Panic with Friends - Howard Lindzon Frank Rotman of QED Investors - Fintech Operator Turned Fintech Investor (EP.181)
Dec 23, 2021
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 4min
Investing in Companies
03:48 • 3min
I Was in a Meaning With Dan Lobe One Time, You Know, You Remind Me of Someone
06:32 • 2min
Capital One and the Credit Card Industry
08:25 • 3min
Separating Bubbles Megatrends Is Really Difficult
11:38 • 5min
The One School That Says, You Can Raise a Billion Dollars Is the Time to Walk Away?
16:18 • 3min
How Do You Deal With the Changes in the VC Investing Ecosystem?
19:26 • 5min
How Does C E D Arm These Younger People?
24:25 • 3min
Can You Write a 500 K C Check?
27:16 • 2min
How Do You Deal With a Company Goes Public?
28:52 • 3min
Are You a Good Public Market Investor?
32:13 • 2min
Are You a Good Steward of the Capital?
34:05 • 2min
The First Principles of Investing
35:37 • 6min
What Do You Think About Negative Rates?
41:32 • 5min
Investing in the Rails of Cryptocurrency
46:43 • 3min
What Is the Logic Behind Your Investment?
49:53 • 3min
Finteck - You're a Pro!
52:25 • 3min