YouSaid · the spoken record

Howard Lindzon

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179
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2026-05-08
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2026-05-08
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1
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podcast

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  1. “Yeah, I think the most guys who are interesting to me, and I'm not saying they still are, are the crossover investors, the people that knew the public markets and then started doing private. And I think that was my edge. I knew how pricing worked, whether I was right or wrong, I understood how markets worked and the seed investing. The prices made sense to me relative to public markets. Now the prices in private markets make no sense to me.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “Oh, I go see these young kids. It seems like they know nothing and they all want to be venturing us. I'm like, yeah, have you ever bought a stock? Like you get wounded like day one, like stock drops 20% like go open a Robin Hood account and learn how to invest. Like if you don't know the public markets, what are you doing in the private markets? You got to”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “I think the public markets are underappreciated because seed investing became cool because of Zuckerberg and because of a few of these rocket ships.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “And our final quest No, I think I luckily got the right mentorship entered at the right time. I think you have to do it for a while. You got to get a crop. Like if you're going to go do wine or weather matters. And same with tech. What matters with tech is you have to get if you were of the Google Glass era, not much worked. If you were in the BlackBerry Fund 2008 No go, baby.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “And no one's going to like you. And if you want to be a number two, do you know what it takes to be a number two? So I'm like, be honest, but like go work for a company that's working.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “Going to take a lot of work, but go do it. If you're not serious, be a socialist. Like, it's okay. But don't commit, don't fool yourself. Go work for a rocket ship. Otherwise, who are you talking to? So there's no room anymore for these kids that like, if you want to start a company, do you know it's 24-7? Right.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  7. “Well, I think there's no shame in being a number two, number three, or number four. So chief of staff is the new CEO. So go be someone's chief of staff. Like, don't worry about pay or title. Worry about finding something that's working this way. It's much easier to go work for a company that's just working. So go like ignore the title, ignore the salary, find a rocket ship and attach yourself, whether it's manscaped. You're going to learn more. You're going to be smarter people around. There's going to be less.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  8. “Okay, yeah. So I'm a media fanatic, but not like I'm weird. We're so bullish on YouTube, Apple TV. YouTube is just great. I just love YouTube.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  9. “Have you seen Landman? Great. But that's more like Harlequin romance kind of series. They're fun to watch and the kids like them too.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  10. “all the rich oil guys started backing hospitals And that was the original tech surgery was tech. And it's just an incredible period piece about the 1900s in Soho in New York.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  11. “I just rewatched The Nick. Have you watched The NEC on HBO Soderberg? It's about the 1900s, the Knickerbocker Hospital. No, I didn't.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  12. “Yeah, I built. I'm just very next on. That's my next question. But hang on. So you're asking books. I still love the classic shoe dog for business. You know, Phil Knight's book. I love because he's biography. I like stuff. I just, my brain doesn't work with books.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  13. “Yeah, you like people that I discovered, like the mentorship came from the community. Being the mentor led me stuck to it. Being a giver opened me up to get mentorship. I think young kids are not getting good mentors.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  14. “I think part of it, I hate saying this. I didn't have good early mentorship. So I really take pride in mentoring other people. Because”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  15. “Breaking news October fast, October 6th, coming back to New York. That's our big event. That's exciting. Yeah, 1,000 people on the west side.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  16. “Yeah, 2020, I've been writing about this since COVID is like public markets are amazing because there's so many stupid people making dumb bets on Robin Hood and dislocation is everywhere. And it's only getting worse.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  17. “Alpaca Powers 1000 Robin Hoods around the world. They're like the eight modern Apex. So I'm saying like our job is to know what we know, take crazy bets and sell that to our LPs is like, you're investing for 10 years. This is like, you know, it's not as good as it was in 2013 when rates were zero. And now it's a different game again. And I'm thinking like, you got Claude and you can analyze the stock in like three seconds. Everyone's a CFA all of a sudden if they want to be. What a great time to be a public market investor. And yet everybody wants to be a private investor.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  18. “Yeah, dumbest idea. You are betting on me to hang 30 pieces of art in Mahowie's gallery that Larry David Gallery. And you will pick if I gave you the choice to invest in all 30, you would pick the two that went to zero. So you're betting on me to see the world my way. And then I'm not telling you we're going to make a hundred times our money, but my job is to find one company that's 100 bagger. Okay. So I have to know math. I have to do this. I have to have just get yelled at by ALPs when they read our quarterly letters. That was the dumbest idea. I'm like, you're right. Like, I'm embarrassed. But our job is to find a Robin Hood, and we found many of them, you know, Lifelock, Robin Hood, beehive. We've got one called Alpaca. Again, a trend with no fall.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  19. “The nature of the beast or does that weigh on you at all? No, I think it aligned with how I thought of the world as someone who believes their high integrity or wishes, who wants people to believe their high integrity for my kid's sake. The integrity of telling my investors that up front is the release. Meaning, I'm not telling my investors we're going to be 90% hit, right? If you give me money, you're going to hate me because you're going to think the idea that I love is the dumbest idea, the Robin.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  20. “Doesn't mean I don't know when it's going to end. I have cash and starks, the double whammy. So I'm lucky. I am so bearish on what I do for a living. Meaning, what value do I add in a world of 6% interest rates tying someone up for 10 years when I could go buy Sandisk in the public markets and get 6,000% a year? I'm not saying I'm smart enough to hold these things, but in a world where Robinhood and a thousand Robin Hoods are going to bloom, if you're asking me my biggest bet, public markets, do the work. You have an analyst and Claude. You can go see beaten ups. No one's following any stock. Everybody's momentum investing. Go find 10 companies. Why would you do a startup investing? Every kid wants to be an angel investor. I'm like, dude, do it in the public markets. You have liquidity and you're not locking up your clients for 10 years.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  21. “Yeah, SPs at all-time highs, cash levels at all-time highs. If I hear those two things together, what do I think of? Inflation. There's never been a better time to have assets. Right.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  22. “I am wealthy. That happens a whole lot. I am wealthy, just born at the right time. Zerpa's a good thing. I'm not saying I shouldn't be ashamed.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  23. “It's a great question. How do you embarrass I'm to bearish on my industry, right? I never, I believe it was a moment in time with Zerp. I think it got the country through. It's unintended circumstances. We live in all these unintended circumstances. Consequences, right? Yeah, or unintended consequences, sorry.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  24. “Yeah, CBOE, I love it because they power the whole thing. You can't do this without CBOE CME, the Merc, you know, IS, you know, the New York Stock Exchange. Let me ask.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  25. “No brainer. Yeah. What is it? My son would call me, goes, That's the greatest gift you ever got. Man, I'm like, Wow, when a 20 year old knows something and an 80-year-old knows something, those are good trends. You know, that's a brand. Just a 20 year old knows it, not a brand. May”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  26. “He was clear on the way in. That was my bet. It's just a clear trend. No one ever talks about it too. So it's a massive uptrend. Broke out and you never hear people talk about it.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  27. “Yeah, so again, once you dig into a story, my conviction comes like how much of this they own, but they're a hell of a brand that the company's been around forever.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  28. “Trying to, yeah, another recent ad is already doubled is clear secure. You know, clear when you go through it's just so to me, if the world's degeneracy, you need security. So clear's been a home run. They don't have a lot of tech, but the great brand.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  29. “No, but I'm saying to SpaceX, why does he need two tickers? Like, again, I don't understand what the final being is. So why do I need to own some Elon Holding Company? That's stupid.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  30. “No, because they're too early. I'm a personal investor in a few, but clear secure. So I'll just give them some somewhere. Aptronic Which is just massive. But again, it's a personal invest”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  31. “Yeah, I mean, it just you can't not own Amazon at this era in degenerate economy because they are the center of it. Again, that's robot shops. You could argue is the degenerate economy, but you have to argue. Any of the robots?”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  32. “And Google because of the phones and YouTube and the app store. The casino games all run on the App Stores, the free games that you have, they make a fortune off that wall.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  33. “Does this have less? That's why I don't want to charge for it because I think I'm going to let because Google and Apple are my biggest positions because they are the rails for the degenerate economy. They are the front facing tool of it.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  34. “Venezuela. So I'm Super Bullish for different reasons on prediction markets. And I know there's like, obviously I have money on this.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  35. “It's a fraction of the news, but I'd rather my son and daughter go to page two of Polymarket because you know what they're going to see? News that they would never look at in the New York Times. They can go look at the election in Peru.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  36. “It was academic. It still is because there's very few people using these products. For all the free press, it's like Twitter. There's very few people using Twitter. Well, Twitter.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  37. “Yeah, so I'm not saying I'm an investor in polymarket and calcium personally at crazy valuation because I wouldn't have invested. I just chased it in SPV personal.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  38. “Really know That guy That's a false flag. It's still better than Russia and China using our social media. Oh my God. So I'm very forced and North Korea.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  39. “But what I'm saying to my daughter, I said, Call Mark, I'll get you in touch with Mark. Do something, but just complaining about the numbers that you see. And the numbers were right, whether they tipped it in a, again, I don't want to get in on all like the fraud and all the fake stuff about it, but the numbers are much easier than reading an opinion piece. I'm going to.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  40. “10 to 1, but I would bet money on Mandami. And if you really want to change how you think about the world, go help somebody on the other side who has a chance. Go put in the time, go help Mark Cuban if you really want to be.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  41. “But I'd rather not read someone's opinion. I don't need to see Elon's finger on the news because that's not the real story. Give me the numbers. I know it's fake, but I got a number. If Mandami isn't 90% and my daughter's mad, Rachel, here's what you do then. Bet the other side, you make eight times or put”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  42. “Valuation would be a dollar. Right. Okay. So we know the real story. They can't tell what they really are good at, which is news.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  43. “Listen, we could argue that we put our negative hat on it. It's like you can go buy bullets at Walmart. So it's like, what is a guardrail in a world where you can buy bullets and, you know, everybody's got drones. So I'm like more like, okay, guys, if I hear that you did a parlay, we can't be related. So stop betting. Betting is different than investing. So if Shane at Polymark and their partners of ours, if Shane or Tariq at Call Sheet had pitched me those ideas at the same time that Robin had pitched me their idea, I would have passed. Why? I don't bet. I think it's stupid. Okay, like, I think it's funny. And I think prediction markets are news better than the New York Times. No offense because I like prediction markets because I don't have an opinion. I just look at the price and I go, whether I believe it or not. I think that's the genius of it. But if polymarket and Kalshi went out to VCs and said, we're the new news, they're...”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  44. “Right. And that's not complicated. But then I have other layers to it. And I need to understand the catalyst myself. Like if it's just something I'll never understand, it's hard for me to ride the waves. So if I don't really understand and use the product, the odds of me getting scared out of a trade are 99%.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  45. “That's my cue to look. And then if it's a certain market cap, and then I check stock with them, I go, no one cares. I love that. Then I need to tell a story. Everybody needs to tell stories. Stocks are stories. And some people are great at storytelling. The Palantaire guy. But again, the numbers eventually matter. And I'm trying to find companies going up.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  46. “Yeah, I got to catch up with this. That's awesome. But he also sees the role a little darker than I see it. I'm much more of an optimist.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  47. “But I've learned this for 20 years. That's why I give it away for freeze. He's quantified it. I hate to quantify. I just visually see it from years of being a known quant. With JSU, I don't even know Matt.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  48. “Yeah, it's just intuitive, meaning IBD, I learned on IBD, I love price relative strength. I've just added a layer to that that matches high price relative strength with low social. It's almost like the mush of Vegas. I'm trying to find the stocks that know, even though I run a social media site, I'm like betting on the fact that like they'll discover this in time.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  49. “Well, again, there's not today, but there's not six weeks. Right. Okay. So there's that. And then there's the fact that we have all this data and we have a great community. So I wanted to come back and see this thing through. And we're doing very well. The issue is now I can explain to people and I can pull out the data to show people trends with no friends, meaning you want to find stocks that are trending that have very little discussion.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source

  50. “Yeah, so I so one thing that struck, and AI, you asked me why I came back to Structure, it's two things, AI and the fact that I can now code with clog code. And so I can call bullshit on engineers a little bit.”

    2026-05-08 · Masters in Business · Winning the Degenerate Economy with StockTwits CEO Howard Lindzon · IDENTIFIED FROM THE TRANSCRIPT · source