Panic with Friends - Howard Lindzon

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

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

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

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

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 Management

howardlindzon.com, ritholtz.com, ritholtzwealth.com 

Twitter: @howardlindzon, @ritholtz, @RitholtzWealth, @knutjensen 

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

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

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

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

Ross Mason (founder of Mulesoft - acquired by Salesforce) joins me to explain that we are still in the early innings of the software revolution. 

Guest - Ross Mason, Founder at Dig Ventures

howardlindzon.com, dig.ventures 

Twitter: @howardlindzon, @rossmason, @knutjensen 

linkedin.com/in/ross-mason 

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

Chetan Puttagunta of Benchmark Capital joins me to discuss the world of Open Source Software and its role in ‘software eating the world’

howardlindzon.com, benchmark.com 

Twitter: @howardlindzon, @chetanp, @benchmark, @knutjensen 

linkedin.com/in/chetanputtagunta

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