• Howard Lindzon on public vs. private investing psychology, "great unbundling" of index funds, Robinhood & more | Angel S5 E4

  • Feb 11 2021
  • Length: 1 hr and 14 mins
  • Podcast
Howard Lindzon on public vs. private investing psychology, "great unbundling" of index funds, Robinhood & more | Angel S5 E4 cover art

Howard Lindzon on public vs. private investing psychology, "great unbundling" of index funds, Robinhood & more | Angel S5 E4

  • Summary

  • FOLLOW Howard: https://twitter.com/howardlindzon

    FOLLOW Jason: https://linktr.ee/calacanis

    Thanks to our partners:

    Odoo - Get your first app free & $1000 off your first implementation pack at https://odoo.com/twist

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    Show notes:

    1:22 Jason intros Howard Lindzon & they talk about angel investing stories from the first dot-com bubble

    5:50 Creating the $ cashtag on Twitter, psychology of public vs. private investing, why VCs fled the public markets after the dot-com bust & how this relates to the SPAC movement

    12:51 Odoo - Get your first app free & $1000 off your first implementation pack at https://odoo.com/twist

    14:23 Are recent public market returns sustainable? Why hedge fund VCs have an advantage, how the Tinder swipe relates to SPACs

    23:27 LinkedIn Jobs - Post your first job free at https://www.linkedin.com/angel

    24:58 How SPACs are a hedge against paternal investing laws, why active investors should push back against "set and forget" investing, how index funds enable poor executive performance

    29:51 The "Great unbundling" of index funds, how Howard invested in Robinhood

    34:08 Assure - Get 20% off your first SPV at http://assure.co/angel

    35:41 Howard tells a Robinhood term sheet story

    39:26 Deconstructing the unprecedented Robinhood situation

    48:22 Pandemic, vaccine news, optimism, how the party moved from private to public markets

    55:21 Disney as a conglomerate, pure-play stocks, Apple's narrative issues, investing over Zoom, Uber's recent acquisition

    1:05:50 Creating a digital wall with China, Trump's Twitter ban

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