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Panic with Friends - Howard Lindzon

Panic with Friends - Howard Lindzon

285 Episodes • By Panic with Friends • howardlindzon.com/podcast/...
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 interview ...more
Investing Business
Panic with Friends - Howard Lindzon
Panic with Friends - Howard Lindzon
@panicwithfriends-howardlindzon
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Panic with Friends Update
Panic with Friends is taking a break. Today, the wor... more
Oct 5 2023 4m
Chronicle of Fear and Investment Opportunities
Chapter 1 4 mins
Changes to Panic With Friends
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Best of Panic: Jan van Eck of VanEck on Global Markets, Deglobalization, and Rising Interest Rates (EP.273)
In this re-run of Best of Panic, I had been dying to... more
Sep 28 2023 53m
US Inflation and Wage Dynamics
Chapter 1 3 mins
Introduction
Chapter 2 49 sec
Welcome Jan
Chapter 3 2 mins
Growing a mature business
Chapter 4 5 mins
History is a teacher
Chapter 5 1 min
Becoming a ‘Macro Structuralist’
Chapter 6 27 sec
Lessons from the 1970s
Chapter 7 1 min
The right way to view inflation
Chapter 8 2 mins
Bonds outperform stocks
Chapter 9 5 mins
Will the Fed pivot?
Chapter 10 2 mins
The ETF business
Chapter 11 1 min
Crypto-related ETNs
Chapter 12 23 sec
China growth & demographics
Chapter 13 1 min
Getting smarter on Brazil
Chapter 14 3 mins
Web3
Chapter 15 1 min
Thoughts on Wealthtech
Chapter 16 4 mins
What if 60/40 is wrong?
Chapter 17 18 sec
Jan argues Howard’s book
Chapter 18 1 min
People care about performance
Chapter 19 58 sec
Why Jan invested with Howard
Chapter 20 1 min
Diseconomies of scale
Chapter 21 2 mins
The future of ETFs
Chapter 22 1 min
Cherry-picking in public markets
Chapter 23 2 mins
Jan’s favorite podcasts
Chapter 24 1 min
Wrapping up
Chapter 25 1 min
Closing thoughts
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Best of Panic: Jim O’Shaughnessy on Twitter, Navigating the Current Market, and our Artificially Intelligent Future...
In this Best of Panic re-run from November 22’, Jim ... more
Sep 21 2023 59m
Accessing Knowledge for Venture Capitalists
Chapter 1 4 mins
Introduction
Chapter 2 2 mins
Welcome Jim
Chapter 3 2 mins
Strategy & Tactics
Chapter 4 2 mins
Decision time
Chapter 5 40 sec
Elon Musk
Chapter 6 3 mins
Fixing Twitter
Chapter 7 5 mins
Dealing with trolls
Chapter 8 4 mins
The real reason Elon bought Twitter
Chapter 9 2 mins
Excited about Artificial Intelligence
Chapter 10 1 min
AI ethics
Chapter 11 1 min
AI in medical research
Chapter 12 2 mins
AI legal use case
Chapter 13 28 sec
An Open AI is critical
Chapter 14 50 sec
First $1B single creator LLC
Chapter 15 1 min
Old Models are collapsing
Chapter 16 6 mins
A “Thiel-style” scholarship
Chapter 17 43 sec
A revolution in Education
Chapter 18 2 mins
A real meritocracy
Chapter 19 1 min
Human nature doesn’t change
Chapter 20 3 mins
The next Robinhood could be Robinhood
Chapter 21 3 mins
Wrapping up
Chapter 22 2 mins
Closing thoughts
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Chris Temple of Optimist, An Award Winning Documentary & Impact Studio, Gives a Behind the Scenes of His Documentar...
On this episode of Panic with Friends, I speak with ... more
Sep 14 2023 46m
Investor Psyche and Timeless Story Exploration
Chapter 1 5 mins
Intro
Chapter 2 7 mins
Best Movie Lines and Movie Naming
Chapter 3 4 mins
Lessons From Independent Documentary Filmmaking
Chapter 4 5 mins
GameStop, Dogecoin, Memes
Chapter 5 7 mins
Influencer's Use of Cryptocurrency for Profit
Chapter 6 8 mins
Upcoming Documentaries
Chapter 7 3 mins
Path to Success in Film Industry
Chapter 8 3 mins
Outro
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Best of Panic: Panic With ME (Howard)... The Stocktwits Story (EP.270) This Episode was 1st published on February 9...
As I mentioned when I covered how I built Wallstrip,... more
Sep 7 2023 51m
Twitter's Impact on Financial Discussion
Chapter 1 1 min
Introduction
Chapter 2 1 min
Historic look at Web 2
Chapter 3 2 mins
Starting Stocktwits
Chapter 4 1 min
Why I didn’t wait
Chapter 5 33 sec
Creating Bloomberg on Twitter
Chapter 6 34 sec
Building the team
Chapter 7 1 min
Coming up with the name
Chapter 8 2 mins
Raising money
Chapter 9 11 sec
The first version
Chapter 10 3 mins
Creating the branding
Chapter 11 2 mins
The cap table
Chapter 12 6 mins
The cash tag
Chapter 13 53 sec
Building around twitter
Chapter 14 3 mins
Building on our own
Chapter 15 2 mins
Early Web 2 lessons
Chapter 16 1 min
Thoughts on AI
Chapter 17 31 sec
Valuing deals
Chapter 18 3 mins
Stocktwits culture
Chapter 19 1 min
Predicting the future
Chapter 20 3 mins
Wrapping up
Chapter 21 8 mins
Closing thoughts
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Best of Panic: Howard Lindzon - The Wolf of Wallstrip (EP.269) This Episode was 1st published on January 12th, 2023
No, you haven’t entered the Twilight Zone. Yes, I’m ... more
Aug 31 2023 46m
YouTube and the Rise of Web 2.0
Chapter 1 1 min
Introduction
Chapter 2 6 mins
Coming up with Wallstrip
Chapter 3 2 mins
Starting with GolfNow
Chapter 4 1 min
YouTube becomes a thing
Chapter 5 3 mins
Cold pitching Fred Wilson
Chapter 6 3 mins
Raising funds
Chapter 7 4 mins
Finding the team
Chapter 8 2 mins
The formula
Chapter 9 1 min
Gaining traction
Chapter 10 3 mins
Would I do it again?
Chapter 11 45 sec
My ‘growth hack’
Chapter 12 43 sec
The ‘moment’ it’s successful
Chapter 13 41 sec
The right kind of attention
Chapter 14 1 min
Now the pressure is on
Chapter 15 4 mins
Dealing with haters
Chapter 16 1 min
Sell or grow
Chapter 17 1 min
The Jim Cramer spoof
Chapter 18 25 sec
My Costanza moment
Chapter 19 2 mins
CBS acquires Wallstrip
Chapter 20 2 mins
The right people domain experience
Chapter 21 20 sec
Wrapping up
Chapter 22
Closing thoughts
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Best of Panic: Jeff Richards of GGV Capital on Finding Growth in the Current Market Malaise (EP.268) This Episode w...
When Knut and I started Panic with Friends at the be... more
Aug 24 2023 55m
Venture Land's Golden Age Is Over
Chapter 1 3 mins
Intro
Chapter 2 27 sec
Welcome back Jeff
Chapter 3 1 min
Investing in growth
Chapter 4 41 sec
The next bull market
Chapter 5 37 sec
Impact of higher rates
Chapter 6 52 sec
Funding landscape
Chapter 7 52 sec
Potential of generative AI
Chapter 8 1 min
App distribution constraints
Chapter 9 2 mins
Embracing AI
Chapter 10 55 sec
Contrast now and tech in 99/00
Chapter 11 1 min
AI and physical brands
Chapter 12 2 mins
Advice of the younger generation
Chapter 13 1 min
Growth in golf and pickleball
Chapter 14 16 sec
Reimaging sports with infused tech
Chapter 15 48 sec
GGV’s focus
Chapter 16 1 min
Founder/Startup headwinds
Chapter 17 2 mins
Measuring VC success
Chapter 18 47 sec
Looking ahead
Chapter 19 1 min
Looking at fintech & proptech
Chapter 20 36 sec
Impact of higher interest rates
Chapter 21 2 mins
Travel is booming
Chapter 22 1 min
Opportunity in ‘Treasury Management
Chapter 23 1 min
Record growth in SMBs
Chapter 24 17 mins
Seeing a renaissance of innovation
Chapter 25 1 min
Hoping for innovation in healthcare
Chapter 26 59 sec
Wrapping up
Chapter 27 1 min
Outro
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Best of Panic: Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on ...
Ben Hunt of Epsilon Theory is back on Panic for a re... more
Aug 17 2023 57m
The Absence of Information in News
Chapter 1 6 mins
Intro
Chapter 2 1 min
Welcome back Ben
Chapter 3 1 min
Gold as a metaphor for the economy
Chapter 4 1 min
GFC was different
Chapter 5 3 mins
“Fiat” news
Chapter 6 3 mins
Rational optimism
Chapter 7 4 mins
The Peter Thiel Industrial Complex
Chapter 8 4 mins
Rich Man, Angry Man, Degenerate Man Economy
Chapter 9 49 sec
We’re treated as a cog in a powerful machine
Chapter 10 3 mins
The inflation narrative
Chapter 11 4 mins
The de-dollarization narrative
Chapter 12 2 mins
Who’s Chamath?
Chapter 13 52 sec
Internet trolls
Chapter 14 1 min
Generative AI
Chapter 15 1 min
Astroturf campaigns
Chapter 16 2 mins
Why ‘they’ create chaos
Chapter 17 2 mins
Ruthless pursuit of creativity
Chapter 18 1 min
European companies
Chapter 19 1 min
Time to get back to work
Chapter 20 3 mins
Intersection of narratives and markets
Chapter 21 1 min
Wrapping up
Chapter 22 4 mins
Outro
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Best of Panic: Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.266) This Episode was 1st publis...
My good friend and fishing buddy Lewis Johnson of Ca... more
Aug 10 2023 42m
Gold Price and the Commodity Market
Chapter 1 7 mins
Intro
Chapter 2 1 min
Welcome back Lewis
Chapter 3 3 mins
Heading into Summer 2023
Chapter 4 4 mins
Overstaying leadership
Chapter 5 59 sec
Tech theme bleeding out?
Chapter 6 1 min
Looking at past crises
Chapter 7 2 mins
Quiet rise of gold
Chapter 8 1 min
Recent trends
Chapter 9 2 mins
Exposure to precious metals
Chapter 10 1 min
Number one driver of long-term returns
Chapter 11 1 min
FED raise until it breaks
Chapter 12 1 min
Can banks profitably lend?
Chapter 13 2 mins
Tech driven / consumer discretionary market
Chapter 14 1 min
Limit exposure to last cycle leaders
Chapter 15 31 sec
A bull market in commodities?
Chapter 16 4 mins
Wrapping up
Chapter 17 2 mins
Outro
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Best of Panic: Talking Testosterone and Longevity with Hone Health Co-founder and CEO Saad Alam (EP.265) This Episo...
There’s a massive unspoken epidemic going on globall... more
Aug 3 2023 55m
Exploring Testosterone and Health Trends
Chapter 1 5 mins
Intro
Chapter 2 1 min
Welcome Saad
Chapter 3 2 mins
Misconceptions about testosterone
Chapter 4 1 min
Causes of low testosterone
Chapter 5 5 mins
The stigma of low T
Chapter 6 4 mins
Saad’s story
Chapter 7 1 min
Shelf-life of a medical degree
Chapter 8 1 min
Saad takes control of his health
Chapter 9 1 min
An unspoken global epidemic
Chapter 10 2 mins
The Hone Health process
Chapter 11 8 mins
The 2011/12 testosterone hype
Chapter 12 1 min
Howard’s t-score
Chapter 13 6 mins
Free testosterone
Chapter 14 2 mins
Leading longer lives
Chapter 15 4 mins
There’s no silver bullet
Chapter 16 15 sec
Wrapping it up
Chapter 17 1 min
Outro
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Best of Panic: Howard Lindzon - Errors of Omission and other Investing Lessons Learned Along the Way (EP.264) This ...
In this episode, I’m back in the hot seat again whil... more
Jul 27 2023 31m
Evolution of a Company
Chapter 1 1 min
Intro
Chapter 2 30 sec
Knut’s biggest mistake
Chapter 3 1 min
The anti-portfolio
Chapter 4 1 min
Getting asked to dance
Chapter 5 1 min
Setting the stage
Chapter 6 3 mins
First miss
Chapter 7 2 mins
Network Effects
Chapter 8 1 min
Lesson on valuation
Chapter 9 3 mins
The next big miss
Chapter 10 7 mins
Another big miss
Chapter 11 1 min
The lesson learned
Chapter 12 1 min
Wrapping it up
Chapter 13 3 mins
Outro
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Best of Panic: Downtown Josh Brown on the Past, Present, and Future of Finance Media (EP.263) This Episode was 1st ...
I couldn’t be more excited to have my good friend Do... more
Jul 20 2023 51m
Chapter 1 2 mins
Intro
Chapter 2 17 sec
Welcome Josh
Chapter 3 4 mins
Comparing T scores
Chapter 4 1 min
Early days nostalgia
Chapter 5 3 mins
Building the tribe
Chapter 6 5 mins
Social Media wild west
Chapter 7 2 mins
Picking the right social platform
Chapter 8 7 mins
LinkedIn the next generation
Chapter 9 1 min
Building Finance/Media culture
Chapter 10 2 mins
Josh makes a comeback
Chapter 11 2 mins
Birth of Ritholtz Wealth Management
Chapter 12 2 mins
Opportunity in Wealth Management
Chapter 13 18 sec
web2 survivors
Chapter 14 1 min
Evolution of web 3
Chapter 15 1 min
DeFi not working as intended
Chapter 16 12 sec
Josh’s thoughts on Oculus
Chapter 17 1 min
Diving deeper into web 3
Chapter 18 1 min
ChatGPT changing everything
Chapter 19 1 min
The promise of crypto
Chapter 20 38 sec
AI tools cut advisor workloads
Chapter 21 2 mins
Days of arbing algo’s are over
Chapter 22 3 mins
Wrapping it up
Chapter 23 1 min
Outro
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Rob Koyfman, Co-Founder and CEO of Koyfin, a Financial Data and Analytics Platform, Talks Trends, AI, and Monopolie...
On this week's episode of Panic with Friends, I spea... more
Jul 13 2023 44m
COVID's Impact on Investors
Chapter 1 6 mins
Intro
Chapter 2 2 mins
Moving to Miami
Chapter 3 3 mins
What’s happening at Koyfin
Chapter 4 3 mins
Who’s using Koyfin
Chapter 5 4 mins
Monopolies in finance
Chapter 6 6 mins
Trends
Chapter 7 11 mins
AI and Koyfin
Chapter 8 1 min
Core users
Chapter 9 3 mins
Outro
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Joe Gagnon, CEO of 1upHealth, on All Things Longevity and Health (EP.261)
On this week's episode of Panic with Friends, I spea... more
Jul 6 2023 49m
Transitioning From Founder to Operator
Chapter 1 5 mins
Intro
Chapter 2 8 mins
What is 1upHealth
Chapter 3 5 mins
The Healthcare Industry
Chapter 4 1 min
Business Travel
Chapter 5 5 mins
1upHealth’s Latest Fundraise
Chapter 6 9 mins
Acquisitions in Healthcare
Chapter 7 9 mins
Longevity
Chapter 8 2 mins
Outro
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Doug Hecht, Co-founder and CEO of Walla - a Modern Studio Management Platform (EP.260)
On this week's episode of Panic with Friends I speak... more
Jun 29 2023 50m
Panic and Growth in Remote Work
Chapter 1 9 mins
Intro
Chapter 2 1 min
Howard and Doug catch up
Chapter 3 4 mins
San Diego
Chapter 4 1 min
Hello Walla
Chapter 5 46 sec
Working at MindBody
Chapter 6 2 mins
Post Web2
Chapter 7 3 mins
Who is Walla’s custom?
Chapter 8 3 mins
Raising during COVID
Chapter 9 2 mins
Walla’s metrics
Chapter 10 3 mins
Howard’s HIIT Story
Chapter 11 2 mins
Marketing
Chapter 12 5 mins
Product vs. Sales
Chapter 13 6 mins
Remote work
Chapter 14 1 min
Golf
Chapter 15 2 mins
Outro
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Jenny Fielding co-founder and Managing Partner of Everywhere Ventures (formerly The Fund), and a former Managing Di...
On today’s episode of Panic with Friends, I speak to... more
Jun 22 2023 53m
Innovation Everywhere
Chapter 1 10 mins
Intro
Chapter 2 19 sec
Howard commits a crime
Chapter 3 5 mins
Everywhere Ventures
Chapter 4 3 mins
Techstars
Chapter 5 4 mins
Jenny’s favorite city
Chapter 6 16 mins
State of the markets
Chapter 7 5 mins
Everywhere Ventures portfolio
Chapter 8 5 mins
Emerging manager experience
Chapter 9 2 mins
Outro
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Brooker Belcourt, Covey.io Founder, discusses building Covey Legends and his time at Goldman, Coatue, and Citadel (...
On this week of Panic with Friends, I speak with Bro... more
Jun 15 2023 51m
Introducing Covey
Chapter 1 5 mins
Intro
Chapter 2 1 min
Brookers up-bringing/background
Chapter 3 44 sec
Working at Goldman
Chapter 4 1 min
Pre FinTech
Chapter 5 4 mins
Covey
Chapter 6 3 mins
The top 1% of analysts
Chapter 7 1 min
Covey Training Club / Covey Legends
Chapter 8 4 mins
Covey tech stack
Chapter 9 6 mins
Who are the legends
Chapter 10 22 sec
Covey Launch
Chapter 11 3 sec
Crypto
Chapter 12 8 mins
The switch from passive to active
Chapter 13 1 min
Building a community
Chapter 14 6 mins
What’s to come / the product
Chapter 15 3 mins
Outro
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Roy Rubin, Magento co-founder/former CEO, Founding Partner at R-Squared Ventures, Entrepreneur, Investor, and Advis...
On this week's episode of Panic with Friends I speak... more
Jun 8 2023 44m
Startup Talk With Founder and Investor
Chapter 1 4 mins
Intro
Chapter 2 3 mins
Magento
Chapter 3 59 sec
Naming a company
Chapter 4 9 mins
Roy’s origins/Magento
Chapter 5 7 mins
eBay acquisition
Chapter 6 3 mins
Adobe/Magento
Chapter 7 2 mins
Being a contrarian
Chapter 8 6 mins
Staying connected
Chapter 9 3 mins
R-Squared investments
Chapter 10 1 min
Outro
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Jud Valeski, co-founder of Gnip, on All Things Early Internet (EP.256)
On this episode of the Panic with Friends, I talk to... more
Jun 1 2023 48m
Entrepreneurial Success and Networking
Chapter 1 4 mins
Intro
Chapter 2 1 min
What is panic
Chapter 3 8 mins
The latent era of tech
Chapter 4 1 min
Advice for kids today
Chapter 5 5 mins
Web2
Chapter 6 1 min
Twitter
Chapter 7 1 min
The ad driven world
Chapter 8 1 min
Gnip
Chapter 9 7 mins
Honey and browser extensions
Chapter 10 9 mins
Howie and Jud catchup
Chapter 11 4 mins
Outro
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Sharona Cohen of DSTNC on Endurance Culture, Brand Curation, and The Future of Cycling (EP.255)
I’m always excited to interview a portfolio company ... more
May 25 2023 44m
E-Commerce Fashion Startup Discussion
Chapter 1 9 mins
Introduction
Chapter 2 3 mins
Learning Hebrew and Yiddish in Canada
Chapter 3 3 mins
Investing in husband and wife teams
Chapter 4 1 min
Trends in cycling
Chapter 5 2 mins
Endurance culture
Chapter 6 4 mins
Brand curation
Chapter 7 2 mins
Challenges in the industry
Chapter 8 1 min
Inspiration behind starting DSTNC
Chapter 9 1 min
The future of cycling
Chapter 10 4 mins
New entrants in cycling
Chapter 11 3 mins
What to expect from DSTNC
Chapter 12 1 min
Competitors in endurance wear
Chapter 13 34 sec
Dream collab
Chapter 14 1 min
Tricks to curation
Chapter 15 2 mins
Outro
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Joe McCann of Asymmetric on Crypto and Unravelling the Current Banking Crisis (EP.254)
I’m excited to finally have my friend Joe McCann on ... more
May 18 2023 59m
Venture Capital Fundraising Strategy
Chapter 1 5 mins
Introduction
Chapter 2 17 sec
Welcome Joe
Chapter 3 3 mins
Moving to Portland
Chapter 4 1 min
Diving into Asymmetric
Chapter 5 2 mins
Credit Risk reminiscent of GFC
Chapter 6 10 sec
Bullish longer term
Chapter 7 1 min
Getting in to the crypto space
Chapter 8 3 mins
Digitization of money
Chapter 9 29 sec
Open source finance
Chapter 10 2 mins
Meaningful disruption in finance
Chapter 11 1 min
Finances’ ‘Napster’ moment
Chapter 12 4 mins
Crypto’s Market Cap
Chapter 13 3 mins
Basic case for Bitcoin
Chapter 14 1 min
Behavioral Finance side of crypto
Chapter 15 1 min
Panic on real rates
Chapter 16 23 sec
Are Bank Reserves strong?
Chapter 17 3 mins
Regional Bank stress
Chapter 18 3 mins
Costs of borrowing
Chapter 19 3 mins
Addressing counterparty risk
Chapter 20 2 mins
When will the Fed ease?
Chapter 21 1 min
Two things Joe’s excited about
Chapter 22 1 min
Wallet wars
Chapter 23 3 mins
Incorporating ChatGPT trading
Chapter 24 3 mins
Stablecoins
Chapter 25 30 sec
Wrapping up
Chapter 26 1 min
Closing thoughts
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Jeff Richards of GGV Capital on Finding Growth in the Current Market Malaise (EP.253)
When Knut and I started Panic with Friends at the be... more
May 11 2023 55m
Funding and AI Potential
Chapter 1 3 mins
Introduction
Chapter 2 27 sec
Welcome back Jeff
Chapter 3 1 min
Investing in growth
Chapter 4 41 sec
The next bull market
Chapter 5 37 sec
Impact of higher rates
Chapter 6 52 sec
Funding landscape
Chapter 7 52 sec
Potential of generative AI
Chapter 8 1 min
App distribution constraints
Chapter 9 2 mins
Embracing AI
Chapter 10 55 sec
Contrast now and tech in 99/00
Chapter 11 1 min
AI and physical brands
Chapter 12 2 mins
Advice of the younger generation
Chapter 13 1 min
Growth in golf and pickleball
Chapter 14 16 sec
Reimaging sports with infused tech
Chapter 15 48 sec
GGV’s focus
Chapter 16 1 min
Founder/Startup headwinds
Chapter 17 2 mins
Measuring VC success
Chapter 18 47 sec
Looking ahead
Chapter 19 1 min
Looking at fintech & proptech
Chapter 20 36 sec
Impact of higher interest rates
Chapter 21 2 mins
Travel is booming
Chapter 22 1 min
Opportunity in ‘Treasury Management
Chapter 23 1 min
Record growth in SMBs
Chapter 24 17 mins
Seeing a renaissance of innovation
Chapter 25 1 min
Hoping for innovation in healthcare
Chapter 26 59 sec
Wrapping up
Chapter 27 1 min
Closing thoughts
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Ben Hunt of Epsilon Theory on Rational Optimism and Countering a Coordinated Attack in Narrative on the United Stat...
Ben Hunt of Epsilon Theory is back on Panic for a re... more
May 4 2023 57m
Market Narratives and Power Shifts
Chapter 1 6 mins
Introduction
Chapter 2 1 min
Welcome back Ben
Chapter 3 1 min
Gold as a metaphor for the economy
Chapter 4 1 min
GFC was different
Chapter 5 3 mins
“Fiat” news
Chapter 6 3 mins
Rational optimism
Chapter 7 4 mins
The Peter Thiel Industrial Complex
Chapter 8 4 mins
Rich Man, Angry Man, Degenerate Man Economy
Chapter 9 49 sec
We’re treated as a cog in a powerful machine
Chapter 10 3 mins
The inflation narrative
Chapter 11 4 mins
The de-dollarization narrative
Chapter 12 2 mins
Who’s Chamath?
Chapter 13 52 sec
Internet trolls
Chapter 14 1 min
Generative AI
Chapter 15 1 min
Astroturf campaigns
Chapter 16 2 mins
Why ‘they’ create chaos
Chapter 17 2 mins
Ruthless pursuit of creativity
Chapter 18 1 min
European companies
Chapter 19 1 min
Time to get back to work
Chapter 20 3 mins
Intersection of narratives and markets
Chapter 21 1 min
Wrapping up
Chapter 22 4 mins
Closing thoughts
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Oana Manolache of Sequel.io on Empowering Brands with Unique Live Experiences that Connect Customers (EP.251)
I’m excited to have another one of our portfolio com... more
Apr 27 2023 39m
Global Citizenship Benefits
Chapter 1 8 mins
Introduction
Chapter 2 39 sec
Welcome Oana
Chapter 3 2 mins
Origin of Sequel
Chapter 4 1 min
Importance of staying on platform
Chapter 5 4 mins
Building through the pandemic
Chapter 6 1 min
Putting yourself in the customer's shoes
Chapter 7 1 min
Perfect size company for Sequel
Chapter 8 1 min
Game Changer series
Chapter 9 1 min
Building AI with the customer in mind
Chapter 10 1 min
Building a culture with a remote sales team
Chapter 11 1 min
Dealing with large competitors
Chapter 12 1 min
Challenges to remote work
Chapter 13 2 mins
The Bay Area and startup scene worldwide
Chapter 14 48 sec
Balancing digital and physical
Chapter 15 1 min
Working with Social Leverage
Chapter 16 1 min
Leading with Content
Chapter 17 30 sec
Wrapping up
Chapter 18 2 mins
Closing thoughts
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Lewis Johnson of Capital Wealth Advisors - Valuation is Destiny (EP.250)
My good friend and fishing buddy Lewis Johnson of Ca... more
Apr 20 2023 42m
Chapter 1 7 mins
Introduction
Chapter 2 1 min
Welcome back Lewis
Chapter 3 3 mins
Heading into Summer 2023
Chapter 4 4 mins
Overstaying leadership
Chapter 5 59 sec
Tech theme bleeding out?
Chapter 6 1 min
Looking at past crises
Chapter 7 2 mins
Quiet rise of gold
Chapter 8 1 min
Recent trends
Chapter 9 2 mins
Exposure to precious metals
Chapter 10 1 min
Number one driver of long-term returns
Chapter 11 1 min
FED raise until it breaks
Chapter 12 1 min
Can banks profitably lend?
Chapter 13 2 mins
Tech driven / consumer discretionary market
Chapter 14 1 min
Limit exposure to last cycle leaders
Chapter 15 31 sec
A bull market in commodities?
Chapter 16 4 mins
Wrapping up
Chapter 17 2 mins
Closing thoughts
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