

Panic with Friends - Howard Lindzon
Panic with Friends
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.
Episodes
Mentioned books

Nov 2, 2020 • 42min
Chris Hulls of Life360 on How He Became TikTok Famous and Redeemed Himself (and His Company) with Gen Z (EP.113)
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! Guest - Chris Hulls, Cofounder & CEO at Life360 Inc howardlindzon.com, life360.com Twitter: @howardlindzon, @ChrisHulls, @Life360, @knutjensen linkedin.com/in/chrishulls #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 29, 2020 • 49min
Steven Rosenblatt of VC Firm Oceans on Working with Steve Jobs and What It's Like to Transform a Consumer App to an Enterprise Company (EP.112)
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! Guest - Steven Rosenblatt, Co-Founder & General Partner at Oceans howardlindzon.com, oceans.ventures Twitter: @howardlindzon, @stevenjr76, @oceanventures, @knutjensen linkedin.com/in/stevenrosenblatt #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 26, 2020 • 49min
Josh Elman, Veteran Consumer Product Leader, On Being Involved in the Early Stages of Every Major Platform from Twitter to Facebook (EP.111)
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. Guest - Josh Elman, Veteran Product Builder and Leader howardlindzon.com Twitter: @howardlindzon, @joshelman, @knutjensen Medium.com/@joshelman linkedin.com/in/joshe #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 22, 2020 • 52min
Michael Porat of Cohesity On the Power of Data, Future of Cybersecurity, and Investor Ecosystem (EP.110)
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. Guest - Michael Porat, VP of Strategy & Business Development at Cohesity howardlindzon.com, Cohesity.com Twitter: @howardlindzon, @mporat, @Cohesity, @knutjensen linkedin.com/in/mporat #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 19, 2020 • 55min
Patrick O’Shaughnessy of Osam, and Host of Invest Like the Best, On the Intersection of Investing, Finance, Tech and Software (EP.109)
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! Guest - Patrick O’Shaughnessy, Principal & CEO at O’Shaughnessy Capital Management, Host of Invest Like the Best Podcast howardlindzon.com, osam.com Twitter: @howardlindzon, @patrick_oshag, @InvestLikeBest, @knutjensen linkedin.com/in/patrick-o-shaughnessy-cfa-6721176 #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 15, 2020 • 50min
Kyle Samani of Multicoin Capital on the History of Crypto, How He Invests in It, and His Predictions for Crypto’s Future (EP.108)
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 cofounder 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! Guest - Kyle Samani, Cofounder & Managing Partner at Multicoin Capital howardlindzon.com, multicoin.capital Twitter: @howardlindzon, @kylesamani, @knutjensen linkedin.com/in/kylesamani #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 12, 2020 • 57min
Barry Ritholtz of Ritholtz Wealth Management On Financial Twitter, His Dream Dinner Guests, and More (EP.107)
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!Guest - Barry Ritholtz, Chairman and CIO at Ritholtz Wealth Managementhowardlindzon.com, ritholtz.com, ritholtzwealth.com Twitter: @howardlindzon, @ritholtz, @RitholtzWealth, @knutjensen #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 8, 2020 • 57min
Kelvin Beachum of Arizona Cardinals on life and investing (EP.106)
I had a great time sitting down to chat with my friend, great investor, human and NFL Athlete Kelvin Beachum Guest - Kelvin Beachum, Offensive Lineman at Arizona Cardinals howardlindzon.com, kelvinbeachum.com Twitter: @howardlindzon, @KelvinBeachumJr, @knutjensen linkedin.com/in/kb2smu #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 5, 2020 • 40min
Patrick O’Connor of Summit Peak on how a fund of funds work (EP.105)
Inside the world of how a fund of funds work in the venture capital markets with Patrick O’Connor Guest - Patrick O’Connor, Managing Partner at Summit Peak Investments howardlindzon.com, summitpeak.com Twitter: @howardlindzon, @knutjensen linkedin.com/in/patrick-o-7607696 #fintech #invest #investment #venturecapital #stockmarket #finance

Oct 1, 2020 • 51min
Yoshi Yokokawa of Alpaca on the global growth in trading (EP.104)
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 Guest - Yoshi Yokokawa, Co-Founder and CEO at Alpaca howardlindzon.com, alpaca.markets Twitter: @howardlindzon, @iyoshyoshi, @AlpacaHQ, @knutjensen Linkedin.com/in/yoshiyokokawa #fintech #invest #investment #venturecapital #stockmarket #finance