'Panic With Friends' ....Taking A Longer Break And What Is Next...

Good morning everyone…

I started the ‘Panic With Friends’ podcast during the lockdown of March 2020, with my great college pal Knut. We expected to do a month of shows to chronicle the historic market panic. The $VIX did pass 90 as panic peaked at the end of March.

I knew the panic would subside and was talking to investors/friends I trusted to talk about what they were doing as the markets cascaded lower. Over the next 60 days, great investors shared their best ideas and if you followed along, you profited.

I am MOST proud of that early work (they are worth listening to and evergreen in their discussion of panics and Investing). I was right about the financial opportunity being great, but never expected the wild bubble that quickly followed.

The ‘Roaring Twenties’ was queezed into into a ‘Roaring 2020/2021’ via Zoom, ZIRP and our homes.

Knut and I never expected to continue for 350 episodes. It was a great run, and but Panic with Friends is taking a break.

Today, the world is in a very different place from when we launched the podcast in March, 2020.

I have no idea where interest rates settle, but asset allocation and the markets are in major flux. My interests as an investor have shifted from ‘fintech’ to ‘wealthtech’, to the ‘degenerate’ and ‘luxury’ economy, wellness, sports and media.

I am still passionate about seed stage investing and the incredible opportunities that lie ahead, but I would rather talk to my friends about all types of investing and all the markets now that the bubble has popped and interest rates are real. I also want to take advantage of video as a platform to share our content.

In that spirit I had the idea to start ‘Trends With Friends’ six months ago with JC and Phil. df you read the blog you get the show each Saturday. As bad as we are at producing the show, we just love getting together and making the show each week. So we will keep making it and focus on making it easier to consume as we talk about market trends, dad life, luxury fitness, nutrition and wellness.

Thank you to our loyal listeners. Be sure to stay subscribed to Panic with Friends as we may record new episodes when the next panic ensues.

Find our new show, Trends with Friends, on your favorite podcast platform. New episodes every Saturday and please do subscribe.

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