Panic With Friends is a 30 to 60 minute deep dive podcast with investors, traders, venture capitalists and founders. The wide ranging conversations focus on the future and how to find and ride 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 best to position for the next boom. We chatted about fear, greed, hope and ignornace.
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.