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
Josh Elman, Veteran Consumer Product Leader, On...
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.
48 min
2
Michael Porat of Cohesity On the Power of Data,...
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.
51 min
3
Patrick O’Shaughnessy of Osam, and Host of Inve...
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!
54 min
4
Kyle Samani of Multicoin Capital on the History...
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 founder 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!
49 min
5
Barry Ritholtz of Ritholtz Wealth Management On...
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!
57 min
6
Kelvin Beachum of Arizona Cardinals on life and...
I had a great time sitting down to chat with my friend, great investor, human and NFL Athlete Kelvin Beachum
56 min
7
Patrick O’Connor of Summit Peak on how a fund o...
Inside the world of how a fund of funds work in the venture capital markets with Patrick O’Connor
40 min
8
Yoshi Yokokawa of Alpaca on the global growth i...
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
50 min
9
Ross Mason of Dig Ventures on the continuous so...
Ross Mason (founder of Mulesoft - acquired by Salesforce) joins me to explain that we are still in the early innings of the software revolution.
52 min
10
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
11
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
12
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
13
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
14
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
15
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
16
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
17
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
18
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
19
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
20
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
21
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
22
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
23
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
24
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
25
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
26
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
27
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
28
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
29
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
30
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
31
Sheel Mohnot of Better Tomorrow Ventures on fin...
A fintech conversation with super angel investor Sheel Mohnot of Better Tomorrow Ventures
31 min
32
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
33
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
34
Andy Salamon of Material Companies on start-up,...
Wide ranging conversation about start-ups, venture capital, investing and the stock markets
54 min
35
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
36
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
37
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
38
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
39
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
40
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
41
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
42
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
43
Peter Brandt of PeterLBrandt.com on taking the ...
Trading as a community project. Take the risk in the markets you know.
43 min
44
Peter Yared of InCountry on managing regulated ...
Data is the new oil. InCountry’s global infrastructure securely manages regulated data.
45 min
45
Adam Slutsky of Gather Ventures on the changes ...
Food, glorious food. Plant based diets and the changes in the food industry.
51 min
46
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
47
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
48
John Frankel of ff Venture Capital on the futur...
Localization of manufacturing is inevitable. “Where do you want your robots?”
49 min
49
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
50
Paul Rosen, Entrepreneur in the Marijuana Indus...
The ups and downs of the private and public marijuana markets
51 min
51
Eddy Elfenbein of Crossing Wall Street on how t...
Longtime investor Eddy Elfenbein explains how to build and market you own ETF
34 min
52
Tobias Carlisle of Acquirers Funds on Value inv...
Tobias Carlisle and I talk about value investing in a pandemic world
38 min
53
Alan Shurr, Retired Oil Trader, on trading and ...
100 million barrels a day is a lot to store during a pandemic
49 min
54
Villi Iltchev of Two Sigma Ventures on remote w...
Remote work and open source software are just getting started
43 min
55
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
56
Tren Griffin of 25iq.com on business in general...
A wide ranging business conversation with Tren Griffin
56 min
57
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
58
Matthew Prince of Cloudflare on how to build a ...
Cloudflare - Helping to build a better Internet
39 min
59
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
60
Chris Sacca of Lowercase LLC on why the best fo...
The best founders are never selling - they exude an inevitability of success
53 min
61
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
62
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
63
Robi Ganguly of Apptentive on enterprise sales ...
Growing enterprise sales in a Covid world
35 min
64
Anish Acharya of Andreessen Horowitz on how the...
The Fintech adjacent, bull market ahead, and the Government has a distribution problem.
48 min
65
Samantha LaDuc of LaDuc Trading on timing the m...
Using intermarket analysis to time markets
53 min
66
Roger Ehrenberg of IA Ventures on radical trans...
A wide ranging conversation about venture capital investing, and the topic of radical transparency
61 min
67
Ed Sim of Boldstart Ventures on Investing Lesso...
Investing lessons from a long time venture capitalist
39 min
68
Annie Duke of AnnieDuke.com on Thinking in Bets...
Thinking in Bets
53 min
69
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
70
Sean Park of Anthemis Group shares his global v...
A seasoned veteran’s global view of Fintech
73 min
71
Jeremy Bernick and Aaron Nach, College Students...
College life in a Covid world
44 min
72
Bobby Matson of Payitoff on the pitfalls of stu...
Student Debt is a Pandemic in itself
37 min
73
Michael Katz of mParticle on customer experienc...
The best customer experiences begin with the right data
51 min
74
Gary Zimmerman of MaxMyInterest.com on how soft...
Cash is king, and software speeds your way to the throne
32 min
75
Raoul Pal of Real Vision on how pensions killed...
Pensions killed the hedge funds, and the dollar wrecking ball
63 min
76
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
77
Tommy Tranfo and Riley Rosenberger of Stocktwit...
An inside look at the social network of Stocktwits
41 min
78
Sheel Mohnot of Better Tomorrow Ventures - A vi...
A view of Fintech from the early stage
49 min
79
Greg King of Rex Shares on VIX explained (EP.33)
Vix explained — a mathematical expression of volatility
36 min
80
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
81
Wouter Witvoet of Secfi on Pre Wealth Managemen...
Pre Wealth Management... Everything You need to Know from Secfi.com
43 min
82
Beth Jo Zeitzer of R.O.I. Properties on the Com...
COVID-19 in the Commercial Real Estate Market
39 min
83
Herb Greenberg of Pacific Square Research on th...
The stock market isn’t the economy
41 min
84
Jeff Macke, investor/author/speaker on market v...
There is no way to value the current market.
39 min
85
Ethan Silver of Lowenstein Sandler on the state...
The state of Fintech from a Lawyer’s point of view.
46 min
86
Ryan Gilbert of Propel Venture Partners on how ...
Sometimes you just have to pedal harder to make it through a crisis.
35 min
87
Paul Tran of Manscaped on building a successful...
Inside a Rocketship — Building a Brand in 2020
47 min
88
Adam Lilling of Plus Capital on optimizing for ...
Decide to optimize for success or optimize for dilution
44 min
89
Marcus @aureliuscapital on how to Profit from t...
Profiting from the panic.
50 min
90
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
91
Mike Lazerow of Velvet Sea Ventures on Valuatio...
Valuations are like the weather...
59 min
92
Eric Crittenden of Standpoint Asset Management ...
Being mildly panicked is like being overly prepared.
54 min
93
Jack Newhouse of Gator Trading Partners on how ...
Be prepared!
62 min
94
Bill Bishop of Sinocism.com on China-US relatio...
Should we be panicked over China-US relations?
51 min
95
Paul Traub of Consilium Advisors on Restructuri...
Liquidity, liquidity, liquidity - and the world of restructuring
37 min
96
Stuart Sopp of Current Bank on Digital Banking ...
The explosion of Current Bank and digital banking
49 min
97
Mark Mullen of Double M Partners on Economic Cy...
Hellooooo.... economic cycles still happen!
48 min
98
Shannon McLay of Financial Gym on the bitch of ...
The market is a PMSing bitch right now!
43 min
99
Ben Hunt of Epsilon Theory on navigating the no...
Getting ahead of the next panic/unstructured data and narratives.
42 min
100
Chris Kimble of Kimble Charting Solutions on pa...
In a panic, the only thing that goes up is correlation.
40 min