Panic Special with Howard - A Hint of Panic Over the Great Roundtrip (EP.190)

The markets are in turmoil, and while this is an evergreen podcast, I thought it was important to put this episode out now and address what’s currently going on in the markets because we’re having our first real Panic since March of 2020. We kept our cool back then, but this panic we’re in now is very focused on a specific group of companies. It’s mainly focused on technology companies that are doing well, but are just overvalued.

Host - Howard Lindzon, Managing Partner at Social Leverage, and Host of Panic With Friends Podcast 

Co-Host - Knut Jensen, Sidekick and Producer of Panic With Friends Podcast 

howardlindzon.com, socialleverage.com 

Twitter: @howardlindzon, @socialLeverage, @knutjensen 

linkedin.com/in/howardlindzon 

linkedin.com/in/knutejensen 

linkedin.com/company/socialleverage 

Odd Lots podcast with Joe Weisenthal and Tracy Alloway 

#fintech #invest #investment #venturecapital #stockmarket #finance 

Show Notes:

(00:42) - Intro

(03:27) - Listener questions

(04:13) - For any Whoop employees listening

(04:28) - What is the Great Roundtrip and what can we learn from it?

(05:46) - Poster child ARK’s Cathie Wood

(06:29) - The FANG stayed intact for the most part

(07:26) - We don’t have a full market crash

(08:22) - Great investors will find the companies that emerge

(08:51) - Cloudflare, Shopify, and Zoom

(09:48) - 8 to 80 brands with great margins

(11:24) - Are the markets as connected as I thought?

(11:44) - Private markets acting more efficiently than public

(12:31) - Public market equivalent selloff of 50, 60, 70 percent

(14:16) - A nasty correction in pricing for private companies

(15:11) - Eventually these are connected markets

(15:38) - What excites me moving forward

(16:00) - Tech outperforms over the long haul

(16:44) - If energy stays up, high tech will win

(17:07) - Figuring out how to get rid of carbon

(17:31) - While everybody chases energy, tech will win the day

(18:11) - Tech stocks are not 1999

(21:45) - We need balance, but the show is about trends

(22:07) - Closing thoughts