Panic with Friends - Howard Lindzon
Description
You yutes have it so good. Mark and I used to walk up hill in the snow both ways to school, we had Hebrew class 8 days a week, and we had to read actual books at an actual library. I first met Mark about 15 years ago in the early days of Stocktwits; at the Macanudo Cigar bar. We talk charitable work, market cycles, investing, inflation, and valuation. It was good to catch up. I hope you enjoy our conversation and appreciate how good you have it.
Guest - Mark Gerson, Chairman at African Mission Healthcare, United Hatzalah of Israel, and Host of The Rabbi’s Husband Podcast. Co-founder at Gerson Lehrman Group GLG
howardlindzon.com, israelrescue.org, AfricanMissionHealthcare.org, therabbishusband.com, glginsights.com
Twitter: @howardlindzon, @markgerson, @knutjensen
linkedin.com/in/mark-gerson-26631
#fintech #invest #investment #venturecapital #stockmarket #finance
Show Notes:
(00:04) – Show intro
(04:17) – Introducing Mark
(08:03) – Investing ideas Mark's passionate about
(12:18) – Developing an addiction to exercise
(12:46) – The best self-help book ever
(15:04) – Charity: The power of a well-deployed dollar
(17:30) – Three minutes separate life and death
(20:54) – The 'ambicycle'
(28:39) – Separate the urgent from the important
(31:08) – Education - not one system fits all
(31:14) – Investing in the markets
(32:48) – Cycles do exist
(33:36) – Tiny bubbles
(34:06) – Valuation is important
(35:28) – Inflation will have significant effects
(38:06) – Saying inflation is temporary isn't helpful
(39:32) – Closing thoughts