Shows
Trends with FriendsInternet Capital Markets: Kyle Samani on Solana, Prediction Markets, and the $FORD PlayHoward and Michael sit down with Multicoin’s Kyle Samani for a fast, no-BS tour of where markets are going next. They rewind the Multicoin origin story (including Howard’s IRA adventure), then dive into why 2022–23 was emotionally tougher than the 2018–19 crypto winter. From there, Kyle lays out “Internet Capital Markets”—finance embedded everywhere—why trading inside chats, media, and sports apps is inevitable, and how prediction markets become the new front page of news. We get into Solana’s lead, stablecoins as rails, prime brokerage natively on-chain, and why the biggest market makers are already active on Kalshi. Kyle also breaks d...
2025-10-2959 minTrends with FriendsHow Speculation Became a Global Pastime: Howard Lindzon and Katie Perry on the Degenerate EconomyHoward is joined by Katie Perry to dive headfirst into the "Degenerate Economy", a term he coined to describe the collision of speculation, vice, free time, and mobile tech. From the sin stocks of the 1980s to Robinhood, crypto, and Zyn pouches, this conversation unpacks how financial speculation has morphed into mainstream entertainment. They explore why the post-COVID world unleashed a wave of retail trading, how platforms like Twitter and Discord are the new Wild West saloons, and what it means when money becomes religion. Plus, Howard shares his own investment thesis behind the Degenerate Economy Index, including why...
2025-08-1427 minTrends with FriendsFrom Copilots to Strip-Mining: Inside AI’s New VC Reality with Ed Sim of Boldstart VenturesHoward is back with a jam-packed episode of Trends With Friends featuring the first guest of summer, longtime friend and inception-stage VC killer, Ed Sim of Boldstart Ventures. From the death of moats to the rise of AI-native founders, Ed breaks down the absurd speed of today’s startup landscape and why VCs must now be part therapist, part operator, and part AI-optimist. The trio (Howard, Michael Parekh, and Ed) cover why founders are ditching the old playbooks, how big tech is strip-mining startups for talent, and why infrastructure is the name of the game. Plus, deep dives into BY...
2025-07-2430 minTrends with FriendsFrom Startup to Legend: Vlad Tenev & Howard Lindzon Recount Robinhood’s RiseIn this candid interview, Vlad Tenev, co-founder and CEO of Robinhood, sits down with Howard Lindzon to reflect on the remarkable journey from a startup idea to a $40 billion company reshaping investing. Vlad recounts Robinhood’s early days—pivoting from high-frequency trading software to mobile-first commission-free investing—and the challenges of fundraising and navigating regulation when no one wanted to back a brokerage startup.The conversation dives into pivotal moments: the explosive growth after Robinhood’s waitlist launch, the GameStop crisis, and steering the company through intense public scrutiny during the COVID era. Vlad opens up about the evolution of his r...
2025-05-0628 minTrends with FriendsContainer Ships Stop, Canada Shocks, and Amazon Fights Back I TWF - Live from the Cashtag Awards NYC📉 China Trade Collapse, Market Confusion, and the Degenerate Economy on Full DisplayJoin Howard Lindzon, Phil Pearlman, Tom Bruni, and Michael Parekh for a live episode from New York as the Trends With Friends crew breaks down an insane week in the markets, rising global tariffs, and why uncertainty is the only certainty. From container ships stopping cold to Canada’s political shock, Amazon pushing back on tariffs, and traders stuck between delusion and reality, it’s a masterclass in behavioral finance, policy risk, and staying sane through the chaos. Plus: Apple earnings, the most interesting chart in the world, and the...
2025-04-301h 06Trends with FriendsGrowth, Degeneracy & The End of Confidence in the United StatesJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Jeff Richards (GP at Notable Capital, $10B AUM) as they break down the chaos of today’s markets and the long-term promise of AI and American innovation. From Tesla’s fading dominance and the flood of Chinese EVs, to self-driving disruption, the flight from U.S. assets, and even betting on the next Pope—the crew covers it all. A full-spectrum conversation on growth, degeneracy, macro risk, and why patience may be the sharpest tool in your portfolio.📅 Recorded April 22nd, 2025🎙️ Special Guest: Jeff Richards, General Partner at Notable Capital🔑 Broug...
2025-04-221h 11Trends with FriendsInside Vitalik’s Movie, AI Meltdowns & The China Tech Shock📉 The Dumbest Bear Market Ever, Vitalik’s Journey, and the Rise of SolanaJoin Howard Lindzon, Phil Pearlman, Michael Parekh, Tom Bruni, and special guests Chris Temple and Zach Ingrasci—creators of The Ethereum Story—for a jam-packed episode exploring macro madness, market sentiment, and crypto’s conflicted future. From record bearishness and VIX spikes to what Vitalik Buterin’s life really says about decentralization, the crew unpacks the psychology of investors, the global AI race, and the business of storytelling in a fragmented media landscape.📅 Recorded live on April 15th, 2025🎥 Special Guests: Chris Temple & Zach Ingrasci, Directors of Vitalik and the Ethereum St...
2025-04-161h 17Trends with FriendsMarket Chaos, Social VIX Spikes, and America's DegenerationJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Tom Bruni from Stocktwits for one of the most explosive episodes yet. They unpack the “stupidest market crash ever,” the impact of tariffs, the chilling effects on AI innovation, and why the U.S. is suddenly operating like QVC in the ‘90s. With charts, rants, and raw insight, this episode cuts deep into the behavioral finance chaos, the degenerate economy, and what comes next for markets, startups, and the global tech race.📅 Recorded live on April 8th 2025🎙️ Special Guest: Tom Bruni, StocktwitsSlides from the show - https://docs.google.com/presentati...
2025-04-081h 11Trends with FriendsInside the CoreWeave IPO: AI Hype, Financial Shenanigans & the New IPO Circus CoreWeave, AI Hype Cycles, and the New IPO CircusJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Daniel Attia for a no-holds-barred breakdown of the tech industry's latest structured spectacle: CoreWeave. From dissecting shady IPO mechanics and AI-fueled financial engineering to the bigger questions about U.S. equity markets, public trust, and Nvidia’s mega-run, this episode of Trends With Friends rips the curtain off the sausage factory of Wall Street.Whether you're a savvy investor, startup founder, or just trying to figure out WTF is going on in the economy, this episode is your public service announcement: yo...
2025-04-0157 minTrends with FriendsDegenerate Index Booms, Nvidia’s Big Reveal, and Gambling 3.0🧠 Betting on AI, the Rise of Gambling.com, and the Degenerate Economy IndexJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Charles Gillespie, CEO of Gambling.com, for a high-stakes episode diving into the future of gambling, regulation, AI, and the global economy. From online betting and affiliate marketing to Nvidia’s chip roadmap and Apple’s AI moment, the crew explores how technology and degeneracy collide to shape new markets—and how the U.S. is playing catch-up to Europe.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Charles Gillespie, CEO of Gambling.com🔑 Brought to you by StocktwitsSlides: ht...
2025-03-261h 10Trends with FriendsDegenerate Index Booms, Nvidia’s Big Reveal, and Gambling 3.0🧠 Betting on AI, the Rise of Gambling.com, and the Degenerate Economy IndexJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Charles Gillespie, CEO of Gambling.com, for a high-stakes episode diving into the future of gambling, regulation, AI, and the global economy. From online betting and affiliate marketing to Nvidia’s chip roadmap and Apple’s AI moment, the crew explores how technology and degeneracy collide to shape new markets—and how the U.S. is playing catch-up to Europe.📅 Recorded live on March 25th, 2025🎙️ Special Guest: Charles Gillespie, CEO of Gambling.com🔑 Brought to you by StocktwitsSlides: ht...
2025-03-261h 10Trends with FriendsGlobal Markets, Tesla’s Tumble & The Power of API-Driven TradingJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Yoshi Yokokawa, CEO of Alpaca, as they break down the latest market chaos. From Tesla’s freefall and China’s electric vehicle dominance to AI’s growing role in fintech, this episode explores the future of investing, trading, and globalization. Yoshi shares insights on Alpaca’s mission to power the next wave of brokerage innovation, the impact of de-globalization, and why APIs are revolutionizing global finance.📅 Recorded live on March 11, 2025🎙️ Special Guest: Yoshi Yokokawa, CEO of Alpaca🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presenta...
2025-03-181h 01Trends with FriendsDe-Globalization Continues, Social VIX Soars, and Pudgy Penguins & The Power of Web3 BrandingJoin Howard Lindzon, Phil Pearlman, Michael Parekh, and special guest Luca Netz, CEO of Pudgy Penguins, for an episode packed with market chaos, crypto shake-ups, and the future of AI and branding. The crew dives deep into the Pudgy Penguins phenomenon, the massive shift away from US growth stocks, and how deglobalization is reshaping financial markets. Luca shares firsthand insights on navigating crypto’s wild swings, his take on Trump’s meme coin frenzy, and why community-driven brands like Pudgy Penguins are leading the next wave of digital culture.📅 Recorded live on March 11th, 2025🎙️ Special Guest: Luca Netz, CEO of Pudgy Pen...
2025-03-131h 06Trends with FriendsDe-Globalization, Degeneracy & Gold: Why Markets Are More Unhinged Than EverJoin Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Lewis Johnson (CIO of Capital Wealth Advisors) as they tackle the seismic shifts shaking up global markets. This episode of Trends with Friends covers everything from peak degeneracy in stocks to the rise of de-globalization, gold’s record-breaking rally, and the brewing economic chaos under Trump & Musk’s influence. The crew unpacks how defense stocks in Europe are soaring, why Waymo is taking over self-driving, and how investors should prepare for a world that looks nothing like the past decade.📅 Recorded live on March 2025🎙️ Special Guest: Lewis Johnson, CIO of Capit...
2025-03-041h 18Trends with FriendsFrom Meme Coins to Tariff Wars: Why AI, Crypto, and Markets Are Riding the Volatility RollercoasterJoin Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Adeniyi Abiodun (Co-Founder of Mysten Labs and Sui) and Shomik Ghosh (Investor at Boldstart Ventures) for a jam-packed episode of Trends with Friends. This week, the crew dives into the wild world of crypto, AI, and global markets. From peak degeneracy in stocks like Tesla, Palantir, and Solana to Sui's rise in Web3 and why cybersecurity is more critical than ever, this episode has it all. Plus, insights on Nvidia’s dominance, the next wave of Web3 consumer apps, and the geopolitical risks shaping the economy.📅 Recorded live on Febru...
2025-02-261h 11Trends with FriendsEnough Infrastructure - It's Time To Build Consumer Applications!Join Howard Lindzon, Michael Parekh, and special guest Joe McCann, founder of Asymmetric, for a deep dive into the intersection of crypto, trading, and digital assets. This episode of Trends with Friends explores the explosive rise of DraftKings as the ultimate betting super app, the future of peer-to-peer crypto trading, and why China’s tech revival with Alibaba and AI innovation is reshaping global markets. Joe shares insights from the front lines of the digital assets world, highlighting the Trump meme coin frenzy, Solana’s resilience, and the next wave of Web3 consumer apps that will hide crypto under the...
2025-02-191h 05Trends with FriendsGolf’s Biggest Disruption Yet: Grass Clippings, YouTube Stars & The PGA’s FutureJoin Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Jimmy Hoselton, founder of Grass Clippings, as they break down the massive shift in golf, AI, and global tech power dynamics. From YouTube golfers outshining PGA pros to Apple cutting a game-changing AI deal with Alibaba, this episode of Trends with Friends is packed with insights on the creator economy, sports entertainment, and the geopolitical chess match unfolding between the U.S. and China.📅 Recorded live on February 2025🎙️ Special Guest: Jimmy Hoselton, Founder of Grass Clippings🔑 Brought to you by StocktwitsCharts:https://docs.google.com/presentation/...Key Topics Covered:The YouTube...
2025-02-121h 08Trends with FriendsShoveling Shit & Building Empires: The Cheat Codes to Startup Success with Mike & Kass LazerowJoin Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Mike & Kass Lazerow as they dive into the storytelling in business, AI’s impact on growth, and the hard truths of entrepreneurship.
In this episode of Trends with Friends, we discuss Google’s AI dominance, Palantir’s explosive growth, and why Liquid Death is changing the game in consumer branding. Mike & Kass share insights from their upcoming book, Shoveling Shit: A Love Story, unpacking the real struggles of building a company, hiring the right people, and why focus is the ultimate startup cheat code.
📅 Recorded live on February 2025
🎙️ Special Guests: Mike...
2025-02-051h 08Trends with FriendsCreators Take the Lead: Deep Seek, Software Dominance, and PunchUp’s Role in the Creator RevolutionJoin Howard Lindzon, Michael Parekh, Phil Pearlman, and special guests Danny Frenkel and Alex Dajani from Punchup.live, as they break down the massive implications of DeepSeek's groundbreaking AI innovations. In this episode of Trends with Friends, the crew unpacks how DeepSeek’s open-source advancements are reshaping AI and its ripple effects across the tech and business landscapes. They also dive into the role of creators in the digital economy, the growing importance of email as a direct connection tool, and why software is reclaiming its dominance over hardware. Don’t miss this dynamic discussion packed with actionable insights!
📅 Recorde...
2025-01-291h 19
Trends with FriendsThe New Gold Rush: Decentralized Mapping, Meme Coins, and the Future of AI with Ariel SeidmanJoin Howard Lindzon, Michael Parekh, Phil Pearlman, and special guest Ariel Seidman, founder of HiveMapper, for a deep dive into the most exciting trends shaping the tech and financial worlds. From the rise of meme coins on Solana to the revolutionary decentralized mapping solutions, this episode of Trends with Friends covers it all.
📅 Recorded live on January 7, 2025
🎙️ Special Guest: Ariel Seidman, founder of HiveMapper
🔑 Brought to you by Stocktwits
Key Topics Covered:
• The evolution of HiveMapper: Decentralized mapping on Solana with the Honey token
• The rise of meme coins and their economic implications
• Why Tesla’s mapping approach is shaking up the indu...
2025-01-221h 11Trends with FriendsToo Big To Fail? Too Small To Care? The New AI Landscape | Ft. Josh MohrerJoin Howard Lindzon, Michael Parekh, Phil Perlman, and special guest Josh Mohrer for a lively discussion on AI innovation, the evolution of venture capital, and the marketing leverage revolution. From Tesla's autonomous breakthroughs to TikTok's geopolitical battles, this episode of Trends with Friends unpacks the trends shaping our world—and the opportunities they bring.
📅 Recorded live on January 7, 2025
🎙️ Special Guest: Josh Mohrer, CEO of Wave and former Uber GM
🔑 Brought to you by Stocktwits
Key Topics Covered:
• Josh’s journey from Uber to founding Wave—a powerful AI-driven note-taking app
• The shift from tech to marketing leverage for small businesses
• AI as a...
2025-01-1555 minTrends with FriendsFart Coin Frenzy & Rectal Rotations in Meme Coins | Special Guest Packy McCormickStep into the world of trends, technology, and market insights with Howard Lindzon, Phil Pearlman, JC Parets, Michael Parekh, and special guest Packy McCormick! From Fart Coin to Nvidia's groundbreaking AI advancements, this episode dives into the intersection of innovation, humor, and strategy as we explore the opportunities and chaos shaping 2025.
📅 Recorded live on January 7, 2025
🎙️ Special Guest: Packy McCormick
🔑 Brought to you by Stocktwits
Key Topics Covered:
• The rise of meme coins like Fartcoin and their cultural impact
• Nvidia’s roadmap for "physical AI" in robots and autonomous vehicles
• Strategies for thriving amidst market rotations and tech disruption
• The intersection of AI, m...
2025-01-081h 07Trends with FriendsElection Day Special: Market Impacts, Crypto Insights, and the $9 Trillion AI InvestmentOn this election day special, we dive into the potential market impacts of the U.S. election, explore the latest in crypto, and discuss the staggering $9 trillion investment in AI compute. Joined by Zach Pandl from Grayscale, we cover:
• How different election outcomes might affect Bitcoin and the broader crypto market
• The future of Ethereum and its role in the financial system
• Palantir's recent surge and the power of effective storytelling in the markets
• The potential $9 trillion investment in AI compute and its implications
• The changing landscape of crypto investing w...
2024-11-061h 00Trends with FriendsBreaking Down Big Tech Earnings and the Future of Crypto Trading with Pranav KanadeJoin us as we dive deep into the world of crypto with Pranav Kanade from VanEck. We explore Bitcoin's recent breakout, the potential impact of crypto on the 2024 election, and the rising importance of stablecoins. Plus, we discuss the resurgence of Robinhood, the future of fintech, and much more. Topics include:
• The recent Bitcoin breakout and its implications
• How crypto could influence the 2024 US election
• The growing importance of stablecoins in the crypto ecosystem
• Robinhood's strategic moves in the crypto space
• The potential of AI and its impact on various in...
2024-10-301h 04Trends with FriendsThe Meme Coin Revolution: How Crypto Is Changing Investing And CultureDive into the world of meme coins with Nicky Montana as we explore the explosive growth of this new asset class, its implications for traditional finance, and the cultural shift it represents. We cover:
• The rise of meme coins and their billion-dollar market caps
• How meme coins compare to traditional investments and "pink sheet" stocks
• The role of community and culture in driving meme coin valuations
• The potential for meme coins to disrupt traditional finance and VC models
• The risks and rewards of investing in highly volatile assets
• How on...
2024-10-161h 00Trends with FriendsIndia's Market Momentum Explained: AI, IPOs, and the Future of Global TradeIn this episode, we dive deep into India's booming stock market and digital economy with Yash from Stocktwits India. We explore the factors driving India's market surge, the impact of AI and semiconductors on global tech, and the shifting dynamics between India, China, and the US in the tech space.
Key topics covered:
• India's stock market boom and the factors driving it
• The rise of retail investors in India
• India's digital revolution and the impact of companies like Jio
• The competition between India and China in the tech...
2024-10-091h 10Trends with FriendsChina's Breakout, Retail Trends, and the Future of AI-Driven Nuclear Energy | Jeff MackeJoin us for a deep dive into market trends with special guest Jeff Macke. We explore China's market breakout, retail trends heading into the holiday season, and the surprising comeback of nuclear energy driven by AI. Plus, insights on consumer discretionary stocks, the "degenerate economy" index, and more. Key topics include:
• China's market resurgence and its implications for global markets
• Retail trends and holiday season outlook, featuring Dave & Buster's as a potential winner
• The unexpected revival of nuclear energy due to AI's massive power demands
• Consumer discretionary sector rotation and its signific...
2024-10-021h 06Trends with FriendsSh!t Storm for the Bears! — China's Market Reversal, Tesla's Valuation, and OpenAI’s $150B Bet
Join Howard Lindzon and the Trends with Friends crew as they dissect the broadening bull market, China's comeback, Tesla's controversial valuation, and the exponential growth of AI. Featuring insights from Michael Parekh on Apple's AI strategy and Sam Altman's bold predictions for superintelligence.
Key topics covered:
• The broadening bull market and outperformance of previously lagging sectors
• China's market reversal and potential implications for global markets
• Apple's underappreciated AI strategy and new camera technology
• Tesla's valuation debate: technical strength vs fundamental concerns
• Sam Altman...
2024-09-251h 02Trends with FriendsInvesting in the Future: AI, Pattern Breaking, and the Evolution of VC | Mike Maples Jr.Join Howard Lindzon and Michael Parekh as they dive deep into the world of venture capital with Mike Maples Jr., founding partner at Floodgate Partners. This insightful conversation covers the evolution of VC from Web 2.0 to the era of AI, the importance of pattern-breaking in startup success, and the changing dynamics of founder-investor relationships. Key topics include:
• The origins of Floodgate and Mike's journey in VC
• The concept of "pattern breaking" in startup investing
• The transition from mass computation to mass connectivity to mass cognition
• The importance of valuation and return potentia...
2024-09-181h 23Trends with FriendsFour Reasons To Be Fired Up About Financials with Larry ThompsonJoin Phil Pearlman, JC Parets, Michael Parekh, and Larry Thompson as they dissect current market trends, from semiconductors to financials, and explore the future of AI in consumer tech. This episode covers:
• The potential top in semiconductors and its implications for the broader market
• Why financials are poised for outperformance in the coming months
• Apple's AI strategy and its impact on personal health technology
• Under-the-radar stock picks in the "Trends with No Friends" segment
• The integration of AI into everyday devices and its societal implications
• Technical analysis techniques f...
2024-09-111h 01Trends with FriendsWhat Election Year Means For Your Stock PortfolioJoin Howard Lindzon, JC Parets, Phil Pearlman, and Michael Parekh as they dive into September market trends, the impact of AI across various sectors, and uncover hidden opportunities. This episode covers:
• September seasonality and its impact on market sentiment
• The broadening bull market and sector rotation
• AI's influence on healthcare, robotics, and global competition
• The case for continued strength in technology stocks
• Under-the-radar stock picks in the "Trends with No Friends" segment
• The state of the NFL and some lighthearted football predictions
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Recorded live on Tuesday...
2024-09-041h 00Trends with FriendsNvidia Day Special: Charting the Future of AI and Humanoid InvestingIn this special episode of Trends with Friends, Howard Lindzon and Phil Pearlman are joined by a panel of experts to discuss the transformative power of AI, its implications for various industries, and investment strategies in this rapidly evolving landscape. Featuring Raja Doddala, Chris Camillo, and Michael Parekh, the conversation covers:
• The current state and future potential of AI and robotics
• The impact of AI on labor markets and productivity
• Investment strategies for AI and related technologies
• The role of data in AI development and scaling
• Global competition in AI and rob...
2024-08-291h 15Trends with FriendsAnalyzing Market Sentiment, $AMD's Big Move, $HACK and $PANW on the Rise?Join us as we explore the current state of the bull market, emerging trends in semiconductors and healthcare, and the growing impact of AI across industries. We discuss:
• The broadening bull market and its implications for investors
• The rise of semiconductors and healthcare stocks
• How AI is reshaping various sectors, from tech to healthcare
• The concept of the "degenerate economy" and its impact on investing
• Emerging trends in voice AI technology
• The state of the venture capital market and its effect on market sentiment
• The risks and oppo...
2024-08-211h 05Trends with FriendsStarbucks’ Stock Surge, VC’s Bear Market, Breakout with Exchanges | Michael BatnickHoward Lindzon, JC Parets, Phil Pearlman, Michael Batnick, and Michael Parekh dive into the current state of the markets, from Starbucks' resurgence with the news of their new CEO to the hidden bear market in venture capital. They cover:
• Starbucks' turnaround strategy and the power of consumer habits
• The disconnect between public and private markets
• How AI is reshaping wealth management
• The rise of exchanges and their data-driven advantage
• Gold's global breakout and its appeal in uncertain times
• The impact of AI on companies like Apple and the future o...
2024-08-141h 02Trends with FriendsSpecial Live Episode: Panic With FriendsJoin Howard Lindzon, Phil Pearlman, JC Parets, and Michael Parekh as they dissect the recent market volatility, discuss the DOJ's ruling against Google, and share insights on navigating uncertain times. With over 100 years of combined market experience, our panel offers a calm perspective on the VIX spike and what it means for investors.
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We cover:
• The recent VIX spike and its implications for the market
• Whether the current bull market is still intact
• The DOJ's ruling against Google and its potential impact on big tech
• The yen carry trad...
2024-08-071h 07Trends with FriendsBitcoin's Bullish Trajectory, Biotech Breakouts, and Global Market ShiftsJoin us as we dissect the most compelling charts in the world: from Bitcoin's potential breakout to biotech's resurgence and the shifting landscape of global markets. We dive deep into market trends, exploring the "degenerate economy," AI's impact on various sectors, and why some stocks fly under the radar despite impressive performance.
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This episode is brought to you by Stocktoberfest. Join us for a 2-day palooza in Coronado, CA: Get actionable insights on the latest investing trends. Learn about the hottest trends in alternative data products. Network with industry thought leaders: https://stocktoberfest.stocktwits.com/
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2024-08-011h 03Trends with FriendsMeta's Smart Glasses, CrowdStrike's Glitch, and the Degenerate EconomyThis week, we delve into Meta's partnership with Luxottica and the future of smart glasses, examine the implications of CrowdStrike's recent software glitch, and explore Howard's DGEN Economy index and its performance. JC provide’s insights on market rotations from tech to financials and small caps, the resurgence of regional banks and transportation stocks, and Riley explains this week’s Trends with No Friends pick for an underfollowed stock—TE Connectivity.
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This episode is brought to you by Chart Art. The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET: https...
2024-07-261h 08Trends with FriendsBull Market Bonanza: Robinhood and Goldman Making Comebacks, 24/7 Trading, and The Road to AGIThis week, we explore the strong bull market, focusing on how Robinhood and Goldman Sachs are making a comeback. We discuss the details of the European market, how different sectors are changing, and the relationship between smaller companies and big industrial giants. We also talk about why the New York Times' subscription model is doing so well, consider the idea of trading happening 24/7, and discuss how to classify tech companies.
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This episode is brought to you by Stocktoberfest. Join us for a 2-day palooza in Coronado, CA: Get actionable insights on the latest investing trends. Le...
2024-07-181h 00Trends with FriendsMarket Highs, Political Dynamics, and EU vs. Big Tech | Barry Ritholtz & Michael ParekhJoin us for a discussion with Barry Ritholtz and Michael Parekh as we explore the current state of the markets, the impact of EU regulations on big tech and small businesses, and the debate around data ownership and fair use in the AI era. We dive into why all-time highs are bullish signals, the challenges facing small-cap companies, and how AI investments today compare to previous tech revolutions.
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This episode is brought to you by Chart Art. The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET: https://chartart.stocktwits.co...
2024-07-111h 06Trends with FriendsIndia's Market Boom, Amazon's Innovation, and AI's Impact on Common KnowledgeJoin us as we explore the booming Indian stock market, Amazon's innovative strategies against Chinese competition, and how AI is reshaping our understanding of common knowledge. We also dive into Tesla's recent surge and the potential for big tech companies to unlock value through spin-offs.
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Skip Ahead:
(00:00) Introduction and Tour de France
(04:24) Tesla's recent performance and consumer discretionary stocks
(08:01) Amazon breaking out to new all time highs, and a look at the “Amazon’s” of other countries
(11:50) Nike, Lululemon, Starbucks: taking a hard hit
(13:25) Amazon's strategy...
2024-07-0452 minTrends with FriendsDecoding AI's value stack and the future of tech | Michael Parekh (ex-Goldman Sachs, tech investor)Michael Parekh is a former Goldman Sachs executive with over 20 years of experience, who now focuses on investing in and analyzing technology trends. He's known for his deep understanding of semiconductor, internet, and AI industries. We’re excited to have him back as our first 2x guest on the show. Together we cover:
• The AI tech value stack and its implications for investors
• How companies like Apple and Amazon are leveraging AI
• The role of data in the AI revolution
• How Apple is positioning itself in the AI race
• The potential...
2024-06-271h 11Trends with FriendsUnderstanding Asset Allocation, Making Sense Of Momentum Trading, and Strategies for a Recession-Resilient Portfolio | Ryan Detrick (Carson Group)This week we’re joined by old friend Ryan Detrick. As Chief Market Strategist at Carson Group, Ryan leverages over two decades of financial expertise to guide the firm's investment strategies. He co-hosts the popular "Facts vs Feelings" investing podcast and holds the Chartered Market Technician (CMT) designation. In this week's episode we talk about:
• How the Carson Group approaches the allocation of assets
• Advice for young people on getting into investing
• The rise of momentum trading and why you should tread carefully
• Breadth expansion and sector rotation
• Why Ryan is bull...
2024-06-2000 minTrends with Friends“Investing is the professional sport for thinkers” | Anthony PomplianoThis week, we’re joined by Anthony Pompliano (Pomp) — a renowned entrepreneur and technology investor with a massive following on Twitter. Pomp is also the host of a popular podcast, The Pomp Podcast, and writes a widely-read newsletter, The Pomp Letter. We cover:
• How the pandemic and government actions have reshaped financial markets and the economy
• Pomp's thoughts on Bitcoin and altcoins
• Why buying the market at the all-time is better than trying to time the market
• Why investors on Wall Street are no different than degenerate crypto investors
• The changing l...
2024-06-151h 11Trends with FriendsGameStop, AMC, and Beyond: Lessons on Short Squeezes and Risk Management with Jeff RichardsThis week we're joined by Jeff Richards, managing partner at Notable Capital. Together we explore the rebranding of GGV Capital to Notable Capital and dissect the viral phenomenon of meme stocks, focusing on the surge of GameStop and AMC fueled by the ever-elusive Roaring Kitty. Join us for insights into market dynamics, risk management, and the evolving role of AI in finance and investing. We cover:
• The rebranding of GGV Capital to Notable Capital
• Slice, and how it’s disrupting the pizza delivery space
• The recent surge in GameStop and AMC stock prices
•...
2024-05-161h 04Trends with FriendsMay’s Bullish Market, Factors That Actually Drive Earnings, China’s Mean Reversion, Investing In Argentina, MoreWelcome back to another week of Trends with Friends where our hosts tackle everything from the factors that drive earnings to the latest twists in China's tech scene. This week we cover:
• China's tech industry experiencing a mean reversion
• The recent sentiment shift
• Why you should ignore sensationalism in the media
• Bullish seasonality in May and the potential for a rebound in the market
• Balagi’s U.S. interest rate projections
• Some interesting charts and stocks to watch
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Be sure to check out our new website...
2024-05-091h 01Trends with FriendsHe Manages $2.5 Billion. Here’s His Take On The Market | Lewis Johnson, Capital Wealth AdvisorsToday we’re joined by Lewis Johnson of Capital Wealth Advisors. Lewis is a great friend and someone who manages approximately $2.5 billion in assets. In today’s wide-ranging episode, we discuss:
• Spotify’s great earnings and why we love the stock
• Why China is driving up the price of gold
• If you should be buying silver
• Where we might be in the current market cycle
• If you should be reallocating some of your portfolio to commodities
• And so much more
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If you aren’t already...
2024-04-251h 11Trends with FriendsMaking Millions In Memorabilia with Darren RovellToday we’re joined by the one and only Darren Rovell. There's no one quite like him when it comes to sports, memorabilia, and market trends. In today’s episode, we cover:
• Why Darren turned down $1.75 million for a Warren Buffet signature
• Which market Darren says will be the next big thing
• How he got Hugh Hefner’s Viagra bottle
• If you should get your collectible cards graded
• The story around OJ Simpson’s Bronco
• What we’re seeing in the markets and more
—
If you...
2024-04-181h 04Trends with FriendsBuying Gold, Our Trends With No Friends Stock Pick, Magnificent 7 Update, And Long or Short BanksThe friends are back together and this week our very own Riley Rosebee joined in on the fun. Outside of Phil's questionable fashion choices and our love for pizza, we cover:
Trends With NO Friends: finding trends with few followers that are working
Avoiding broken trends with too many followers
The importance of relative price strength
The underperformance of Apple and the outperformance of Google in the magnificent seven stocks
Why all-time highs are considered good and why they continue to go up
The role of math and storytelling in investing
The relationship between gold and different currencies
...
2024-04-111h 03Trends with FriendsNavigating A Tokenized Future with Raoul PalIn this episode, Raoul Pal joins the friends to discuss crypto and the macro landspace. They cover:
• The adoption curve of crypto and its potential to reach billions of users
• The transparency of crypto markets and the ability to analyze blockchain data
• The potential impact of crypto wealth on real estate and other assets
• The concept of the 'banana zone'
• The performance of different sectors in March, with energy outperforming tech
• The bond market and its impact on the overall market dynamics
• Meme coins and the changing nature of finan...
2024-04-0458 minTrends with FriendsGoogle and Apple’s Potential Partnership, Inflation’s Impact On The Market and The Future of TikTokIn This Episode, The Friends Cover:
• Google and Apple’s potential AI partnership
• How Meme coins have become a cultural phenomenon in the crypto market
• A technical analysis of Bitcoin
• The transparency of crypto markets
• The compression of time and the availability of new tools and platforms
• The impact of inflation on the bond market
• The lack of upside in the equities market
• Trade ideas for Reliance Industries and Solana
• TikTok and its impact
—
This episode i...
2024-03-211h 09Trends with FriendsThe Rise of Meme Coins, Market Shifts, and the Future of Social MediaIn appreciation of your support, we're excited to give one lucky subscriber the chance to own a new 14" MacBook Pro. Your involvement in our community is invaluable, and we can't express enough gratitude for your role in our success. Details and how to enter here: https://shorturl.at/uvwE8
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In This Episode, The Friends Cover:
• The rise of meme coins and their impact on the market
• The role of quantitative easing (QE) in shifting risk to the crypto market
• Different approaches to trading meme coins, with one focusing on curation and the other on price behavior
• The relationship between gold and Bi...
2024-03-1457 minTrends with FriendsHow To Evaluate Bitcoin Hitting ATHs, Red Flags In The Market, And Should You Be Buying SilverIn appreciation of your support, we're excited to give one lucky subscriber the chance to own a new 14" MacBook Pro. Your involvement in our community is invaluable, and we can't express enough gratitude for your role in our success. Details and how to enter here: https://shorturl.at/uvwE8
—
Today we discuss the excitement of Bitcoin reaching new heights and explore the factors propelling its growth. We cover:
• Bitcoin reaching an all-time high and the potential factors driving its growth
• The demand side of Bitcoin, including the involvement of institutional investors and the im...
2024-03-0750 minTrends with FriendsBigger Gains With Direct Indexing, How Tax Loss Harvesting Works, and Crypto Is BackToday we are joined by Mo Al Adham, Founder and CEO of Frec. Frec is a platform that makes direct indexing accessible to individual investors, with low minimums and fees. In our conversation, we dive deep on direct investing and tax loss harvesting. We cover:
• What exactly is direct indexing
• The benefits of direct indexing and tax loss harvesting• The limitations of direct indexing, such as high fees
• The power of AI in investing and its potential applications in various industries
• Market analysis, with a focus on technology stocks and rotation
• Th...
2024-02-291h 03Trends with FriendsRise of the Machines: Humanoid Robots and Their Economic Impact with Chris CamilloToday, we have the pleasure of welcoming Chris Camillo, the co-host of Dumb Money, renowned for exploring unconventional investment strategies. Chris, also known as 'The Social Arbitrator,' employs a distinctive approach by analyzing social trends and consumer behavior to uncover promising investment opportunities. Fully committed to humanoid robotics, Chris joins Howard, Phil, and JC to discuss the following:
• The potential of humanoid robots and their impact on various industries and the economy
• Why Chris calls himself The Social Arbitrator, and how it helps him invest
• How to distinguish signal vs noise, using Mattel...
2024-02-221h 06Trends with FriendsThe Speculative Economy and the Future of Markets with Jim O'ShaughnessyToday, we’re joined by Jim O'Shaughnessy, investor, VC, and Wall Street legend.
Howard, Phil, JC, and Jim discuss the following:
AI in the stock market
How speculation has become a form of entertainment, fueled by free time and advancements in AI
Self-control in the face of technological advancements
Why parents and grandparents play a crucial role in guiding children and teenagers in navigating the digital world and managing their exposure to new technologies
How counting and paying attention to data and trends can provide valuable insights and help you make informed decisions
European financials and ho...
2024-02-151h 02Trends with FriendsBetting Big on the Apple Vision Pro, FinChat Reshapes Finance, and Small Caps VulnerableIn today’s episode, Howard, JC, Phil, Michael, Braden, and Riley discuss the following:
The capabilities and potential of the Apple Vision Pro
The impact of AI on the finance industry
Why AI prompting is such an important skill
FinChat and its ability to provide accurate and comprehensive financial data
NYT vs. OpenAI and the future of the internet
Diabetes and Ozempic
Why JC says to “short everything”
The vulnerability of small caps
A long China and short US trade
How Google Gemini is consolidating AI efforts and may offer new opportunities
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In This Episode, We Cover...
2024-02-081h 06Trends with FriendsWhy You Should Pay Attention to Sector Rotation, the Stock JC Loves at the Moment, and Chinese ETFsIn today’s episode, Howard, JC, Phil, and Riley discuss the following:
Why we’re having sector rotations and what it means for the market
One of JC’s favorite stocks in the market right now
Why you should be looking at Chinese ETFs
The importance of sleep on your health and limiting unforced errors
And, of course, how Howard’s friend got his finger bit off by an alligator
Share your thoughts on the show by leaving a review.
P.S. Big things are coming for Trends With Friends! We’ve partnered with Pen Name Consulting, which is b...
2024-02-0151 minTrends with FriendsIs Apple Overvalued, Strength in Semis, The Russell 3000 Rallies to All-Time Highs and The EV Bubble — Trends with Friends EP. 48On Episode 48 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Strength in Semis, The Russell 3000 All-Time Highs, The EV Bubble, Go Go Google, Next Gen Financial Analysis and Is Apple Overvalued?
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Howard Goes Coast-to-Coast (4:22)
Walk Around the Market (5:33)
The Russell 3000 Rallies to All-Time Highs (6:20)
Small-Caps Outperform Large-Caps (8:15)
No Sign of Defensive Behavior (9:28)
Strength in Semis (10:43)
Welcome Ram Ahluwalia (12:29)
...
2024-01-291h 06Trends with FriendsTesla’s Hot Mess, Defense Is Not Working, IPO Activity and Special Shoutouts — Trends with Friends EP. 47On Episode 47 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Tesla’s Hot Mess, Defense is Not Working, IPO Activity, The DWAC, Marijuana Legalization Speculation, The New York Times and more.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Playoff Football (2:46)
State of the Market (6:24)
Tesla’s Hot Mess (8:37)
A Few Red Flags (16:20)
Defense Is Not Working (22:30)
IPO Activity (26:05)
Marijuana Legalization Speculation (34:43)
The DWAC (35:58)
Tilray...
2024-01-201h 04Trends with FriendsCryptoPunk Are The Rookie Cards, What’s Not Working, Happy Hours in SoHo and the Bitcoin ETF — Trends with Friends EP. 46On Episode 46 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Rob Petrozzo and Riley Rosebee review the Most Interesting Chart in the World, Bundling & Unbundling, All-Time Highs, Happy Hours in SoHo and CryptoPunks are the Rookie Cards.
Like and Subscribe if you enjoy the show.
Chapters
Welcome Rob Petrozzo (0:00)
Happy Hours in SoHo (1:48)
The Most Interesting Chart in the World (3:38)
Whipsaw Hunting Season (4:50)
CryptoPunks Are The Rookie Cards (7:30)
What’s Not Working? (10:41)
What’s Working? (12:27)
The W...
2024-01-131h 01Trends with FriendsDigesting Gains, Strength in Biotech, Magnificent 7 Stalls, One Good Day and Will the BTC ETF Mark a Top? — Trends with Friends EP. 45On Episode 45 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee share the First Show of the Year, Digesting Gains, Strength in Biotech, Magnificent 7 Stalls, One Good Day and Will the BTC ETF Mark a Top?
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
First Show of the Year (0:50)
S/O Mr. Seasonality (1:41)
Chart Talk (4:38)
Strength in Biotech (6:45)
Magnificent 7 Stalls (8:17)
Will the BTC ETF Mark a Top? (10:03)
Biggest Winner Since the...
2024-01-061h 01Trends with FriendsTrends with Friends, Best Moments of 2023Thank you for tuning in to our first year of Trends with Friends! We appreciate you staying with us as we wade through the markets and technical difficulties.
We put together a highlight reel of the best moments from this last year. We frequently talked about the bull market in stocks and crypto, seasonality, finding underfollowed stocks with high relative strength, degeneracy, luxury, and longevity.
In case you missed some previous episodes these best moments should catch you up to speed.
If this is the first you’re seeing of Trends with Friends we h...
2024-01-023h 01Trends with FriendsThe Nasdaq 100 Returns 55%, The Greatest Sentiment Check, Life’s Simple Rules, Whipsaw Hunting Season and New Year’s Resolutions — Trends with Friends EP. 44On Episode 44 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Nasdaq 100 Exceeds Expectations, The Greatest Sentiment Check, Life’s Simple Rules, Whipsaw Hunting, and New Year’s Resolutions.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Don’t Overthink Year To Date Returns (3:29)
The Greatest Sentiment Check (5:30)
Nasdaq 100 Returns 55% (8:33)
The Importance of Asset Allocation (10:58)
Life’s Simple Rules (14:23)
Looking at the Last 5 Quarters (16:00)
Sell Side Analysts Expectations (19:53)
Cash on t...
2023-12-3059 minTrends with FriendsSanta Comes to Stocks, Bull Market Feasts, Curating Alpha, Financial Mutts and Small-Cap Squeeze — Trends with Friends EP. 43On Episode 43 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Sentiment Volatility, Bull Market Feasts, Santa Comes to Stocks, Curating Alpha, Financial Mutts and the Small-Cap Squeeze.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Sentiment Volatility (1:06)
Bull Market Feasts (2:04)
Intro (3:04)
Santa Comes to Stocks (3:31)
Can China Catch Up? (5:08)
The World’s Most Important Stock Market Index (5:49)
Don’t Be A Dummy (7:13)
Small-Cap Squeeze (8:26)
TopBuild...
2023-12-2349 minTrends with FriendsFollow the Dollar, Regional Banks Rip, Emerging Markets Emerge, Trailing Uber and $MMYT Marches Higher — Trends with Friends EP. 42On Episode 42 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Trailing Uber, Emerging Markets Emerge, Regional Banks Rip, $MMYT Marches Higher and Follow the Dollar.
Like and Subscribe if you enjoy the show.
Chapters
Intro (0:00)
Overbought Is Evidence of Uptrends (3:00)
The Most Important Chart of the Week (6:20)
Trailing Uber (7:26)
Dow Transports (9:33)
The Average American (13:33)
Credit Check (15:38)
Follow the Dollar (16:13)
Emerging Markets Emerge (16:36)
AI Benefits Autodesk (18:50)
R...
2023-12-1645 minTrends with Friends$6 Trillion on the Sidelines, Big Bases, Go Go Google, Howie’s Trip to SF and Unbundling Sports — Trends with Friends EP. 41On Episode 41 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk $6 Trillion on the Sidelines, Big Bases, Go Go Google, Howie’s Trip to SF, Unbundling Sports and more.
Like and Subscribe if you enjoy the show.
Chapters
Intro (0:00)
Fresh Charts (4:47)
Buying Regional Banks (8:10)
$6 Trillion on the Sidelines (9:20)
Howie’s Trip to SF (14:24)
Go Go Google (18:33)
$MMYT, Checking the Box (22:51)
Big Bases, BTC + ETH (25:44)
Shoutout Michael Saylor (33:46)
Unbundl...
2023-12-0956 minTrends with FriendsThe 17-Month Bull Market, Bull Market Parties, Strength in Defense and India’s Upside — Trends with Friends EP. 40On Episode 40 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee talk Bull Market Parties, the 17-Month Bull Market, Societal Dissatisfaction, Strength in Defense, India’s Upside and more.
Like and Subscribe if you enjoy the show.
Chapters
Intro (0:00)
Bull Market Parties (0:47)
The 17-Month Bull Market (1:49)
Societal Dissatisfaction (8:31)
Widening Market Breadth (13:50)
Stocks & the US Dollar (14:42)
Today’s Inflationary Environment (16:56)
Strength in Defense (18:00)
Price is the Message (20:50)
CloudFlare’s Cheap Imp...
2023-12-0154 minTrends with FriendsThe Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs — Trends with Friends EP. 39On Episode 39 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Sam Altman Soap Opera, Semiconductors as a Leading Indicator, Industrials and Homebuilders Inch to All-Time Highs, The Luxury Trend Continues, Pessimistic Sentiment and more.
Like and Subscribe if you enjoy the show.
Chapters
Intro (0:00)
Jingle Bells Fun Fact (0:18)
Howard Hates Burgundy (1:55)
Happy Thanksgiving (3:08)
The Sam Altman Soap Opera (4:46)
Nvidia Earnings (11:31)
Strength in Semis (12:30)
Follow the Reaction (16:33)
OpenAI Cha...
2023-11-2254 minTrends with FriendsThe Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off and Human Intelligence — Trends with Friends EP. 38On Episode 38 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Dollar Drops, Tech Ticks All-Time Highs, Public Rancor, Risk On // Risk Off, Human Intelligence and Financial Lit with AI.
Like and Subscribe if you enjoy the show.
Chapters
Intro (0:00)
Howard is Here (1:07)
Last Week at WatchBox (1:41)
Chart Talk (4:14)
The Dollar Drops (6:40)
Public Rancor (9:18)
UBER & MMYT Follow Up (11:31)
Tech Ticks All-Time Highs (12:46)
Weakness in Energy (16:37)
Fading LLY...
2023-11-1848 minTrends with FriendsTechnology’s Resilience, Zombie Companies, Historic Returns, Apple’s AI Play and Frauds on ForbesOn Episode 37 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman Riley Rosebee review Technology’s Resilience, Historic Returns, Apple’s AI Play, Robinhood, Finding Profitability, Zombie Companies and Frauds on Forbes.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
State of the Market (2:33)
USD & The 10-Year (4:10)
Axon’s All-Time High (8:13)
The Nasdaq’s Reaction to Apple’s Earnings (9:31)
Apple’s AI Play (13:24)
The Big Get Bigger, Technology’s Resilience (14:33)
QQQ vs. TLT (18:30)
Here’s The...
2023-11-111h 04Trends with FriendsThe Big Get Bigger, Solana’s Killer App, Chart of the Year and Healthcare Start-Ups — Trends with Friends EP. 36On Episode 36 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review Stocks Above October Lows, Solana’s Killer App, Chart of the Year, Healthcare Start-Ups, The Big Get Bigger and more.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Stocks Above October Lows (2:43)
Bitcoin Should Be Dead (6:50)
Solana’s Killer App (9:35)
Chart of the Year (15:08)
Some Good Ideas (17:11)
Healthcare Start-Ups (20:30)
Chart Talk: MakeMyTrip, Axon and Deckers (22:11)
Bank Consolidation (26:26)
The B...
2023-11-0448 minTrends with FriendsBitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength — Trends with Friends EP. 35On Episode 35 of Trends with Friends — Howard Lindzon, Phil Pearlman and Riley Rosebee review Bitcoin, Unplugging, Small-Scale Social, The Two Ways of Change and Solana’s Relative Strength.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Stocktwits Early Days (1:47)
Release the Hostages (3:05)
Unplug (4:08)
Small-Scale Social (6:23)
The Two Ways of Change (10:58)
Disconnecting, Zooming In (12:01)
The Most Important Chart of the Week (17:23)
Bitcoin’s Resilience (22:00)
Solana vs. Ethereum (24:26)
Let’s Talk Star...
2023-10-2848 minTrends with FriendsStocks Showing Weakness, Deglobalization and The 30-Year YieldOn 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.
Like and Subscribe if you enjoy the show.
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)
Deglobal...
2023-10-2159 minTrends with FriendsDirect Indexing, Fashology, The Everything App and The Most Interesting Chart of the Week — Trends with Friends EP. 33On Episode 33 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Most Interesting Chart of the Week, the Everything App, Fashology and Direct Indexing.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Intro (1:17)
The 30-Years’ 6.4 Standard Deviation (2:43)
The Most Important Chart of the Week (4:44)
Communications New Relative Highs vs. the S&P 500 (6:39)
No Where Near Panic (8:06)
Higher Rates Helps Wealthy Individuals and Companies (12:10)
Howie Visits Mexic...
2023-10-0752 minTrends with FriendsHigher for Longer, The Nuclear Renaissance, AI’s First Inning and Luckin Coffee’s Come BackOn Episode 32 of Trends with Friends — Howard Lindzon, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review Higher for Longer, Reading Sentiment, the Nuclear Renaissance, AI’s First Inning, Price Relative Strength Meets Social and Luckin Coffee’s Come Back.
Like and Subscribe if you enjoy the show.
Chapters
(0:00) Intro
(1:08) Eyes Automatize
(2:32) Welcome Ram Ahluwalia
(3:39) What is Lumida Wealth?
(5:07) Higher for Longer
(11:00) Great Depression Headlines
(11:50) Reading Sentiment
(14:44) US Dollar Deep Dive
(17:36) The DeDollarization Hedge
(22:07...
2023-09-301h 06Trends with FriendsSeriously Good Ideas, the Commodity Super Cycle, Cybersecurity and the Unsung Hero of AIOn Episode 31 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Commodity Super Cycle, Seriously Good Ideas, Cybersecurity, the Unsung Hero of AI, Stocktwits Popularity and Price.
Please Like + Subscribe if you enjoy the show.
Chapters
(0:00) Howie in Tel Aviv
(3:42) Chart Talk
(4:35) Sector Performance Since July 12, 2023
(5:50) Next Gen Energy
(7:20) Uranium and the Commodity Super Cycle
(8:15) How to Participate in the Commodity Super Cycle
(20:15) Cyber is Speaking
(25:36) Seriously Good...
2023-09-2352 minTrends with FriendsThe Markets Uphill Battle, JC’s Custom Coal Index, Sugar Highs and Arm’s IPOOn Episode 30 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Rob Koyfman run through the Markets Uphill Battle, JC’s Custom Coal Index, Arm’s IPO, The Glamorization of Degeneracy, Koyfin and Sugar Highs.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Future Proof Follow Up (0:26)
Howies First Uncategorized Climb (2:47)
The Markets Uphill Battle (8:33)
What Will It Take For Stocks To Go Higher? (10:24)
Strength in Energy (12:19)
JC’s Custom Coal Index (14:43)
Arm’s Tightly Controlled IPO (16:08)
Welcome Rob Koyfman (20:08)
What Could Lead Stocks Lower? (20:29)
The Glamorization of Degeneracy (25:24)
Will Stocks Resolve Higher or Lower? (26:50)
Koyfin Showcase...
2023-09-1651 minTrends with FriendsThe Next Bull Market, Exxon Mobil’s Monster Base, Luxury Wealth Management and How to Trade This EnvironmentOn Episode 29 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman, Ram Ahluwalia and Riley Rosebee review The Most Interesting Chart of the Week, US Sector Total Returns, Exxon Mobil’s Monster Base, Luxury Wealth Management and more.
Like and Subscribe if you enjoy the show.
Chapters
Intro (0:00)
What is WatchBox? (1:29)
Market Walkthrough (4:55)
The Most Interesting Chart of the Week (5:21)
US Sector Total Returns (6:50)
Exxon Mobil’s Monster Base (7:42)
The Next Bull Market (10:12)
The...
2023-09-0941 minTrends with FriendsThe S&P 500’s Sideways Range, A Shift in Seasonality, Misallocating Venture Capital and Crappy Crypto SentimentOn Episode 28 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the S&P 500’s Sideways Range, a Shift in Seasonality, Misallocating Venture Capital and the Crappy Crypto Sentiment.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Intro (0:58)
Canadian Conversations (1:02)
Strength in Google Search (6:17)
The S&P 500’s Sideways Range (12:40)
Asking for All-Time Highs (15:00)
Shift in Seasonality (17:17)
Focus on What Works (20:11)
Misallocating Venture Capital (21:52)
Mortgage Rate Rec...
2023-09-0244 minTrends with FriendsThe MemeStock Massacre, Redefining Luxury, Nvidia’s Earnings Implications and The Battle to Get LeanOn Episode 27 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the most important chart of the week, the markets sentiment shift, MemeStock Massacre, 10-Year and 2-Year Yields and more.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
The Most Important Chart of the Week (2:20)
Market Sentiment Shift (5:36)
The MemeStock Massacre (6:39)
The US 10-Year and 2-Year Yields (11:30)
Stocktwits Social Sentiment (16:02)
USD Risk on, Risk off (19:04)
Redefining Luxu...
2023-08-2654 minTrends with FriendsWhipsaw Hunting, Colorado is Phenomenal, Bull Market in Bevs, Google + YouTube are UnstoppableOn Episode 26 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee walk through Whipsaw Hunting Season, Colorado is Phenomenal, Bull Market in Beverages, Google + YouTube are Unstoppable and Mr. Beast Fascinates.
Like and Subscribe if you enjoy the show.
Chapters
Howard is Back (0:00)
Aspen Cycling Summit (4:39)
All Star Farts (8:44)
Market Talk, An Interesting Tape (9:57)
The Most Interesting Chart of the Week (10:06)
Billionaires and the Bond Bear Market (12:03)
Semiconductors Failed Breakout (14:48)
Seasonality Scenario (15:48)
...
2023-08-1952 minTrends with FriendsRising Rates? Bitcoin - Beta on Beta on Beta, The Importance of Flexibility — Trends with Friends EP. 25On Episode 25 of Trends with Friends — JC Parets, Phil Pearlman and Riley Rosebee review The Most Interesting Chart of the World, Rising Rates, Energy is in Play, Bitcoin – Beta on Beta on Beta and The Importance of Flexibility.
Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
No Howie, How Was Maine? (0:07)
Let’s Talk Charts (2:20)
Will Rates Rise? (5:59)
The Most Interesting Chart of the World (6:56)
Bitcoin, Beta on Beta on Beta (7:49)
Energy Is In Play...
2023-08-1234 minTrends with FriendsTrouble at All Time Highs, S&P 500 Seasonality, The Dollar Squeeze, Probes Fold and the 3 EconomiesOn Episode 24 of Trends with Friends — Howard Lindzon, JC Parets and Riley Rosebee review S&P 500 Seasonality, Trouble at All Time Highs, The Dollar Squeeze, Probes Fold, VCs Flock to the Middle East, The Three Economies and more. Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Phil Quit? (0:11)
Riley Galivants Across Asia (1:06)
Whip Around the Markets (2:59)
Equally-Weighted Sector Returns (3:53)
S&P 500 Pre-Election Seasonal Cycle (4:38)
Nasdaq-100 Near New Highs (5:09)
S&P 500, More of the Same (5:31)
AAP...
2023-08-0539 minTrends with FriendsInvest and Chill, Crack In A Can, Degeneracy, Luxury and Don’t Fight Papa DowOn Episode 23 of Trends with Friends — Howard Lindzon, Phil Pearlman and JC Parets recap Invest and Chill, Crack in a Can, Degeneracy, Luxury, Bitcoin’s Breakdown, Don’t Fight Papa Dow and more. Like and Subscribe if you enjoy the show.
Chapters
Welcome (0:00)
Twitter X Killed the Bird (6:45)
Charts Around the World (7:51)
Invest and Chill (13:22)
Discretionary, Technology and Industrials Lead The Way (15:42)
Strength in European Financials (19:59)
Crack In A Can (21:38)
Degeneracy and Luxury (25:05)
Bitcoin’s Breakdown (32:34)
Don...
2023-07-2948 minTrends with FriendsThe Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets — Trends with Friends EP. 20On Episode 20 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review The Most Interesting Chart of the Week, META Moves, The Disney Dip, Consolidation through Time and 3-Putt Parets.
Chapters
Welcome (0:00)
JC Golfs (0:11)
Intro (2:20)
The Most Interesting Chart of the Week (3:37)
META Moves (4:36)
Buy the Disney Dip? (11:30)
Consolidation through Time (14:06)
Crypto Highs (15:45)
Something’s Happening In Financial Services (16:31)
Degeneracy Thrives (17:51)
No Outlet for Adolescents (19:14)
Social Media...
2023-07-0830 minTrends with FriendsThe Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase and The Degenerate Economy — Trends with Friends EP. 19On Episode 19 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review the Most Interesting Chart in the World, 52-Week Highs, Consumer Discretionary, Coinbase, The Degenerate Economy, Phrasing Trends and more.
Chapters
Welcome (0:00)
The Degenerate Economy (4:00)
Consumer Discretionary Outperforms (4:25)
DraftKings 52-Week High (5:27)
Equally-Weighted Golf Index (6:33)
DraftKings Seasonality (9:06)
Flutter Entertainment, FanDuel (9:28)
Rotation into Energy? (10:40)
Bitcoin 52-Week Highs (12:42)
Bitcoin Narratives (15:15)
BlackRock on Bitcoin (16:36)
Coinbase Crawls Back (18:55)
Bitcoin’s Resiliency (20:35)JC’s Greatest Risk (22:00)
Software You Can’t Shut Down, AVC (23:50)
The Most Interesting Chart in the World (29:00)
XPO Logistics (30:36)
Industrials 52-Week High (31:55)
Preventing Pickleball Injuries (35:19)
Thoughts on Ozempic (37:42)
Phrasing T...
2023-07-0147 minTrends with FriendsThe Best Start to a Year EVER, Institutionalization of Crypto, JCs Leveraged Bitcoin Bet, SlamBall and the Sun — Trends with Friends EP. 18On Episode 18 of Trends with Friends — Howard Lindzon, Phil Pearlman, JC Parets and Riley Rosebee review the Markets Best Start to a Year Ever, 52-Week Highs, Embracing Emotions, SlamBall, New Sports and more.
Chapters
Intro (0:00)
Hats Off to JC (1:15)
Stocks Stopped Going Down (1:55)
S&P 500 Sets Another 52-Week High (9:44)
Technology Trades At Former Highs (10:07)
German DAX Index (10:52)
Nvidia + Palo Alto Networks Post All-Time Highs (11:30)
Dispassion and Embracing Emotions (13:10)
Helene Meisler’s Twitter Sentiment Test (16:00)
If You...
2023-06-2458 minTrends with FriendsToday’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson and Beef vs Pork — Trends with Friends EP. 17On Episode 17 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk Today’s 8-to-80, Shopify’s Relative Strength, Shoutout Fred Wilson, Beef vs Pork and more.
Chapters
Intro (0:00)
Where’s JC? (0:25)
Markets Reaction to the Fed (1:27)
Look at Long Duration Assets (2:52)
iPhone 14 is Insane (4:32)
One Ticker Missing… (5:37)
Shopify Relative Strength (6:04)
Today’s 8-80 (8:33)
Oracle and Intuitive Surgical (9:55)
More Applications for AI than Crypto in 6 Months (11:52)
Fred Wilson’s Latest (12:4...
2023-06-1733 minTrends with FriendsThe SEC, Semis, Tribeca Film Festival and Apple — Trends with Friends EP. 16On Episode 16 of Trends with Friends — Howard Lindzon, Phil Pearlman, Riley Rosebee and Steve Strazza talk SEC, Tokens, Apple, Semiconductors, The Tribeca Film Festival and more.
Chapters
Intro (0:00)
Start with the SEC (1:00)
What about Bitcoin (5:20)
Are Tokens Interesting? (6:00)
No One Cares About Crypto rn (7:36)
Apple Inc Update (13:58)
Let’s Talk Semis (22:25)
Bull Trap? (24:00)
S/O JC Parets + Jeff Hirsch (27:40)
Lindzon Live at Tribeca Film Festival (28:00)
Headlines Continue To Suck (32:07)
The Degenerate Economy (33:20)
Thi...
2023-06-1045 minTrends with FriendsApple’s Advance to $5T, Follow the Puck, Price is Truth — Trends with Friends EP. 15On Episode 15 of Trends with Friends — Howard Lindzon, JC Parets and Phil Pearlman talk the Greatest Chart of the Year, Follow the Puck, Price is Truth, Apple’s Advance to $5T and more.
Chapters
Intro (0:00)
Greatest Chart of the Year (2:35)
Follow The Puck (4:24)
Race To All-Time Highs, Dow vs Nasdaq (8:42)
Equally-Weighted Commodities Index (12:45)
Giant Tech Companies Can Pivot (15:45)
Markets are Borked, but Working (20:50)
No One Knows Anything, Price is Truth (27:27)
Apple’s Advance to $5T (28:40)
Take...
2023-06-0337 minTrends with FriendsThe Borked Economy, Productivity Advancement via AI and Do We Care About the Debt Ceiling?On Episode 14 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review The Borked Economy, Bitcoin, Tech, Productivity via AI and Do We Care About The Debt Ceiling?
Chapters
Intro (0:00)
Chart Art (1:13)
Technology + Bitcoin (1:31)
Crypto Friday’s (1:40)
Equally-Weighted Technology (2:35)
S&P 500 vs S&P 500 Equally-Weighted (4:40)
The Market is Borked (6:38)
Productivity Advancement via AI (10:21)
Incumbents Have an Edge (11:25)
Phil’s Quick Tip (14:49)
Degenerate Check-In (16:00)
Eye’s on Healthcare (18:06)
Do We C...
2023-05-2722 min
Trends with FriendsHODLing in MIA, Schwab of the Degenerates, AI Deserves the Attention and Working Trends — TwF #13On Episode 13 of Trends with Friends — HODLing in MIA, AI Deserves the Attention, Working Trends, The Schwab of the Degenerates and more.
Chapters
Intro (0:00)
HODLing in MIA (0:29)
AI Entered the Chat, Nobody Cares about Crypto (1:01)
How Good is Midjourney? Howard Downloads Discord (2:14)
Does Anyone Use MetaMask? (2:51)
Builders Need to Build (3:54)
Midjourney is Interesting (4:33)
JC is in the House (5:48)
Chart Art — Small Caps (8:08)
Consolidating Industrials? (9:35)
Financials Hold 30 (10:58)
Howard’s State of the Mar...
2023-05-2035 min
Trends with Friends52-Week Highs, Pessimistic Speculators, Strength in Tech, San Diego v Scottsdale — TwF 12On Episode 12 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review Developed and Emerging Markets 52-Week Highs, Pessimistic Speculators, Strength in Tech, San Diego v Scottsdale, National Golf Day and more.
Chapters
Intro (0:00)
Where’s Howard? (0:08)
Steaks in Scottsdale (0:20)
Chart Art (2:16)
52-Week Highs, Emerging Markets (2:30)
Developed Markets Drawdown (2:55)
Small-Caps Return to the Scene of the Crime (4:30)
Strength Within Small-Caps (8:10)
$OSIS Base (9:20)
Pessimistic Speculators (10:17)
Short Sellers Are Guaranteed Buyers...
2023-05-1339 minTrends with FriendsThe Great American Trend, The Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play — TwF 11On Episode 11 of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the Great American Trend, the Gold Rush, 1-Year Highs, Apple vs. LVMH, Phil’s Fed Day Play and more.
Chapters
Intro (0:00)
Welcome Back (0:11)
Chicks Dig Scars (1:21)
Tech Investors’ Technical Difficulties (2:35)
Chart Art (3:40)
1-Year Highs, Nasdaq + S&P 500 (4:20)
Equally-Weighted Sector Performance (4:36)
Financials (6:11)
Phil’s Evergreen Fed Day Play (9:15)
The Gold Rush (10:40)
Gold Around the World (10:58)
The Long...
2023-05-0643 min
Trends with FriendsGoing For Gold, The Masters, AIR and Summer Reading — Trends with Friends EP. 10On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Markets, The Masters, Howie’s Breakout Trick, AIR and more!
Chapters
Intro (0:00)
Howard Hates the Show (1:05)
Welcome Back (1:55)
JC’s Country Club (2:13)
JC + Phil Missed a Great Event (3:35)
Who’s Chamath? (4:40)
The Chubby Vegan (5:10)
The State of the Market (6:40)
Howard Lindzon is Right (8:40)
Chart Art — Financials + Small Caps (8:58)
Laggards Catch the Leaders (11...
2023-04-0846 min
Trends with FriendsThe Confluence of Degeneracy and Machines, Great Technology is First a Toy — Trends with Friends EP. 9On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the confluence of degeneracy and machines, AI Applications, Great Technology is First a Toy, the State of the Market and more!
Please leave us a like or comment if you enjoy the show.
Chapters
Welcome (0:00)
Intro (0:05)
JC’s Basketball and Wine Night (1:22)
Not Medical Advice (1:49)
Chart Art (2:21)
US Dollar x Short S&P 500 (2:57)
Shoutout to Howard Lindzon (4:53)
The...
2023-04-0139 minTrends with FriendsThe Boys Are Back, Banks, Bitcoin, Bonds, and Bullion — Trends w/ Friends EP. 8On this episode of Trends with Friends — Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee review the State of the Market, The 4 Bs, Contagion Creep, Filter Failure and more.
Chapters
(0:00) Welcome Back
(0:23) Intro
(0:43) Riley’s Vacation
(1:30) The Thing About Golf
(3:20) Celebrity Advertising Sports Betting vs Crypto
(4:20) Parlays Are A God Given Right
(8:25) Sports Betting Behemoths
(10:50) The Four Bs — Banks, Bitcoin, Bonds, Bullion
(12:27) Shoutout to Matt Levine
(14:11) All Eyes on Financials
(16:50) Office REITs Ar...
2023-03-2538 min
Trends with FriendsTed Merz, Yield Curves, AI, Financial Info, Routines, and Social Standards — Trends w/ Friends EP. 6On this episode of Trends with Friends — Ted Merz joins Howard Lindzon, JC Parets, Phil Pearlman and Riley Rosebee to review the State of the Market, the future of AI and Financial Information, Yield Curves, European Financials, Routines, Social Standards and more.
Chapters:
(00:00) Welcome Back
(00:38) Chart Art
(02:18) Does Anyone Care About The Fed?
(02:40) NASDAQ, New Highs - New Lows
(06:39) The Machines Win
(07:53) European vs. US Financials
(09:07) Welcome, Ted Merz
(09:50) Why LinkedIn?
(11:07) Bloomberg’s AI Battlezone
(13...
2023-03-1059 minTrends with FriendsTrends with Friends Ep. 5 — Monthly Charts, Venture's 9-Year Low and the Risk of Sugar SubstitutesWelcome to Trends with Friends Episode 5! This week, Howard Lindzon, JC Parets, Dr. Phil Pearlman, and Riley Rosebee discuss Monthly Charts, Retesting Former Highs, Venture’s 9-Year Low, Artificial Sweetener Risk, and more.
Chapters:
(00:00) Intros
(0:01:14) Why Monthly Charts Matter
(0:01:57) Assets Retest Former Highs
(0:03:01) We Don’t Have Bull Markets in America with Financials Crashing
(0:06:16) Bitcoin + Ethereum Retest Former Highs
(0:07:30) Scams Never Die
(0:08:50) We Need a US Backed Stable Coin
(0:10:57) Gold Retests Former Highs
(0:14:55) JC’s Mexican Gold Mine
...
2023-03-031h 10
Trends with FriendsInterest Rates, Industrials, FOMO + Fine Wine, Trends with Friends Ep. 4On this episode of Trends with Friends, Howard Lindzon, JC Parets, Phil Pearlman, and Riley Rosebee review this week’s Chart Art, The Cure for FOMO, the Zero Percentage Interest Rate Phenomena, Wine Equitique, Goldbelly gifts, and more.
Chapters
Intros (0:15)
Chart Art, 10-Year Treasury (5:44)
Chart Art, Housing Starts (11:23)
Chart Art, Investor Home Purchases (13:40)
The February Hangover (14:40)
Chart Art, Equal-Weight Industrials vs S&P500 (15:35)
Chart Art, STOXX 600 (16:55)
Chart Art, London FTSE 100 (17:31)
Chart Art, France CAC 40 (17:45)
Chart Art, Value Line Geometric Index (18:28)
The Cure for FOMO (22:30)
2023-02-2455 min