the founder of All Star Charts and we go deep on the bull market in stocks, rare assets and life.

Guest - JC Parets, CMT, President and Founder at Allstarcharts.com

howardlindzon.com, Allstarcharts.com

Twitter: @howardlindzon, @Allstarcharts, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Tom Lydon of ETF Trends on the direction of ETF’s (EP.87) Aug 03, 2020

The ETF industry continues to grow and evolve. Tom is an ETF veteran and joins me for a conversation about where the industry is heading, and the unbundling of the S&P.

Guest - Tom Lydon, CEO ETF Trends and ETF Database, Co-Founder ETF Flows

howardlindzon.com, ETFtrends.com, ETFdb.com

Twitter: @howardlindzon, @TomLydon, @ETFtrends, @ETFdb, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Todd Harrison of CB1 Capital on the future of cannabis (EP.86) Jul 30, 2020

The US Cannabis industry is set to Zoom in the years ahead. I had a great conversation with Todd Harrison who manages a Cannabinoid Wellness fund.

Guest - Todd Harrison, CIO and Founding Partner at CB1 Capital Management, LLC

howardlindzon.com, cb1cap.com

Twitter: @howardlindzon, @todd_harrison, @cb1cap, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Web Smith of 2PM on eCommerce and DTC (EP.85) Jul 27, 2020

I am a big fan of Web Smith and really enjoyed our eCommerce and DTC (direct to consumer) conversation. He is the founder of 2PM.

Guest - Web Smith, Founder and Editor-in-Chief at 2PM, Inc

howardlindzon.com, 2pml.com

Twitter: @howardlindzon, @web, @2PMinc, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Brian Shannon of Alphatrends.net on VWAP and technical analysis (EP.84) Jul 23, 2020

I sit down to talk with Brian Shannon, the wily veteran of technical analysis, chart art, and price action about the markets, VWAP, and life as a trader.

Guest - Brian Shannon, CMT, of Alphatrends.net

howardlindzon.com, alphatrends.net

Twitter: @howardlindzon, @alphatrends, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Scott Lynn of Masterworks on the fascinating art world (EP.83) Jul 20, 2020

Scott Lynn explains the fascinating art world to Howard and why he started his Company and How It Works.

Guest - Scott Lynn, Founder at Masterworks

howardlindzon.com, masterworks.io

Twitter: @howardlindzon, @MasterworksIO, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Joe Marchese of Attention Capital on how to shape the attention economy (EP.82) Jul 16, 2020

Joe Marchese is the founder of Attention Capital which buys, builds, and scales brands and technology that are shaping the attention economy. Joe joins me for a wide ranging conversation about marketing and New Media. He is also on the board of Cox Media Group and Clear Channel

Guest - Joe Marchese, Founder and CEO at Attention Capital

howardlindzon.com, attentioncapital.com

Twitter: @howardlindzon, @attentioncap, @joemachese, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Sheel Mohnot of Better Tomorrow Ventures on fintech and angel investing (EP.81) Jul 13, 2020

A fintech conversation with super angel investor Sheel Mohnot of Better Tomorrow Ventures

Guest - Sheel Mohnot, Partner at Better Tomorrow Ventures

howardlindzon.com, btv.vc

Twitter: @howardlindzon, @pitdesi, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

John Street Capital of Medium.com on the Cloud Boom (EP.80) Jul 09, 2020

Why Square should and likely will buy Twitter, the state of Fintech and Markets and the Cloud Boom explained... a great conversation with the ‘anonymous’ John Street Capital.

Guest - John Street Capital, Medium.com

howardlindzon.com, medium.com

Twitter: @howardlindzon, @JohnStCapital, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Om Malik of True Ventures on the unintended consequences (EP.79) Jul 02, 2020

A wide ranging conversation about the connection between the private and public markets, and about unintended consequences.

Guest - Om Malik, Partner at True Ventures

howardlindzon.com, trueventures.com, om.co

Twitter: @howardlindzon, @trueventures, @om, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Andy Salamon of Material Companies on start-up, investing and the stock market (EP.78) Jun 24, 2020

Wide ranging conversation about start-ups, venture capital, investing and the stock markets

Guest - Andy Salamon, Partner at Material Companies

howardlindzon.com, materialcompanies.com

Twitter: @howardlindzon, @AndySalamon, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Jim O’Shaughnessy of OSAM on peak sloppiness and infinite loops (EP.77) Jun 15, 2020

Wide ranging conversation about life, investing and markets. Topics - peak sloppiness, infinite loops, everyone is a bucket shop.

Guest - Jim O’Shaughnessy, Founder, Chairman & Co-Chief Investment Officer, OSAM LLC

howardlindzon.com, osam.com

Twitter: @howardlindzon, @jposhaughnessy, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Jeff Richards of GGV Capital on the inevitability of Nasdaq @10,000 (EP.76) Jun 11, 2020

The inevitability of Nasdaq @10,000. A wide ranging investment conversation with Jeff Richards of GGV Capital

Guest - Jeff Richards, Managing partner GGV Capital

howardlindzon.com, ggvc.com

Twitter: @howardlindzon, @jrichlive, @GGVCapital, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Matt Golden of Golden Ventures on the great white north (EP.75) Jun 08, 2020

Great conversation with VC Matt Golden of Golden Ventures in the great white north!

Guest - Matt Golden, Founder and Managing Partner at Golden Ventures

howardlindzon.com, golden.ventures

Twitter: @howardlindzon, @MattGoldenVP, @knutjensen

#fintech #invest #investment #venturecapital #stockmarket #finance

Balaji Srinivasan on Info, Bio, Agro, Crypto and Robo (EP.74) Jun 04, 2020

A wide ranging conversation around technology. These big trends will persist: Info, Bio, Agro, Crypto and Robo.

Guest - Balaji Srinivasan, Angel Investor and Entrepreneur

howardlindzon.com, balajis.com

Twitter: @howardlindzon, @balajis, @knutjensen

Scott Belsky of Creative Cloud, Adobe on the great refactoring (EP.73) May 29, 2020

A deep and reflective conversation with Scott Belsky, Chief Product Officer at Adobe. We discuss building great product, the creative boom, the great refactoring, seed investing and life.

Guest - Scott Belsky, CPO and Exec VP at Creative Cloud, Adobe

howardlindzon.com, scottbelsky.com

Twitter: @howardlindzon, @scottbelsky, @knutjensen

Paige Craig of Arena Ventures on thriving in chaos (EP.72) May 27, 2020

Thriving in chaos - a conversation about the future and start-up investing with Paige Craig

Guest - Paige Craig, Founder and General Partner at Arena Ventures

howardlindzon.com, arenavc.com

Twitter: @howardlindzon, @paigecraig, @arenavc, @knutjensen

Jack Kennedy of Platform Science on the new fleet technologies (EP.71) May 15, 2020

Jack and Howard talk logistics and Platform Science which delivers a new generation of technology to drivers and fleet operators.

Guest - Jack Kennedy, Founder and CEO at Platform Science

howardlindzon.com, platformscience.com

Twitter: @howardlindzon, @jckennedyIII, @knutjensen

LinkedIn.com/in/Jack-kennedy-platsci

Brew Johnson of PeerStreet on the real estate debt marketplace (EP.70) May 12, 2020

The effects of Covid on the real estate market. PeerStreet is the largest real estate debt marketplace.

Guest - Brew Johnson, Co-Founder at PeerStreet

howardlindzon.com, peerstreet.com

Twitter: @howardlindzon, @brewjohnson, @peerstreet @knutjensen

Peter Brandt of PeterLBrandt.com on taking the risk in the markets you know (EP.69) May 12, 2020

Trading as a community project. Take the risk in the markets you know.

Guest - Peter Brandt, at PeterLBrandt.com

howardlindzon.com, peterlbrandt.com

Twitter: @howardlindzon, @PeterLBrandt, @knutjensen

Peter Yared of InCountry on managing regulated data (EP.68) May 06, 2020

Data is the new oil. InCountry’s global infrastructure securely manages regulated data.

Guest - Peter Yared, CEO and Founder at InCountry

howardlindzon.com, incountry.com

Twitter: @howardlindzon, @peteryared, @InCountryInc, @knutjensen

Adam Slutsky of Gather Ventures on the changes in the food industry (EP.67) May 04, 2020

Food, glorious food. Plant based diets and the changes in the food industry.

Guest - Adam Slutsky, Managing Partner at Gather Ventures

howardlindzon.com

Twitter: @howardlindzon, @knutjensen

Jen Lefcourt of Freestyle VC on successful serial entrepreneurships (EP.66) May 01, 2020

A wide ranging conversation about venture capital with serial entrepreneur Jen Lefcourt. Having Oprah endorse your business is not a guarantee for long term success.

Guest - Jen Lefcourt, Partner at Freestyle VC

howardlindzon.com, freestyle.vc

Twitter: @howardlindzon, @jennylefcourt, @knutjensen

Alex Bard and Tomasz Tunguz of Redpoint Ventures on headwinds and Tailwinds from the pandemic (EP.65) May 01, 2020

Headwinds and Tailwinds from the pandemic. A wide ranging conversation with Alex Bard and Tomasz Tunguz of Redpoint Ventures.

Guests - Alex Bard and Tomasz Tunguz, both are Partners at Redpoint Ventures

howardlindzon.com, Redpoint.com

Twitter: @howardlindzon, @alexbard, @ttunguz, @redpointvc, @knutjensen

John Frankel of ff Venture Capital on the future of manufacturing (EP.64) Apr 29, 2020

Localization of manufacturing is inevitable. “Where do you want your robots?”

Guest - John Frankel, Founder and Partner at ff Venture Capital

howardlindzon.com, ffvc.com

Twitter: @howardlindzon, @john_frankel, @ffvc, @knutjensen

Joe Sticco and Preston Van Loon of Cryptex on theorems and Bitcoin (EP.63) Apr 29, 2020

What can I do with a theorem? It’s like Bitcoin, but weirder.

Guests -

Joe Sticco, Founder and CEO at Cryptex

Preston Van Loon, Blockchain Lead at Cryptex

howardlindzon.com, Cryptexcoin.co

Twitter: @howardlindzon, @cryptexglobal, @preston_vanloon, @knutjensen

Paul Rosen, Entrepreneur in the Marijuana Industry on the markets in North America (EP.62) Apr 28, 2020

The ups and downs of the private and public marijuana markets

Guest - Paul Rosen, Co-founder at The Cronos Group

howardlindzon.com, thecronosgroup.com

Twitter: @howardlindzon, @knutjensen

Eddy Elfenbein of Crossing Wall Street on how to build an ETF (EP.61) Apr 23, 2020

Longtime investor Eddy Elfenbein explains how to build and market you own ETF

Guest - Eddy Elfenbein, Founder at Crossing Wall Street

howardlindzon.com, crossingwallstreet.com

Twitter: @howardlindzon, @EddyElfenbein, @knutjensen

Tobias Carlisle of Acquirers Funds on Value investing (EP.60) Apr 23, 2020

Value investing in a pandemic world

Guest - Tobias Carlisle, Founder and Managing Director of Acquirers Funds LLC

howardlindzon.com, acquirersfunds.com

Twitter: @howardlindzon, @Greenbackd, @knutjensen

Alan Shurr, Retired Oil Trader, on trading and storing oil (EP.59) Apr 22, 2020

100 million barrels a day is a lot to store during a pandemic

Guest - Alan Shurr, Retired Oil Trader

howardlindzon.com

Twitter: @howardlindzon, @knutjensen

Villi Iltchev of Two Sigma Ventures on remote work (EP.58) Apr 20, 2020

Remote work and open source software are just getting started

Guest - Villi Iltchev, Partner at Two Sigma Ventures

howardlindzon.com, twosigmaventures.com

Twitter: @howardlindzon, @villi, @knutjensen

Josh Brown of Ritholtz Wealth Management on why everyone should have a financial advisor (EP.57) Apr 20, 2020

The future of wealth management business, and the power of a defensible investment strategy. Everyone should have a financial advisor.

Guest - Josh Brown, CEO at Ritholtz Wealth Management

howardlindzon.com, ritholtzwealth.com, thereformedbroker.com

Twitter: @howardlindzon, @reformedbroker, @ritholtzwealth, @knutjensen

Tren Griffin of 25iq.com on business in general (EP.56) Apr 20, 2020

A wide ranging business conversation with Tren Griffin

Guest - Tren Griffin, Author at 25iq.com

howardlindzon.com, 25iq.com

Twitter: @howardlindzon, @trengriffin, @knutjensen

Rob Petrozzo of Rally Road on stock market of collectibles (EP.55) Apr 16, 2020

The stock market of collectibles - how to invest in shares of unique assets

Guest - Rob Petrozzo, Co-Founder and CPO at Rally Road

howardlindzon.com, rallyrd.com

Twitter: @howardlindzon, @robpetrozzo, @knutjensen

Matthew Prince of Cloudflare on how to build a better Internet (EP.54) Apr 16, 2020

Cloudflare - Helping to build a better Internet

Guest - Matthew Prince, Co-Founder and CEO at Cloudflare

howardlindzon.com, cloudflare.com

Twitter: @howardlindzon, @eastdakota, @cloudflare, @knutjensen

Polina Marinova of The Profile on the panic through the eyes of a young entrepreneur (EP.53) Apr 16, 2020

The panic through the eyes of a young New Yorker who’s building a subscription business in 2020

Guest - Polina Marinova, Founder at The Profile

howardlindzon.com, readtheprofile.com

Twitter: @howardlindzon, @polina_marinova, @knutjensen

Chris Sacca of Lowercase LLC on why the best founders never sell (EP.52) Apr 15, 2020

The best founders are never selling - they exude an inevitability of success

Guest - Chris Sacca, Partner at Lowercase LLC

howardlindzon.com, lowercasecapital.com

Twitter: @howardlindzon, @sacca, @knutjensen

Semil Shah of Haystack on lower valuations due to the crisis (EP.51) Apr 15, 2020

Early stage founders need to come to terms with lower valuations due to the crisis. The demand shift is real.

Guest - Semil Shah, Founder and General Partner at Haystack

howardlindzon.com, haystack.vc

Twitter: @howardlindzon, @semil, @haystackvc, @knutjensen

Moshe Ben Ari of Arisoho on fashion and retail in a Covid world (EP.50) Apr 14, 2020

A street level look at NYC fashion and retail in as Covid world

Guest - Moshe Ben Ari, owner at Arisoho, Inc

howardlindzon.com, arisoho.com

Twitter: @howardlindzon

Robi Ganguly of Apptentive on enterprise sales in a Covid world (EP.49) Apr 14, 2020

Growing enterprise sales in a Covid world

Guest - Robi Ganguly, CEO and Co-Founder at Apptentive

howardlindzon.com, apptentive.com

Twitter: @howardlindzon, @rganguly

Anish Acharya of Andreessen Horowitz on how the government has a distribution problem (EP.48) Apr 13, 2020

The Fintech adjacent, bull market ahead, and the Government has a distribution problem.

Guest - Anish Acharya, General Partner at Andreessen Horowitz

howardlindzon.com, a16z.com

Twitter: @howardlindzon, @illscience, @a16z

Samantha LaDuc of LaDuc Trading on timing the markets using intermarket analysis (EP.47) Apr 13, 2020

Using intermarket analysis to time markets

Guest - Samantha LaDuc, Founder and Captain at LaDuc Trading and LaDuc Capital LLC

howardlindzon.com, laductrading.com

Twitter: @howardlindzon, @SamanthaLaDuc

Roger Ehrenberg of IA Ventures on radical transparency (EP.46) Apr 10, 2020

A wide ranging conversation about venture capital investing, and the topic of radical transparency

Guest - Roger Ehrenberg, Managing Partner at IA Ventures

howardlindzon.com, iaventures.com

Twitter: @howardlindzon, @infoarbitrage, @iaventures

Ed Sim of Boldstart Ventures on Investing Lessons (EP.45) Apr 10, 2020

Investing lessons from a long time venture capitalist

Guest - Ed Sim, Founder and General Partner at Boldstart Ventures

howardlindzon.com, boldstart.vc

Twitter: @howardlindzon, @edsim, @boldstartvc

Annie Duke of AnnieDuke.com on Thinking in Bets (EP.44) Apr 08, 2020

Thinking in Bets

Guest - Annie Duke, AnnieDuke.com

howardlindzon.com, annieduke.com

Twitter: @howardlindzon, @AnnieDuke

Louie Moses of Moses Inc on the business of persuasion (EP.43) Apr 08, 2020

It’s time for tinkering — a deep look at advertising and the business of persuasion

Guest - Louie Moses, President and Creative Director at Moses Inc

howardlindzon.com, mosesinc.com

FB: facebook.com/mosesincorporated

Twitter: @howardlindzon, @moses_hq

Instagram: moses_inc

Sean Park of Anthemis Group shares his global view (EP.42) Apr 07, 2020

A seasoned veteran’s global view of Fintech

Guest - Sean Park, Founder, Chairman and CIO at Anthemis Group

howardlindzon.com, anthemis.com

Twitter: @howardlindzon, @anthemis

Jeremy Bernick and Aaron Nach, College Students on College life in a Covid world (EP.41) Apr 05, 2020

College life in a Covid world

Guests - Jeremy Bernick and Aaron Nach, Students at University of Arizona

howardlindzon.com

Twitter: @howardlindzon, @jeremybernick, @knutjensen

Instagram: aaron.nach

Bobby Matson of Payitoff on the pitfalls of student debt (EP.40) Apr 03, 2020

Student Debt is a Pandemic in itself

Guest - Bobby Matson, Founder and CEO of payitoff.io

howardlindzon.com, payitoff.io

Twitter: @howardlindzon, @bomatson, @payitoffapp

Michael Katz of mParticle on customer experiences (EP.39) Apr 02, 2020

The best customer experiences begin with the right data

Guest - Michael Katz, Co-Founder and CEO of mParticle

howardlindzon.com, mparticle.com

Twitter: @howardlindzon, @mkatz0630, @mParticle

Gary Zimmerman of MaxMyInterest.com on how software speeds your way to the throne (EP.38) Apr 02, 2020

Cash is king, and software speeds your way to the throne

Guest - Gary Zimmerman, Founder of MaxMyInterest.com

howardlindzon.com, MaxMyInterest.com

Twitter: @howardlindzon

Raoul Pal of Real Vision on how pensions killed the hedge funds (EP.37) Apr 02, 2020

Pensions killed the hedge funds, and the dollar wrecking ball

Guest - Raoul Pal, Founder and CEO of Real Vision Group

howardlindzon.com, realvision.com

Om Malik of True Ventures on how technology is now the center of the universe (EP.36) Mar 31, 2020

Technology is now the center of the universe and with it comes tremendous change.

Guest - Om Malik, Partner at True Ventures

howardlindzon.com, trueventures.com, om.co

Twitter: @howardlindzon, @trueventures, @om

Tommy Tranfo and Riley Rosenberger of Stocktwits - inside the social network (EP.35) Mar 31, 2020

An inside look at the social network of Stocktwits

Guests:

Tommy Tranfo, Community Manager at Stocktwits

Riley Rosenberger, Content Manager at Stocktwits

howardlindzon.com, stocktwits.com

StockTwits/Twitter: @howardlindzon, @TCTRANFO, @coloradoriley

Sheel Mohnot of Better Tomorrow Ventures - A view of Fintech from the early stage (EP.34) Mar 31, 2020

A view of Fintech from the early stage

Guest - Sheel Mohnot, Partner at Better Tomorrow Ventures

howardlindzon.com

Twitter: @howardlindzon, @pitdesi

Greg King of Rex Shares on VIX explained (EP.33) Mar 31, 2020

Vix explained — a mathematical expression of volatility

Guest - Greg King, Founder and CEO at Rex Shares

howardlindzon.com, rexshares.com

Twitter: @howardlindzon, @msectors, @REXShares, @OspreyFunds

JP Rangaswami on how Demand will return for everything that wasn’t destined to die (EP.32) Mar 31, 2020

Being optimistic but pragmatic post Covid market crash. Demand will return for everything that wasn’t destined to die.

Guest - JP Rangaswami

howardlindzon.com

Twitter: @howardlindzon, @jobsworth

Wouter Witvoet of Secfi on Pre Wealth Management (EP.31) Mar 27, 2020

Pre Wealth Management... Everything You need to Know from Secfi.com

Guest - Wouter Witvoet, Founder and CEO at Secfi

howardlindzon.com, secfi.com

Twitter: @howardlindzon, @secfi, @wwitvoet

Beth Jo Zeitzer of R.O.I. Properties on the Commercial Real Estate Market (EP.30) Mar 26, 2020

COVID-19 in the Commercial Real Estate Market

Guest - Beth Jo Zeitzer, President of R.O.I. Properties

howardlindzon.com, roiproperties.com

Twitter: @howardlindzon

Herb Greenberg of Pacific Square Research on the Economy vs the Stock Market (EP.29) Mar 26, 2020

The stock market isn’t the economy

Guest - Herb Greenberg, Partner at Pacific Square Research

howardlindzon.com, pacificsquareresearch.com

Twitter: @howardlindzon, @HerbGreenberg

Jeff Macke, investor/author/speaker on market value (EP.28) Mar 26, 2020

There is no way to value the current market.

Guest - Jeff Macke, President of Macke Asset Management

howardlindzon.com

Twitter: @howardlindzon, @JeffMacke

Ethan Silver of Lowenstein Sandler on the state of Fintech (EP.27) Mar 26, 2020

The state of Fintech from a Lawyer’s point of view.

Guest - Ethan Silver, Partner at Lowenstein Sandler LLP

howardlindzon.com, lowenstein.com

Twitter: @howardlindzon

Ryan Gilbert of Propel Venture Partners on how to survive during a crisis (EP.26) Mar 26, 2020

Sometimes you just have to pedal harder to make it through a crisis.

Guest - Ryan Gilbert, General Partner at Propel Venture Partners

howardlindzon.com, propel.vc

Twitter: @howardlindzon, @rgoffice, @propelvc

Paul Tran of Manscaped on building a successful brand (EP.25) Mar 25, 2020

Inside a Rocketship — Building a successful Brand in 2020

Guest - Paul Tran, Founder and CEO of Manscaped

howardlindzon.com, manscaped.com

Twitter: @howardlindzon

Adam Lilling of Plus Capital on optimizing for success (EP.24) Mar 24, 2020

Decide to optimize for success or optimize for dilution

Guest - Adam Lilling, Founder and Managing Director of Plus Capital/Plus Ventures

howardlindzon.com, pluscapital.com

Twitter: @howardlindzon, @ALilling

Marcus @aureliuscapital on how to Profit from the panic (EP.23) Mar 24, 2020

Profiting from the panic.

Guest - Marcus @aureliuscapital

howardlindzon.com

Twitter: @howardlindzon

StockTwits: @aureliuscapital

Blair Livingston of Street Contxt on demand for capital (EP.22) Mar 21, 2020

There will always be people willing to invest for a later return, and people wanting capital that are willing to pay for it.

Guest - Blair Livingston, Founder and CEO of Street Contxt

howardlindzon.com, streetcontxt.com

Twitter: @howardlindzon, @BlairLivingston

Mike Lazerow of Velvet Sea Ventures on Valuations (EP.21) Mar 21, 2020

Valuations are like the weather...

Guest - Mike Lazerow, Partner at Velvet Sea Ventures

howardlindzon.com, velvetseavc.com

Twitter: @howardlindzon, @lazerow

Eric Crittenden of Standpoint Asset Management on Market Panic (EP.20) Mar 20, 2020

Being mildly panicked is like being overly prepared.

Guest - Eric Crittenden, CIO at Standpoint Asset Management

howardlindzon.com, standpointfunds.com

Twitter: @howardlindzon

Jack Newhouse of Gator Trading Partners on how to be Prepared (EP.19) Mar 20, 2020

Be prepared!

Guest - Jack Newhouse, Trader at Gator Trading Partners

howardlindzon.com

Twitter: @howardlindzon

Bill Bishop of Sinocism.com on China-US relations (EP.18) Mar 19, 2020

Should we be panicked over China-US relations?

Guest - Bill Bishop, Creator of sinocism.com

howardlindzon.com, sinocism.com

Twitter: @howardlindzon, @niubi

Paul Traub of Consilium Advisors on Restructuring (EP.17) Mar 19, 2020

Liquidity, liquidity, liquidity - and the world of restructuring.

Guest - Paul Traub, Managing Partner at Consilium Advisors

howardlindzon.com

Twitter: @howardlindzon

Stuart Sopp of Current Bank on Digital Banking (EP.16) Mar 18, 2020

The explosion of Current Bank and digital banking

Guest - Stuart Sopp, Founder and CEO of Current Bank

howardlindzon.com, current.com

Twitter: @howardlindzon, @soppstu

Mark Mullen of Double M Partners on Economic Cycles (EP.15) Mar 18, 2020

Hellooooo.... economic cycles still happen!

Guest - Mark Mullen, Founder of Double M Partners, Co-founder and Managing Partner of Bonfire Ventures

howardlindzon.com, doublempartners.com, bonfirevc.com

Twitter: @howardlindzon, @DoubleMcapital

Shannon McLay of Financial Gym on the bitch of a market (EP.14) Mar 18, 2020

The market is a PMSing bitch right now!

Guest - Shannon McLay, Founder and CEO of Financial Gym

howardlindzon.com, financialgym.com, martinisandyourmoney.com

Twitter: @howardlindzon, @theshannonmclay

Ben Hunt of Epsilon Theory on navigating the noise (EP.13) Mar 18, 2020

Getting ahead of the next panic/unstructured data and narratives.

Guest - Ben Hunt, Founder Epsilon Theory

howardlindzon.com, epsilontheory.com

Twitter: @howardlindzon, @epsilontheory

Chris Kimble of Kimble Charting Solutions on panic and correlation (EP.12) Mar 17, 2020

In a panic, the only thing that goes up is correlation.

Guest - Chris Kimble, Founder and CEO of Kimble Charting Solutions

howardlindzon.com, kimblechartingsolutions.com

Twitter: @howardlindzon, @KimbleCharting

Peter Cardasis' words of wisdom (EP.11) Mar 17, 2020

Wisdom from a wily veteran.

Guest - Peter Cardasis, Investor

howardlindzon.com

Twitter: @howardlindzon

Fred Wilson of Union Square Ventures on Investing in general (EP.10) Mar 17, 2020

Wide ranging investing conversation with Venture Capitalist Fred Wilson.

Guest - Fred Wilson, Partner at Union Square Ventures

howardlindzon.com, usv.com, avc.com

Twitter: @howardlindzon, @fredwilson, @usv

Yoni Assia of eToro on learning from crises (EP.9) Mar 17, 2020

Is this 1929 meets 2008?

Guest - Yoni Assia, Founder and CEO of eToro

howardlindzon.com, eToro.com

Twitter: @howardlindzon, @yoniassia

Phil Pearlman of Stocktwits on long term perspective and planning (EP.8) Mar 16, 2020

The velocity of everything failing apart is spectacular - long term perspective and planning is the most critical thing in the universe.

Guest - Phil Pearlman, Head of Content at Stocktwits, investor and operator

howardlindzon.com, Stocktwits.com

Twitter: @howardlindzon, @ppearlman

Russ Fradin of Dynamic Signal - Panic Later (EP.7) Mar 16, 2020

There will be plenty of time for panic later

Guest - Russ Fradin, Founder & Chairman Dynamic Signal

howardlindzon.com, dynamicsignal.com, Twitter: @howardlindzon, @rfradin

Brad Feld (Part 1) Foundry Group on Post-Panic (EP.5) Mar 15, 2020

After panic comes the grind

Guest - Brad Feld, Managing Director at Foundry Group

Tech Stars, entrepreneur, venture capitalist, author

howardlindzon.com, foundrygroup.com, feld.com

Twitter: @howardlindzon, @bfeld

Brad Feld (Part 2), Foundry Group on Looking Forward (EP.6) Mar 15, 2020

Looking forward - flattening the curve

Guest - Brad Feld, Managing Director at Foundry Group

Tech Stars, entrepreneur, venture capitalist, author

howardlindzon.com, foundrygroup.com, feld.com

Twitter: @howardlindzon, @bfeld

Jeff Richards, venture capitalist on Panic and Opportunity (EP.4) Mar 14, 2020

Opportunity and panic goes hand in hand - telemedicine, remote work and online education.

Guest - Jeff Richards, Managing partner GGV Capital

howardlindzon.com, ggvc.com

Twitter: @howardlindzon, @jrichlive

Brian Norgard on the other end of panic (EP.3) Mar 12, 2020

Brian and Howard talk about what’s on the other end of panic

Guest - Brian Norgard, Investor, Entrepreneur, Former Tinder CPO

howardlindzon.com

Twitter: @howardlindzon, @BrianNorgard

Charlie Bilello of Compound Capital Advisors on the social media bear market (EP.2) Mar 11, 2020

This is the very first social media bear market.

Guest: Charlie Bilello, Founder and CEO at Compound Capital Advisors

howardlindzon.com

compoundadvisors.com

Twitter: @howardlindzon, @charliebilello

Jim O’Shaughnessy of OSAM on fear, greed, hope and ignorance (EP.1) Mar 11, 2020

Jim & Howard talk about fear, greed, hope and ignorance.

Guest - Jim O’Shaughnessy, Founder, Chairman & Co-Chief Investment Officer, OSAM LLC

howardlindzon.com

Twitter: @howardlindzon, @jposhaughnessy

Lindzanity - Jason Raznick of Benzinga Nov 07, 2019

Howard talks to Jason Raznick, the CEO and Founder of Benzinga. Benzinga is a content ecosystem that makes information easier to consume. From breakouts to unusual volume, analyst ratings, futures and options, Benzinga is the leading full-service, one-stop shop for investors of all stripes and styles. They discuss stocks and the early days of Social Leverage.

- What is Benzinga?

- Where is Benzinga?

- Is the stock market open today?

Connect with Jason:

https://www.linkedin.com/in/jasonraznick

https://www.twitter.com/jasonraznick

Discover Benzinga:

https://www.benzinga.com

Lindzanity - With Phil Pearlman of Stocktwits Nov 01, 2019

Phil is the Chief Community Officer at Stocktwits, a social media platform designed for sharing ideas between investors, traders and entrepreneurs. Howard and Phil talk about the launch of Stocktwits - yahoo and everything in between, friends and enemies, and the role behavioral psychology plays in investing.

- Investing on Social Media

- Behavioral Psychology and Investing

- Stocktwits launch

Connect with Phil!

https://www.twitter.com/ppearlman (@ppearlman on Twitter)
https://www.eightfatswine.com

Discover Stocktwits:

https://www.stocktwits.com

Lindzanity - With Chris Bruno of Rally Rd. Oct 24, 2019

Howard chats with Chris Bruno, founder and CEO of Rally Rd. Rally Rd is a free app that allows members to invest in individual blue-chip collector automobiles with ease. The vehicles on Rally Rd. represent an asset class that has historically outperformed the stock market as well as other alternative asset classes (including gold, fine art, and real estate). The two talk about the ins and outs of the app as well as who is using it, and what the next phases are.

- Investing on Rally Rd.

- What is Rally Rd.?

- Who should use Rally Rd.?

Connect with Chris!

https://www.linkedin.com/in/christopherjbruno

Discover Rally Rd.

https://www.rallyrd.com

https://www.facebook.com/rallyrd/

https://www.instagram.com/onrallyrd/

https://www.twitter.com/onrallyrd/

Lindzanity - With Claude Shires of The Laugh Lounge Oct 16, 2019

In this episode, Howard chats with comedian and founder/CEO of The Laugh Lounge, Claude Shires. The Laugh Lounge is an online platform for the stand up comedy scene that benefits both comedians and comedy consumers. They swap comedy stories and talk about what it takes to be a full time comedian, and what's happening in the stand up scene.

How to be a full time comedian
What's new in the stand up comedy scene
What comics do other comics like?

Connect with Claude!

LinkedIn: https://www.linkedin.com/in-claude-shires-995056b/

Twitter: https://www.twitter.com/claudeshires

Laugh Lounge App: https://www.laughlounge.com

Laugh Lounge Facebook: https://www.facebook.com/LaughLoungeapp

Lindzanity - With Morgan Housel of The Collaborative Fund Oct 09, 2019

In this episode, Howard and Morgan Housel discuss what makes a good investor, how they invest their money, and how Morgan started writing for the Motley Fool.

How to start writing for the Motley Fool
How to invest your money
What makes a good investor?

Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal.
He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of the New York Times Sidney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. His work was featured in The Best Business Writing published by the Columbia Journalism Review. For speaking, email longtermwords@gmail.com. Twitter: twitter.com/morganhousel

Changing Healthcare with Noah Auerhahn Oct 02, 2019

Noah Auerhahn is the Co-Founder and CEO of RobinHealthcare. Robin is a virtual scribe that sits on a doctors desks and records video and audio from the room. This cuts down the man hours that doctors put in on administrative work.

Show Notes:

- What kind of doctor did Robin start with?

- What is RobinHeathcare?

- Who is Noah Auerhahn?

- How did Noah gain knowledge on healthcare?

- How does Robin work?

- What is the best way to attack the industry?

- How much work can you delegate to Robin?

- What was the verbal feedback from doctors?

- Is it more affordable than having a scribe?

- Are doctors seeing more patients with the use of Robin?

- How many people are employed with RobinHealthcare?

- Where did the name 'Robin' come from?

- Where are they hiring?

Connect with Noah and RobinHealthcare:

Website: https://www.robinhealthcare.com

Facebook: https://www.facebook.com/robinhealthcares/

Instagram: @robinhealthcare

Lindzanity - with Justin Paterno of StockTwits Sep 30, 2019

Talk about enterprise software.

Guest - Justin Paterno, COO StockTwits

http://www.howardlindzon.com

http://www.stocktwits.com

Twitter: @howardlindzon, @zerobeta

Lindzanity - with Jeff Macke, investor, author, speaker Sep 27, 2019

Future of Retail industry

Guest - Jeff Macke, President of Macke Asset Management

http://www.howardlindzon.com

Twitter: @howardlindzon @JeffMacke

Farbood Nivi Crypto Update Sep 25, 2019

Howard and Farbood discuss more about the Bitcoin influx, Coinmine, Robinhood, Handshake, and the future of cryptocurrency.

They discuss:

- What it's like being on the show for a second time

- Oura Ring

- Bitcoin hash rate at an all time high

- What drove the rise of Bitcoin

- Memetic value

- What gets Farbood excited about Ethereum?

- Robinhood

- Coinmine updates

- What is 'Handshake'?

- Why you shouldn't know who is creating crypto

- How many people work at Coinmine?

- Thoughts on Shopify

- Why does Farbood invest in Shopify?

- Running his business with Opensource?

- 8th and 9th level of the internet

- Citizen tech

Connect with Farbood and Coinmine:

Website: https://www.coinmine.com

Instagram: @getcoinmine

Discussion with Ben Hunt of Epsilon Theory Sep 24, 2019

Discussion of financial markets

Web: https://www.epsilontheory.com, https://www.howardlindzon.com

Twitter: @epsilontheory, @howardlindzon

Patrick O'Shaughnessy, Chief Executive Officer at O'Shaughnessy Asset Management, LLC Sep 18, 2019

To debut season 2 of Lindzanity, Howard is talking to Patrick O'Shaughnessy an American investor and the founder, Chairman, and Chief Investment Officer of O'Shaughnessy Asset Management, LLC, an asset management firm headquartered in Stamford, Connecticut.

They discuss:
- What is Patrick's podcast "Invest Like the Best" About?
- Best episodes from his podcast
- How does Patrick prepare for recording podcasts?
- How does Patrick use Twitter?
- How is his company O'Shaughnessy Asset Management ran?
- Patrick's family
- What "Quantitative" means within his company
- Why data is important
- What excites Patrick about the market now
- Is Patrick interested in start ups?
- If he were to invest in the early stages of a company, what sector would he invest in?
- What inspired the idea of Canvas?
- What is Canvas?
- What excited him about Canvas the most?

Connect with Patrick:
Website: osam.com
Twitter: @Patrick_OShag
Linkedin: www.linkedin.com/in/patrick-o-shaughnessy-cfa-6721176

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