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.

Jason Wild of JW Asset Management on Why You Sh...
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.
41 min
Jason Gardner of Marqeta, Inc. on Making It as ...
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.
38 min
Shopify President Harley Finkelstein on the Fut...
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.
49 min
Joanne Wilson of Gotham Gal on How She’s Invest...
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.
47 min
Zach Weinberg of Operator Partners on the Futur...
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.
51 min
Former GoDaddy CEO Scott Wagner on the Domain I...
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.
43 min
Bloomberg’s Ted Merz on Financial Journalism an...
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.
51 min
Douglas Boneparth of Bone Fide Wealth on How He...
If our last guest Tiffany Zhoug 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!
54 min
Tiffany Zhong, Gen Z Whisperer and Zebra IQ CEO...
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.
50 min
Rajat Bhargava of Jump Cloud On the Future of C...
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.
37 min
Romeo Power’s Lionel Selwood and RMG’s Robert M...
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.
38 min
A Special 2020 Year in Review with Stocktwits’ ...
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!
42 min
Epsilon Theory Co-Founder and Author Ben Hunt o...
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!
43 min
Christie Marchese of Storyspaces On the New The...
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.
38 min
Ram Parameswaran of Octahedron Capital On Why I...
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!
55 min
Rick Heitzmann of FirstMark Capital Joins Me to...
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!
50 min
Glenn Solomon of GGV Capital On Investing in th...
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!
57 min
Former NFL Player Ryan Nece of Next Play Capita...
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.
38 min
TubeMogul Founder and Entrepreneur Brett Wilson...
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!
43 min
Lewis Johnson of Capital Wealth Advisors and Fu...
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 lines in COVID-19 and more. It was clearly a smörgåsbord of a discussion. Enjoy!
48 min
Invesco’s John Hoffman and Nasdaq’s Sean Wasser...
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.
36 min
Troy Prince of Wall Street Bound On Investing i...
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.
30 min
Woodrow Levin of Extend On Recovering from Fail...
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!
42 min
Savneet Singh of PARTech on the Accelerating So...
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.
47 min
Stuart Sopp of Current on the Future of Digital...
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!
45 min
Rishi Khanna of Stocktwits Makes His Podcast De...
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.
36 min
Chris Hulls of Life360 on How He Became TikTok ...
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!
41 min
Steven Rosenblatt of VC Firm Oceans on Working ...
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!
48 min
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, (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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Brian Shannon of 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
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
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
Sheel Mohnot of Better Tomorrow Ventures on fin...
A fintech conversation with super angel investor Sheel Mohnot of Better Tomorrow Ventures
31 min
John Street Capital of 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
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
Andy Salamon of Material Companies on start-up,...
Wide ranging conversation about start-ups, venture capital, investing and the stock markets
54 min
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
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
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
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
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
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
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
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
Peter Brandt of on taking the ...
Trading as a community project. Take the risk in the markets you know.
43 min
Peter Yared of InCountry on managing regulated ...
Data is the new oil. InCountry’s global infrastructure securely manages regulated data.
45 min
Adam Slutsky of Gather Ventures on the changes ...
Food, glorious food. Plant based diets and the changes in the food industry.
51 min
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
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
John Frankel of ff Venture Capital on the futur...
Localization of manufacturing is inevitable. “Where do you want your robots?”
49 min
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
Paul Rosen, Entrepreneur in the Marijuana Indus...
The ups and downs of the private and public marijuana markets
51 min
Eddy Elfenbein of Crossing Wall Street on how t...
Longtime investor Eddy Elfenbein explains how to build and market you own ETF
34 min
Tobias Carlisle of Acquirers Funds on Value inv...
Tobias Carlisle and I talk about value investing in a pandemic world
38 min
Alan Shurr, Retired Oil Trader, on trading and ...
100 million barrels a day is a lot to store during a pandemic
49 min
Villi Iltchev of Two Sigma Ventures on remote w...
Remote work and open source software are just getting started
43 min
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
Tren Griffin of on business in general...
A wide ranging business conversation with Tren Griffin
56 min
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
Matthew Prince of Cloudflare on how to build a ...
Cloudflare - Helping to build a better Internet
39 min
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
Chris Sacca of Lowercase LLC on why the best fo...
The best founders are never selling - they exude an inevitability of success
53 min
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
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
Robi Ganguly of Apptentive on enterprise sales ...
Growing enterprise sales in a Covid world
35 min
Anish Acharya of Andreessen Horowitz on how the...
The Fintech adjacent, bull market ahead, and the Government has a distribution problem.
48 min
Samantha LaDuc of LaDuc Trading on timing the m...
Using intermarket analysis to time markets
53 min
Roger Ehrenberg of IA Ventures on radical trans...
A wide ranging conversation about venture capital investing, and the topic of radical transparency
61 min
Ed Sim of Boldstart Ventures on Investing Lesso...
Investing lessons from a long time venture capitalist
39 min
Annie Duke of on Thinking in Bets...
Thinking in Bets
53 min
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
Sean Park of Anthemis Group shares his global v...
A seasoned veteran’s global view of Fintech
73 min
Jeremy Bernick and Aaron Nach, College Students...
College life in a Covid world
44 min
Bobby Matson of Payitoff on the pitfalls of stu...
Student Debt is a Pandemic in itself
37 min