Subscribe
Opportunity and Panic go Hand in Hand
Listen weekly here on my site, or on your favorite platform:
About PWF
So What’s all the Panic About?
Panic With Friends is a 30 to 60 minute deep-dive podcast with investors, traders, venture capitalists and founders. Our wide ranging conversations focus on the future and on how to about finding and riding the latest trends in technology and the markets. My good friend Knut Jensen (yes, he is Norwegian) is my co-host and producer.
We started the podcast on March 11, 2020 in the midst of a record setting market panic, and our focus is on helping people get through the panic with investing stories and historical context. Our goal was and is to help investors position their portfolios for growth in the years ahead.
The first episode was with my friend and quant legend Jim O’Shaughnessy and we let people know it was ‘too late to panic’ and to start thinking about how to best position for the next boom. We chatted about fear, greed, hope and ignorance.
Another favorite during the panic was Jeff Richards of GGV Capital who offered incredible wisdom and some ideas that have since exploded higher. The key takeaway – opportunity and panic go hand in hand.
Favorite Episodes
Fintech Operator Turned Fintech Investor: Frank Rotman of QED Investors Joins Me On Panic With Friends
Profile: Founding Partner, QED Investors
Where to Find Him: LinkedIn, Twitter
What’s Frank Panicked About?: Just about everything in the market today.
Sam Bankman-Fried, Founder and CEO of FTX, Joins Me on Panic with Friends to Discuss Futures, the Global Scale of Crypto and More
Profile: Founder and CEO of FTX
Where to Find Him: LinkedIn, Twitter
What He’s Panicked About?: All the things I wish I were able to fit into my day and can’t.
Michelle Zatlyn Co-Founder of Cloudflare ($NET) on Building a Better Internet
Profile: Co-founder, President, and Chief Operating Officer of Cloudflare (NET)
Where to Find Her: Twitter, LinkedIn
What’s Michelle Panicked About?: The loudest voices seem to get heard the most.
Rob Petrozzo of Rally: Classic Cars, Dinosaur Bones, and Crypto Punks
Profile: Co-Founder, Chief Product Officer @OnRallyRd
Where to Find Him: Twitter, Rally
What’s Rob Panicked About?: Howard Lindzon getting into the NFT market.
Garry Tan of Initialized Capital: Crazy Cap Tables, Crypto, Finding Balance in a World of Endless Opportunities and Much More
Profile: Founder at Initialized Capital
Where to Find Him: Twitter, YouTube
What’s Greg Panicked About?: How many companies there are in the current Y Combinator.
Nicholas Adler: Crypto, Collectibles, Culture, Community, and More
Profile: Founder of The Unified and longtime business partner of Snoop Dogg
Where to Find Him: Twitter, LinkedIn, Podcast
What’s Nick Panicked About?: Losing my mind to this NFT madness.
Jason Hirschhorn, CEO of REDEF, Joins Me on Panic with Friends to Discuss Digital Content Creation and Other Media Trends
Profile: CEO and Chief Curator at REDEF
Where to Find Him: LinkedIn, Twitter
BONUS!
3-time guest Ben Hunt is always worth a listen.
Ben Hunt, Co-Founder of Epsilon Theory, Joins Me on Panic with Friends to Discuss Inflation, Financial Raccoons, and Crypto’s “The Empire Strikes Back” Era
Guest: Ben Hunt
Profile: Co-founder and Author at Epsilon Theory
Where to Find Him: LinkedIn, Twitter
How to Listen
Panic With Friends is available on Apple Podcasts, Google Podcasts, Spotify, YouTube and other major podcast platforms.