Panic with Friends – Investing for Profit and Joy
In this episode I sit down with my producer and pal Knut Jensen to take a look ahead as we turn the calendar to 2023. Knut’s panicked about his portfolio, so we sift the current landscape to find some reasons to be optimistic. The ‘next’ bull market is right in front of us. It will not look or feel like the past one, but the patterns will appear, leaders will emerge and the fear and greed will be back.
My job here at Panic with Friends is to converse with really smart people and build that ‘peloton’ to accelerate knowledge and accumulate ‘social leverage’.
You can listen to the podcast here on Spotify or Apple podcast and now all the episodes are on my YouTube channel as well. You can click subscribe on any of these channels and get the podcast alert each week.
You can also listen right here.
Show Notes:
- Introduction (00:15)
- Weighing in on FTX (02:26)
- Need for regulation (03:38)
- What worked (05:58)
- Bears outnumber Bulls (06:25)
- Addressing fraud (08:22)
- What’s the next bull market look like? (09:57)
- Projecting the next trend (12:12)
- Where we go in 2023 (15:01)
- What are the catalysts? (16:06)
- Board governance matters (18:45)
- Spotting trends (19:40)
- Historical context of Big Tech (21:56)
- Consumer excitement moving into 2023? (23:35)
- Big Tech overlords (25:20)
- What excites Howard (27:55)
- Going after Apple, Google, etc (30:05)
- Filter failure (34:58)
- Wrapping up (35:52)
- Closing thoughts (39:02)
© Panic with Friends, 2022. All rights reserved.
Host: Howard Lindzon | Producer: Knut Jensen | Researcher: Pete Weishaupt Disclaimer: All information provided is for educational purposes only and does not constitute investment, legal or tax advice, or an offer to buy or sell any security. For full disclosures: https://howardlindzon.com/disclaimer/
