On Episode 34 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Stocks Showing Weakness, The 30-Year Yield, Deglobalization and Omakase.
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Chapters
Welcome (0:00)
We Took A Week Off (1:45)
Fasting Feels Great (3:23)
Omakase Experts (6:34)
Chart Talk (8:07)
Stocks Showing Weakness (13:03)
MakeMyTrip’s Massive Base (16:00)
TIPS vs. Treasuries (17:25)
The 30-Year Yield (20:38)
You Can’t Trust the Narrative (24:50)
Interesting Ideas (27:52)
Deglobalization, Secular or Cyclical? (36:31)
Write Every Day, But Not For Traffic (50:11)
Cook Steak (55:21)
Featured Links
Sam Lessin’s State of VC — https://twitter.com/lessin/status/1713967957209137154
Tim Ferris x James Clear — https://tim.blog/2023/01/06/james-clear-atomic-habits/
Howard’s Blog — https://www.howardlindzon.com/
JC’s Blog — https://allstarcharts.com/blog/
Pearl’s Prime Cuts — https://primecuts.substack.com/
Riley’s Blog — https://popularprice.beehiiv.com/
Follow Us on Twitter
Howard Lindzon — https://twitter.com/howardlindzon
JC Parets — https://twitter.com/allstarcharts
Phil Pearlman — https://twitter.com/ppearlman
Riley Rosebee — https://twitter.com/be_rosebee
