Panic with Friends - Howard Lindzon

Hello, 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.

Business
Investing
1
Chetan Puttagunta of Benchmark on Software Eati...
Chetan Puttagunta of Benchmark Capital joins me to discuss the world of Open Source Software and its role in ‘software eating the world’
51 min
2
Richard Betts of CKBG on Tequila and the Specia...
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.
51 min
3
Amit Sharma of Narvar on the eCommerce explosio...
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.
52 min
4
Ali Hamed of CoVenture on building a Venture fi...
Ali Hamed joins me to talk about building a Venture firm at a young age and about the future of New York City.
40 min
5
Jason Robins of DraftKings on the future of spo...
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.
65 min
6
Nicole Glaros of Techstars on the amazing bootc...
Nicole Glaros joins me to talk startups and building a massive technology accelerator and brand over the years.
43 min
7
Sean O’Brien of Overline on the Atlanta Technol...
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.
50 min
8
Heather Hartnett of Human Ventures on the Human...
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.
44 min
9
Alex Danco of Shopify on all things Tech and Mo...
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.
59 min
10
Don Nitti of Sender Company on Stocks and the M...
I love talking stocks and markets with Don Nitti my old friend who has been having a great year navigating the volatility.
44 min
11
Brad Feld of Foundry Group on the Democratizati...
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
59 min
12
Samantha LaDuc takes a Deep Dive into the Marke...
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.
45 min
13
Brett Bivens of TechNexus on the Massive Audio ...
Brett Bivens is Venture Investing from Paris for TechNexus and joins me for a conversation about the Massive Trend in Audio Led by Spotify
43 min
14
Billy Libby of Upper90 on Structured Financing ...
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.
56 min
15
JC Parets of All Star Charts goes deep on the B...
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.
66 min
16
Tom Lydon of ETF Trends on the direction of ETF...
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.
46 min
17
Todd Harrison of CB1 Capital on the future of c...
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.
50 min
18
Web Smith of 2PM on eCommerce and DTC (EP.85)
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.
66 min
19
Brian Shannon of Alphatrends.net on VWAP and te...
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.
49 min
20
Scott Lynn of Masterworks on the fascinating ar...
Scott Lynn explains the fascinating art world to Howard and why he started his Company and How It Works.
44 min
21
Joe Marchese of Attention Capital on how to sha...
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
50 min
22
Sheel Mohnot of Better Tomorrow Ventures on fin...
A fintech conversation with super angel investor Sheel Mohnot of Better Tomorrow Ventures
31 min
23
John Street Capital of Medium.com on the Cloud ...
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.
47 min
24
Om Malik of True Ventures on the unintended con...
A wide ranging conversation about the connection between the private and public markets, and about unintended consequences.
53 min
25
Andy Salamon of Material Companies on start-up,...
Wide ranging conversation about start-ups, venture capital, investing and the stock markets
54 min
26
Jim O’Shaughnessy of OSAM on peak sloppiness an...
Wide ranging conversation about life, investing and markets. Topics - peak sloppiness, infinite loops, everyone is a bucket shop.
55 min
27
Jeff Richards of GGV Capital on the inevitabili...
The inevitability of Nasdaq @10,000. A wide ranging investment conversation with Jeff Richards of GGV Capital
51 min
28
Matt Golden of Golden Ventures on the great whi...
Great conversation with VC Matt Golden of Golden Ventures in the great white north!
58 min
29
Balaji Srinivasan on Info, Bio, Agro, Crypto an...
A wide ranging conversation around technology. These big trends will persist: Info, Bio, Agro, Crypto and Robo.
99 min
30
Scott Belsky of Creative Cloud, Adobe on the gr...
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.
56 min
31
Paige Craig of Arena Ventures on thriving in ch...
Thriving in chaos - a conversation about the future and start-up investing with Paige Craig
59 min
32
Jack Kennedy of Platform Science on the new fle...
Jack and Howard talk logistics and Platform Science which delivers a new generation of technology to drivers and fleet operators.
52 min
33
Brew Johnson of PeerStreet on the real estate d...
The effects of Covid on the real estate market. PeerStreet is the largest real estate debt marketplace.
47 min
34
Peter Brandt of PeterLBrandt.com on taking the ...
Trading as a community project. Take the risk in the markets you know.
43 min
35
Peter Yared of InCountry on managing regulated ...
Data is the new oil. InCountry’s global infrastructure securely manages regulated data.
45 min
36
Adam Slutsky of Gather Ventures on the changes ...
Food, glorious food. Plant based diets and the changes in the food industry.
51 min
37
Jen Lefcourt of Freestyle VC on successful seri...
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.
63 min
38
Alex Bard and Tomasz Tunguz of Redpoint Venture...
Headwinds and Tailwinds from the pandemic. A wide ranging conversation with Alex Bard and Tomasz Tunguz of Redpoint Ventures.
55 min
39
John Frankel of ff Venture Capital on the futur...
Localization of manufacturing is inevitable. “Where do you want your robots?”
49 min
40
Joe Sticco and Preston Van Loon of Cryptex on t...
What can I do with a theorem? It’s like Bitcoin, but weirder.
43 min
41
Paul Rosen, Entrepreneur in the Marijuana Indus...
The ups and downs of the private and public marijuana markets
51 min
42
Eddy Elfenbein of Crossing Wall Street on how t...
Longtime investor Eddy Elfenbein explains how to build and market you own ETF
34 min
43
Tobias Carlisle of Acquirers Funds on Value inv...
Tobias Carlisle and I talk about value investing in a pandemic world
38 min
44
Alan Shurr, Retired Oil Trader, on trading and ...
100 million barrels a day is a lot to store during a pandemic
49 min
45
Villi Iltchev of Two Sigma Ventures on remote w...
Remote work and open source software are just getting started
43 min
46
Josh Brown of Ritholtz Wealth Management on why...
The future of wealth management business, and the power of a defensible investment strategy. Everyone should have a financial advisor.
54 min
47
Tren Griffin of 25iq.com on business in general...
A wide ranging business conversation with Tren Griffin
56 min
48
Rob Petrozzo of Rally Road on stock market of c...
The stock market of collectibles - how to invest in shares of unique assets
32 min
49
Matthew Prince of Cloudflare on how to build a ...
Cloudflare - Helping to build a better Internet
39 min
50
Polina Marinova of The Profile on the panic thr...
The panic through the eyes of a young New Yorker who’s building a subscription business in 2020
37 min
51
Chris Sacca of Lowercase LLC on why the best fo...
The best founders are never selling - they exude an inevitability of success
53 min
52
Semil Shah of Haystack on lower valuations due ...
Early stage founders need to come to terms with lower valuations due to the crisis. The demand shift is real.
60 min
53
Moshe Ben Ari of Arisoho on fashion and retail ...
A street level look at NYC fashion and retail in a Covid world Guest
33 min
54
Robi Ganguly of Apptentive on enterprise sales ...
Growing enterprise sales in a Covid world
35 min
55
Anish Acharya of Andreessen Horowitz on how the...
The Fintech adjacent, bull market ahead, and the Government has a distribution problem.
48 min
56
Samantha LaDuc of LaDuc Trading on timing the m...
Using intermarket analysis to time markets
53 min
57
Roger Ehrenberg of IA Ventures on radical trans...
A wide ranging conversation about venture capital investing, and the topic of radical transparency
61 min
58
Ed Sim of Boldstart Ventures on Investing Lesso...
Investing lessons from a long time venture capitalist
39 min
59
Annie Duke of AnnieDuke.com on Thinking in Bets...
Thinking in Bets
53 min
60
Louie Moses of Moses Inc on the business of per...
It’s time for tinkering — a deep look at advertising and the business of persuasion
60 min
61
Sean Park of Anthemis Group shares his global v...
A seasoned veteran’s global view of Fintech
73 min
62
Jeremy Bernick and Aaron Nach, College Students...
College life in a Covid world
44 min
63
Bobby Matson of Payitoff on the pitfalls of stu...
Student Debt is a Pandemic in itself
37 min
64
Michael Katz of mParticle on customer experienc...
The best customer experiences begin with the right data
51 min
65
Gary Zimmerman of MaxMyInterest.com on how soft...
Cash is king, and software speeds your way to the throne
32 min
66
Raoul Pal of Real Vision on how pensions killed...
Pensions killed the hedge funds, and the dollar wrecking ball
63 min
67
Om Malik of True Ventures on how technology is ...
Technology is now the center of the universe and with it comes tremendous change.
42 min
68
Tommy Tranfo and Riley Rosenberger of Stocktwit...
An inside look at the social network of Stocktwits
41 min
69
Sheel Mohnot of Better Tomorrow Ventures - A vi...
A view of Fintech from the early stage
49 min
70
Greg King of Rex Shares on VIX explained (EP.33)
Vix explained — a mathematical expression of volatility
36 min
71
JP Rangaswami on how Demand will return for eve...
Being optimistic but pragmatic post Covid market crash. Demand will return for everything that wasn’t destined to die.
56 min
72
Wouter Witvoet of Secfi on Pre Wealth Managemen...
Pre Wealth Management... Everything You need to Know from Secfi.com
43 min
73
Beth Jo Zeitzer of R.O.I. Properties on the Com...
COVID-19 in the Commercial Real Estate Market
39 min
74
Herb Greenberg of Pacific Square Research on th...
The stock market isn’t the economy
41 min
75
Jeff Macke, investor/author/speaker on market v...
There is no way to value the current market.
39 min
76
Ethan Silver of Lowenstein Sandler on the state...
The state of Fintech from a Lawyer’s point of view.
46 min
77
Ryan Gilbert of Propel Venture Partners on how ...
Sometimes you just have to pedal harder to make it through a crisis.
35 min
78
Paul Tran of Manscaped on building a successful...
Inside a Rocketship — Building a Brand in 2020
47 min
79
Adam Lilling of Plus Capital on optimizing for ...
Decide to optimize for success or optimize for dilution
44 min
80
Marcus @aureliuscapital on how to Profit from t...
Profiting from the panic.
50 min
81
Blair Livingston of Street Contxt on demand for...
There will always be people willing to invest for a later return, and people wanting capital that are willing to pay for it.
49 min
82
Mike Lazerow of Velvet Sea Ventures on Valuatio...
Valuations are like the weather...
59 min
83
Eric Crittenden of Standpoint Asset Management ...
Being mildly panicked is like being overly prepared.
54 min
84
Jack Newhouse of Gator Trading Partners on how ...
Be prepared!
62 min
85
Bill Bishop of Sinocism.com on China-US relatio...
Should we be panicked over China-US relations?
51 min
86
Paul Traub of Consilium Advisors on Restructuri...
Liquidity, liquidity, liquidity - and the world of restructuring
37 min
87
Stuart Sopp of Current Bank on Digital Banking ...
The explosion of Current Bank and digital banking
49 min
88
Mark Mullen of Double M Partners on Economic Cy...
Hellooooo.... economic cycles still happen!
48 min
89
Shannon McLay of Financial Gym on the bitch of ...
The market is a PMSing bitch right now!
43 min
90
Ben Hunt of Epsilon Theory on navigating the no...
Getting ahead of the next panic/unstructured data and narratives.
42 min
91
Chris Kimble of Kimble Charting Solutions on pa...
In a panic, the only thing that goes up is correlation.
40 min
92
Peter Cardasis' words of wisdom (EP.11)
Wisdom from a wily veteran
39 min
93
Fred Wilson of Union Square Ventures on Investi...
Wide ranging investing conversation with Venture Capitalist Fred Wilson.
47 min
94
Yoni Assia of eToro on learning from crises (EP.9)
Is this 1929 meets 2008?
47 min
95
Phil Pearlman of Stocktwits on long term perspe...
The velocity of everything failing apart is spectacular - long term perspective and planning is the most critical thing in the universe..
51 min
96
Russ Fradin of Dynamic Signal - Panic Later (EP.7)
There will be plenty of time for panic later
43 min
97
Brad Feld (Part 1) Foundry Group on Post-Panic...
After panic comes the grind
48 min
98
Brad Feld (Part 2), Foundry Group on Looking Fo...
Looking forward - flattening the curve
52 min
99
Jeff Richards, venture capitalist on Panic and ...
Opportunity and panic goes hand in hand - telemedicine, remote work and online education.
45 min
100
Brian Norgard on the other end of panic (EP.3)
Brian and Howard talk about what’s on the other end of panic
43 min