Panic with Friends - Howard Lindzon cover image

Panic with Friends - Howard Lindzon

Latest episodes

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Nov 4, 2021 • 49min

Alex Danco of Shopify on Biotech, E-commerce, Fintech, and the Joys of Parenting (EP.174)

We’ve got Alex in the house for Round 2. He’s one of my favorite reads, one of my favorite thinkers; and works for one of my favorite companies: Shopify. (Well, maybe second only to Netflix) Alex has some real in-depth experience because of his time at Social Capital, he reads endlessly, thinks about fintech, and obviously understands e-commerce. We cover all that, discuss the joys of parenting, and round out with his really big passion around biotech. Guest - Alex Danco of Shopify Money howardlindzon.com, shopify.com, alexdanco.com Newsletter: danco.substack.com Twitter: @howardlindzon, @Alex_Danco, @knutjensen linkedin.com/in/alexdanco #fintech #invest #investment #venturecapital #stockmarket #finance 
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Oct 28, 2021 • 1h 2min

David Sacks of Craft Ventures on the Future of Social-Audio, Jewish Mothers, and a Thousand Unicorns (EP.173)

This week’s episode features a new friend, David Sacks. Maybe you’ve heard of PayPal? David was their first COO. He’s been in the room with Elon, Peter, and Max. David’s the founder of Yammer, turned around Zenefits as interim CEO, and founded Craft Ventures. Add investments in Facebook, Uber, Space X, Palantir, Airbnb and Houzz. He’s also co-host of the All-In Podcast. But today he’s here to talk about the future. And it’s so bright, we’re gonna have to wear shades! Guest - David Sacks, Co-Founder and GP at Craft Ventures, Founder at Callin howardlindzon.com, craftventures.com, allinpodcast.coTwitter: @howardlindzon, @DavidSacks, @theallinpod, @craft_ventures, @getcallin, @knutjensen linkedin.com/in/davidoliversacks #fintech #invest #investment #venturecapital #stockmarket #finance 
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Oct 21, 2021 • 1h 7min

Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)

Charlie Bilello is a veteran of the show and is back to talk markets, markets, markets. I like to catch up on the markets once a quarter – I could talk about the markets every day, but we’ve got a lot of stuff going on. And we love having Charlie on because he’s always prepared. We discuss zero percent rates and why the Fed is buying mortgages, the stealth bear market, and the delta wave impact on micro trends. So, come fly the friendly skies with me… Investing is easy!Guest - Charlie Bilello, Founder and CEO at Compound Capital Advisors howardlindzon.com, compoundadvisors.com, compoundadvisors.com/newsletter Twitter: @howardlindzon, @charliebilello, @knutjensen, @jetstarcapital #fintech #invest #investment #venturecapital #stockmarket #finance 
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Oct 14, 2021 • 53min

Rob Petrozzo of Rally on Classic Cars, Dinosaur Bones, and Crypto Punks (EP.171)

Today’s guest is Rob Petrozzo. He’s the co-founder and Chief Product Officer of Rally. I’m a seed investor in Rally through Social Leverage going way back, and Rob knows his topic so well. He's a marketing culture person. I’m not saying you can’t learn this stuff, but it really just oozes out of his skin. Collectibles are 'right now'; and it's just opened up to the masses. It feels like it's on a rocketship about to take off. There's big money looking for the best in class and finding their way back to historic rarities. That on-ramp now exists for everyone at Rally. Guest - Rob Petrozzo, Co-Founder and CPO at Rally howardlindzon.com, rallyrd.com Twitter: @howardlindzon, @robpetrozzo, @OnRallyRd, @knutjensen @jetstarcapital linkedin.com/in/robpetrozzo#fintech #invest #investment #venturecapital #stockmarket #finance 
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Oct 7, 2021 • 44min

Nick Adler of The Unified, on Crypto, Collectibles, Culture, Community, and More (EP.170)

On today’s episode I’m hanging out with my new friend, Nick Adler. I’m not sure the best way to describe him - he’s a lawyer, entertainment wiz, and works with the one and only Snoop Dogg himself. They’ve gone on a massive run together, and we get into crypto and NFTs and collectibles and digital. There’s so much movement, there’s so much happening, and celebrity culture is at the center of it. It’s a blank canvas if you’re willing to be adventurous and take chances. Nick also has his own Podcast: Who’s buying this sh!t. Guest - Nick Adler, Founder of The Unified, and longtime business partner of Snoop Dogg. howardlindzon.com, soundcloud.com/whosbuyingthisshit Twitter: @howardlindzon, @nickyads, @knutjensen linkedin.com/in/nicholas-adler-3051587 #fintech #invest #investment #venturecapital #stockmarket #finance 
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Sep 30, 2021 • 55min

Garry Tan of Initialized Capital on Crazy Cap Tables, Crypto and Finding Balance in a World of Endless Opportunities (EP.169)

Today we're excited to have Garry Tan from Initialized Capital. His resume is bananas. Garry is a Stanford grad, a Y Combinator alum, and a seed investor in Coinbase. We cover his early days with Posterous, cutting his teeth at Y Combinator, founding Initialized Capital, and his media moves on YouTube. Get an inside seat on what makes a great entrepreneur, founder, and investor. Garry's a big fan of the show, and it's safe to say he'll become a regular. Guest - Garry Tan, Co-Founder and Managing Partner at Initialized Capital howardlindzon.com, initialized.com, youtube.com/garrytan Twitter: @howardlindzon, @garrytan, @knutjensen youtube.com/garrytan #fintech #invest #investment #venturecapital #stockmarket #finance 
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Sep 23, 2021 • 1h 4min

Greg Bettinelli of Upfront Ventures on 'Walking Tall', Large Secondary Markets, and Innovation (EP.168)

On this episode we discuss how the movie Let it Ride is the original speculation meme - long before Wall Street Bets was cool. We talk about why Greg’s panicked about fires. And of course, we talk markets – finding those markets where the secondary market can be bigger than the primary market. How this is all leading to the fractionalizing of shares; and the eventual need for a regulatory framework. We close with the figurative fires of how much is happening around consumer and business behavior, particularly post COVID, and Greg’s search for great teams in what he calls the “founder-market fit”Guest - Greg Bettinelli, Partner at Upfront Ventures howardlindzon.com, upfront.com Twitter: @howardlindzon, @gregbettinelli, @upfrontvc, @knutjensen linkedin.com/in/gregbettinelli #fintech #invest #investment #venturecapital #stockmarket #finance 
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Sep 16, 2021 • 56min

Ryan Hoover of Product Hunt and Weekend Fund on Starting, Building, and Investing (EP.167)

In this episode we cover the early days building Product Hunt in the Tenderloin district, Ryan's move to Miami, and raising money naked in the age of Zoom. After a stint at a video game company in Eugene, Ryan found his way to San Francisco where he worked at a startup called Playhaven. He spent three and a half years building a network, relationships, and blogging. He was curious about discovering great products and wrote a newsletter, which led to Product Hunt. Once he sold Product Hunt to AngelList, Ryan switched hats to become an investor with Weekend Fund. We talk a little crypto, building communities, and round out our conversation with the three favorite public companies he’d buy tomorrow, regardless of price. Guest - Ryan Hoover, Investor at Weekend Fund and Founder of Product Hunt howardlindzon.com, weekend.fund, producthunt.com, ryanhoover.me  Twitter: @howardlindzon, @rrhoover, @knutjensen linkedin.com/in/ryanrhoover #fintech #invest #investment #venturecapital #stockmarket #finance 
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Sep 2, 2021 • 1h

John Street Capital on the Markets, Retail Investing, Regulation and Why He’s Bullish on Crypto (EP.165)

On this week’s episode, we brought back a very special guest and probably one of the top 5 smartest people I know — John Street Capital. While he remains anonymous on the internet, he’s a good friend of the podcast. What makes John Street so unique is his deep understanding of everything from infrastructure, tech, banking, corporate development, VCs, trading, and more. John Street spends most of his time producing some incredibly thoughtful content on Medium. If you listen to John Street, I promise you’ll have a more clear understanding of how the markets work. On top of having such an insightful guest, I also had Don Nitti, a former Panic guest and portfolio manager, join me to help co-host this episode. In this episode, the guys and I talk about liquidity, private and public markets, exchange and crossover funds, why John Street is bullish on crypto, DeFi, regulations, buying the dip, retail investing, Coinbase, Citadel, Robinhood, Square, and more. Enjoy! Guest - John Street Capital howardlindzon.com, john-street-capital.medium.com Twitter: @howardlindzon, @JohnStCapital, @knutjensen @jetstarcapital #fintech #invest #investment #venturecapital #stockmarket #finance 
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Aug 26, 2021 • 1h 3min

Ram Parameswaran of Octahedron Capital on China, No-Brainer Investments, and the Markets (EP.164)

Ram Parameswaran has been dominating growth and “crossover” investing for years. He’s got an incredible mind and is a fantastic sharer of ideas, trends, themes, and insights. I’ve had Ram on the podcast in the past to discuss his background and investing thesis. So I figured it was about time to bring him back on to talk about the future, markets, and more. Ram’s firm Octahedron Capital is a crossover fund that invests in the internet economy. But before striking out on his own to start his own firm, Ram was doing big things at the multi-billion dollar firm Altimeter Capital (I’ve actually been a fan of Altimeter founder Brad Gerstner for some time and have shared links to his work in the past). Ram also has some big names in his past investments, including a pre-IPO Uber, Google and TikTok parent Bytedance. In this episode, Ram and I talk about investing in and demystifying the media’s views of China, regulation, building infrastructure, investing in tech, no-brainer investments, SPACs, and companies like Amazon, Uber, Roobinhood, and more. Enjoy! Guest - Ram Parameswaran, Founder and CIO at Octahedron Capital howardlindzon.com, octahedroncapital.com Twitter: @howardlindzon, @_ram_, @knutjensen, @jetstarcapital linkedin.com/in/ramparameswaran #fintech #invest #investment #venturecapital #stockmarket #finance 

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