Panic with Friends - Howard Lindzon

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

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

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

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

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

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

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

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

If anyone knows fintech — it’s Julie VerHage-Greenberg. She was one of Bloomberg’s first fintech reporters and even covered Robinhood from before it was a billion dollar company. Since her time at Bloomberg, Julie has gone on to build her own media and newsletter company. Fintech Today is a community and media/content company focused on the fintech startup ecosystem for investors, entrepreneurs and operators in the space. On top of her founder duties, Julie is also an angel investor, startup advisor, podcast host, group fitness instructor, running coach, and yoga teacher. It’s alway fun to have reporters and fellow podcast hosts like Julie on Panic with Friends and ask them some questions for a change. In this episode, Julie and I talk about her jump to and building a fintech product, API, Robinhood, BNPL, Bitcoin, the gamification of trading, financial education, and more. Enjoy! 

Guest - Julie VerHage-Greenberg, Co-Founder at Fintech Today 

howardlindzon.com, fintechtoday.co 

Twitter: @howardlindzon, @julieverhage, @Fintechtoday_, @knutjensen 

linkedin.com/in/Julie-verhage-greenberg-1748801b 

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

Raoul Pal leads Real Vision as co-founder and CEO. I’m a big fan and investor in Real Vision — a company with the goal of democratizing the very best of financial intelligence through media and video. Raoul has a history of managing hedge funds, and he was also one of a relatively small number of investors to predict the mortgage crisis of 2008–2009. Basically — he knows his stuff. I’ve also had Raoul on as a past Panic with Friends guest, and I loved getting his insights on the markets and crypto. So I figured it was time to give him another call and chat about what’s been happening in everything from the markets to tech since our last time together. In this episode, Raoul and I talk about the growing blockchain space, decentralization, crypto, the power of Twitter as a community, growing companies like FTX, asset allocation, inflation, and more. Enjoy! 

Guest - Raoul Pal, Co-Founder and CEO of Real Vision Group 

howardlindzon.com, realvision.com 

Twitter: @howardlindzon, @RaoulGMI, @RealVision, @knutjensen, @Nikita_Arora17 

https://www.linkedin.com/in/raoul-pal-real-vision 

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