Panic with Friends - Howard Lindzon
393 episodes - English - Latest episode: 7 months ago - ★★★★★ - 38 ratingsHello, I’m Howard. I’ve been a financial industry entrepreneur and investor for over 20 years. I am a General Partner at Social Leverage - we invest in seed stage software companies. I was a co-founder of Stocktwits and a seed investor in Robinhood and Etoro. On this podcast, you will hear interviews with great entrepreneurs, investors, venture capitalists, traders, and friends about their companies, their track records, and their new fave ideas and trends. This includes best ideas, worst investments, biggest failure, daily habits, and recommended reading. I know your time is precious, so I promise to keep it simple and on point.
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Episodes
Panic with Friends Update
October 05, 2023 14:53 - 4 minutesPanic 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. Spotify Apple Youtube Subscribe to my blog and follow me on Twitter. #fintech #invest #investment #venturecapital #stockmarke...
Best of Panic: Jan van Eck of VanEck on Global Markets, Deglobalization, and Rising Interest Rates (EP.273)
September 28, 2023 04:01 - 53 minutesIn 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 ha...
Best of Panic: Jim O’Shaughnessy on Twitter, Navigating the Current Market, and our Artificially Intelligent Future (EP.272)
September 21, 2023 04:01 - 59 minutesIn 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 we...
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)
September 14, 2023 04:01 - 46 minutesOn 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 ...
Best of Panic: Panic With ME (Howard)... The Stocktwits Story (EP.270) This Episode was 1st published on February 9th, 2023
September 07, 2023 04:01 - 51 minutesAs 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 ...
Best of Panic: Howard Lindzon - The Wolf of Wallstrip (EP.269) This Episode was 1st published on January 12th, 2023
August 31, 2023 04:01 - 46 minutesNo, 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 Sto...
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
August 24, 2023 04:01 - 55 minutesWhen 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 fundamen...
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
August 17, 2023 04:01 - 57 minutesBen 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 ...
Best of Panic: Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.266) This Episode was 1st published on April 20th, 2023
August 10, 2023 04:01 - 42 minutesMy 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 wan...
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
August 03, 2023 04:01 - 55 minutesThere’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...
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
July 27, 2023 04:01 - 31 minutesIn 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 i...
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
July 20, 2023 04:01 - 51 minutesI 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 ...
Rob Koyfman, Co-Founder and CEO of Koyfin, a Financial Data and Analytics Platform, Talks Trends, AI, and Monopolies in Finance (EP.262)
July 13, 2023 04:01 - 41 minutesOn 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 Strategis...
Joe Gagnon, CEO of 1upHealth, on All Things Longevity and Health (EP.261)
July 06, 2023 04:01 - 49 minutesOn 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 dig...
Doug Hecht, Co-founder and CEO of Walla - a Modern Studio Management Platform (EP.260)
June 29, 2023 04:01 - 48 minutesOn 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. ...
Jenny Fielding co-founder and Managing Partner of Everywhere Ventures (formerly The Fund), and a former Managing Director at Techstars (EP. 259)
June 22, 2023 04:01 - 53 minutesOn 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 investe...
Brooker Belcourt, Covey.io Founder, discusses building Covey Legends and his time at Goldman, Coatue, and Citadel (EP.258)
June 15, 2023 04:01 - 48 minutesOn 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 stri...
Roy Rubin, Magento co-founder/former CEO, Founding Partner at R-Squared Ventures, Entrepreneur, Investor, and Advisor (EP.257)
June 08, 2023 04:01 - 44 minutesOn 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...
Jud Valeski, co-founder of Gnip, on All Things Early Internet (EP.256)
June 01, 2023 04:00 - 46 minutesOn 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...
Sharona Cohen of DSTNC on Endurance Culture, Brand Curation, and The Future of Cycling (EP.255)
May 25, 2023 04:01 - 44 minutesI’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 destinat...
Joe McCann of Asymmetric on Crypto and Unravelling the Current Banking Crisis (EP.254)
May 18, 2023 04:01 - 59 minutesI’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 ...
Jeff Richards of GGV Capital on Finding Growth in the Current Market Malaise (EP.253)
May 11, 2023 04:01 - 55 minutesWhen 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 fundamen...
Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United States (EP.252)
May 04, 2023 04:01 - 57 minutesBen 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 ...
Oana Manolache of Sequel.io on Empowering Brands with Unique Live Experiences that Connect Customers (EP.251)
April 27, 2023 04:01 - 39 minutesI’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 buil...
Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.250)
April 20, 2023 04:01 - 42 minutesMy 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 wan...
Paul Tran - Founder, CEO, and Visionary Behind Manscaped (EP.249)
April 13, 2023 04:01 - 51 minutesI’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 acr...
Frederik, CEO & Co-founder of Secfi - the Startup Employee’s Pre-Wealth Advisor (EP.248)
April 06, 2023 04:01 - 50 minutesI’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 learnin...
Barry Ritholtz - Chairman and CIO of Ritholtz Wealth Management on The Fed, the Market, and some Strong Opinions, Loosely Held (EP.247)
March 30, 2023 04:01 - 58 minutesI’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 t...
Axos Bank CEO Greg Garrabrants Explains the Recent Banking Crisis (EP.246)
March 23, 2023 04:01 - 53 minutesThe 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...
Talking Testosterone and Longevity with Hone Health Co-founder and CEO Saad Alam (EP.245)
March 16, 2023 04:01 - 55 minutesThere’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...
Howard Lindzon - Errors of Omission and other Investing Lessons Learned Along the Way (EP.244)
March 09, 2023 05:01 - 31 minutesIn 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 i...
Downtown Josh Brown on the Past, Present, and Future of Finance Media (EP.243)
March 02, 2023 05:01 - 51 minutesI 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 ...
Helene Meisler, Queen of Price and Sentiment - Cautiously Optimistic on a Soft Landing (EP.242)
February 23, 2023 05:01 - 47 minutesI’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 call...
Nate Cooper of Barrel Ventures on the Multi-Trillion Dollar Opportunity to Fix our Broken Food Ecosystem (EP.241)
February 16, 2023 05:01 - 43 minutesI’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 ever...
Panic With Friends with ME (Howard).... The Stocktwits Story (EP.240)
February 09, 2023 05:01 - 51 minutesAs 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 ...
Ted Seides of Capital Allocators on Choosing your Path, Compounding your Knowledge, and the Business of Podcasting (EP.239)
February 02, 2023 05:01 - 47 minutesIf 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 invest...
Trung Phan - Twitter Legend, Content Creator and Startup Founder (EP.238)
January 26, 2023 00:01 - 54 minutesI’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...
Pranav Kanade - Moving from TradFI to Web3 and Building a Digital Assets Alpha Strategy (EP.237)
January 19, 2023 05:01 - 57 minutesIn 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 reg...
Howard Lindzon - The Wolf of Wallstrip (EP.236)
January 12, 2023 05:01 - 46 minutesNo, 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 Sto...
Douglas Boneparth of Bone Fide Wealth on Personal Finance, Personal Responsibility, and Perfect Hair (EP.235)
January 05, 2023 05:01 - 43 minutesToday’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 advis...
Going the Distance in Fashology with DSTNC Co-Founder Nave Avimor (EP.234)
December 29, 2022 05:01 - 46 minutesI’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 produc...
Panic With Friends - The Year Ahead (EP.233)
December 22, 2022 05:01 - 40 minutesIn 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, ...
Surfboard Founder and CEO Chuhan Wang on Cultivating Board and Investor Engagement (EP.232)
December 15, 2022 05:01 - 42 minutesMy 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 ...
Sami Issa of W3BCloud: Lessons Learned Post-FTX Fraud and Continuing to Build the Infrastructure for the Next Iteration of the Internet (EP.231)
December 08, 2022 05:01 - 38 minutesWe’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 shor...
Pro Golfer Anne van Dam on the Business of Golf, Competing, and Investing (EP.230)
December 01, 2022 05:01 - 42 minutesNormally 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,...
Lewis Johnson of Capital Wealth Advisors on Deglobalization, Changing Trends, and a Return to Value (EP.229)
November 24, 2022 05:01 - 45 minutesMy 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. Sw...
Jan van Eck of VanEck Funds on Global Markets, Deglobalization, and Rising Interest Rates (EP.228)
November 17, 2022 05:01 - 53 minutesI’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 discussio...
Jim O’Shaughnessy on Twitter, Navigating the Current Market, and our Artificially Intelligent Future (EP.227)
November 10, 2022 05:01 - 59 minutesThe 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...
Sami Issa and Maggie Love of W3BCloud on Powering Web3 With Compute Infrastructure... May a Thousand Blockchains Bloom (EP.226)
November 03, 2022 04:01 - 1 hourI’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...
Ben Hunt of Epsilon Theory on Turning Layups into Losses, UK Pension Problems, Building Community & Much More (EP.225)
October 27, 2022 04:01 - 1 hourMy 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...