Panic With Friends - The Year Ahead (EP.233)
In this episode I sit down with my producer Knut Jensen to take a look ahead as we turn the calendar to 2023. Knut’s panicked about his portfolio, and we sift the current landscape to find some reasons to be optimistic, though I’m not even sure I want to look back at 2022 – everything made sense, and nothing made sense. The biggest story happened towards the end; that was crypto and fraud. But my job here at Panic with Friends is to keep talking to really smart people and stay an inch ahead, a week ahead, a month ahead of where the trends are. We have to get back to the fundamentals, pick ourselves up and push forward into the new year. So it’s a good time to turn the page, clean things up, and start fresh. Host - Howard Lindzon, Managing Partner at Social Leverage, and Host of Panic With Friends Podcast Sidekick - Knut Jensen, Producer of Panic With Friends Podcast howardlindzon.com, socialleverage.com Twitter: @howardlindzon, @socialLeverage, @PanicwFriends, @knutjensen linkedin.com/in/howardlindzon linkedin.com/in/knutejensen linkedin.com/company/socialleverage #fintech #invest #investment #venturecapital #stockmarket #finance 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)