On this week’s episode, we brought back a very special guest and probably one of the top 5 smartest people I know — John Street Capital. While he remains anonymous on the internet, he’s a good friend of the podcast. What makes John Street so unique is his deep understanding of everything from infrastructure, tech, banking, corporate development, VCs, trading, and more. John Street spends most of his time producing some incredibly thoughtful content on Medium. If you listen to John Street, I promise you’ll have a more clear understanding of how the markets work. On top of having such an insightful guest, I also had Don Nitti, a former Panic guest and portfolio manager, join me to help co-host. In this episode, the guys and I talk about liquidity, private and public markets, exchange and crossover funds, why John Street is bullish on crypto, DeFi, regulations, buying the dip, retail investing, Coinbase, Citadel, Robinhood, Square, and more. Enjoy!
The Takeaway:
Regulation is a topic that just isn’t going away when it comes to fintech. As these fast-paced fintech companies begin to grow, what happens when regulation steps and takes the wind out of the sails on some of these companies? And to what extent will they do so?
Favorite Quotes:
“Defi is definitely the killer blockchain app today.”
“I think everyone wants a villian to point to when things don’t go well.”
“Being a venture investor is full of opportunities.”
PS – I am now doing one ‘Panic With Friends’ podcast per week. Thanks for listening and make sure you subscribe over on Spotify or Apple. And you don’t have to panic – I’ll do it for you when you join my personal email list and get my daily take on life, markets and investing for profit and joy. And I might talk about my prostate, so what do you have to lose? Sign up below, its free:
