Panic with Friends - Howard Lindzon cover image

Panic with Friends - Howard Lindzon

Latest episodes

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Dec 7, 2020 • 58min

Glenn Solomon of GGV Capital On Investing in the Software Industry (EP.123)

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! Guest - Glenn Solomon, Managing Partner at GGV Capital howardlindzon.com, ggvc.com, founderrealtalk.ggvc.com Twitter: @howardlindzon, @glennsolomon, @knutjensen linkedin.com/in/glennsolomon #fintech #invest #investment #venturecapital #stockmarket #finance 
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Dec 3, 2020 • 38min

Former NFL Player Ryan Nece of Next Play Capital On the Parallel Between a Good Athlete and a Good Investor (EP.122)

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. Guest - Ryan Nece, Managing Partner at Next Play Capital, LLC howardlindzon.com, nextplaycapital.com Twitter: @howardlindzon, @nextplaycapital, @knutjensen linkedin.com/in/ryan-nece-abb07b8 #fintech #invest #investment #venturecapital #stockmarket #finance 
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Nov 30, 2020 • 44min

TubeMogul Founder and Entrepreneur Brett Wilson On His Full Circle Journey from Entrepreneur to Investor (EP.121)

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! Guest - Brett Wilson, Entrepreneur, Founder of TubeMogul howardlindzon.com, swift.vc, tubemogul.com Twitter: @howardlindzon, @bjwilson34, @knutjensen linkedin.com/in/bjwilson #fintech #invest #investment #venturecapital #stockmarket #finance 
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Nov 26, 2020 • 48min

Lewis Johnson of Capital Wealth Advisors and Fundamental Global Investors On the Business of Investing (EP.120)

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 linings in COVID-19 and more. It was clearly a smörgåsbord of a discussion. Enjoy! Guest - Lewis Johnson, Co-Founder & President at Fundamental Global Investors and Co-CIO at Capital Wealth Advisors howardlindzon.com, capitalwealthadvisors.com blog.capitalwealthadvisors.com/trends-tail-risks Twitter: @howardlindzon, @TrendsTailRisks, @knutjensen linkedin.com/in/lewismjohnson #fintech #invest #investment #venturecapital #stockmarket #finance 
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Nov 23, 2020 • 37min

Invesco’s John Hoffman and Nasdaq’s Sean Wasserman On the Mother of All ETFs and Investing in Innovation (EP.119)

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. Guests - Sean Wasserman, CFA, VP & Global Head of Index & Advisor Solutions at Nasdaq, And John Hoffman, Head of Americas - ETFs & Indexed Strategies at Invesco Ltd. howardlindzon.com, nasdaq.com, invesco.com Twitter: @howardlindzon, @InvescoUS, @Nasdaq, @SeanNDAQ, @knutjensen linkedin.com/in/seanwassermanlinkedin.com/in/john-hoffman-9347513#fintech #invest #investment #venturecapital #stockmarket #finance 
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Nov 19, 2020 • 30min

Troy Prince of Wall Street Bound On Investing in Diversity and Our Youth (EP.118)

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. Guest - Troy Prince, CAIA, Founder at Wall Street Bound and Prometheus Capital Managers LLC howardlindzon.com, wallstreetbound.org, chipsforcharity.stocktwits.com Twitter: @howardlindzon, @wallst_bound, @knutjensen linkedin.com/in/troyaprincecaia #fintech #invest #investment #venturecapital #stockmarket #finance
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Nov 16, 2020 • 42min

Woodrow Levin of Extend On Recovering from Failure and Building the ‘AppleCare’ of Online Retailers (EP.117)

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! Guest - Woodrow Levin, Founder & CEO at Extend howardlindzon.com, extend.com Twitter: @howardlindzon, @WoodyLevin, @HelloExtend, @knutjensen linkedin.com/in/woodrowlevin #fintech #invest #investment #venturecapital #stockmarket #finance 
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Nov 12, 2020 • 47min

Savneet Singh of PARTech on the Accelerating Software Industry and How to Keep Up with It (EP.116)

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. Guest - Savneet Singh, President and CEO at PAR Technology Corp howardlindzon.com, partech.com Twitter: @howardlindzon, @SavneetS, @PAR_Tech, @knutjensen linkedin.com/in/savneetsingh #fintech #invest #investment #venturecapital #stockmarket #finance 
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Nov 9, 2020 • 46min

Stuart Sopp of Current on the Future of Digital Banking and Why Big Banks Are Screwed (EP.115)

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! Guest - Stuart Sopp, Founder and CEO of Current Bank howardlindzon.com, current.com Twitter: @howardlindzon, @soppstu, @knutjensen linkedin.com/in/stuartsopp #fintech #invest #investment #venturecapital #stockmarket #finance
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Nov 5, 2020 • 37min

Rishi Khanna of Stocktwits Makes His Podcast Debut to Discuss the Intersection of Financial Tech and Media (EP.114)

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. Guest - Rishi Khanna, CEO at Stocktwits howardlindzon.com, stocktwits.com, chipsforcharity.stocktwits.com Twitter: @howardlindzon, @rkhanna, @stocktwits, @knutjensen Stocktwits: @rkhanna, @howardlindzon linkedin.com/in/rishikhanna#fintech #invest #investment #venturecapital #stockmarket #finance

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