Today I called my friend Bill Bishop in Washington, DC. Bill and I have only met once, in Beijing, but we have known each other for over 15 years. Bill publishes a fantastic newsletter called Sinocism that will make you smarter about China. Bill and his wife and two kids spent over 10 years in …

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Before I get started…to catch up on any or all of the ‘Panic With Friends’ episodes head right here. Onwards… I hate Black Swans, but here we are. How rare is the air? Michael has good chart showing 1929 rare: The TREASURY Bonds have had their biggest back to back to back moves in back …

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I am really tired. We all are. We have to keep grinding away. I will make this quick. Today’s podcast is with my friend Yoni Assia, founder and CEO of Etoro who I dialed up in Tel Aviv. I met Yoni back in 2010 and I knew right away we would invest. So we did. …

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As the $VIX closed at all-time record highs and the Nasdaq suffered its worst day ever, I thought the calming voice and investing style of Fred Wilson would be the right person to share a little ‘Panic With Friends’. Here is his bio. Fred has been through many investment cycles as a Venture Capitalist and …

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As always, Ivanhoff and I take our Monday tour of markets. We kept it short because there is so little momentum…unless you like short selling or trading corona virus stocks. We cover some of the leading stocks that should emerge when the selling ends. Last week there were signs that that sellers were exhausted. They …

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I had the great joy of having my friend Brad Feld join me for TWO back to back episodes of ‘Panic With Friends’. Brad is a managing member of Boulder based Foundry Group and a founder of Techstars. Brad has written a bunch of great books for founders and community building. He is also a …

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My friend Jeff Richards joined me for this episode of ‘Panic With Friends’. You can listen to the episode here on Spotify, or head to Apple podcasts and search my name. Here is a little background on Jeff who works at GGV Capital a $6 billion global venture firm: Jeff focuses on enterprise/cloud and marketplace …

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Good news…the S&P only needs to rally 40 percent to get back to all-time highs of just three weeks ago! I have a bunch of thoughts to share as the market panic continued today and showed some signs of selling exhaustion. First though I want to get to today’s most excellent ‘Panic With Friends‘ podcast …

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For episode two of ‘Profit with Friends‘, I chatted with my partner from Compound Capital Advisors, Charlie Bilello, Charlie gives good financial tweet! From yesterday regarding the panic, Charlie had these factoids: I have no idea how far this panic has left to go, but talking with Charlie helps me understand how the markets work …

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I asked my friend Jim to be my first guest on Panic With Friends because he is so calm. Nothing rattles him…not even today’s Fastest Bear Market Ever. We cover a lot of topics around the subject of panics but a lot of it comes down to Fear, Greed, Hope and Ignorance. You can listen …

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