Trends with Friends

On 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 (12:42) Enterprise AI (13:34) Big Banks are Worse than the DMV (15:16) Index Opportunities (17:55) Deselecting is Selecting (18:50) New Secular Bull via AI (23:36) Beef vs Pork (29:53) Links Improved Indexing via Thematic — ​​https://www.gothematic.com/  Fred Wilson’s Latest — https://avc.com/2023/06/coming-back-up-for-air/  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://rosebee.beehiiv.com/  Follow Us on Twitter Howard Lindzon — https://twitter.com/howardlindzon  Steve Strazza — https://twitter.com/sstrazza  Phil Pearlman — https://twitter.com/ppearlman  Riley Rosebee — https://twitter.com/be_rosebee

On 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) This Market is Top Heavy (39:50) End on Golf (42:22) Links Read Matt Levine, When Is a Token Not a Security? Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon Steve Strazza Phil Pearlman Riley Rosebee

Finance expert Howard Lindzon, technical analyst JC Parets, and investment strategist Phil Pearlman discuss topics such as the greatest chart of the year, the influence of big tech companies, market performance and potential, and exciting trade opportunities. They also share food recommendations and emphasize the importance of spending time with loved ones.

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 Care About The Debt Ceiling? (19:17) Phil’s Final Debt  Take (21:31) Links Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee

On 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 Market (11:24) It’s More Than A “5 Stock Market” (13:16) The Bull Market Is Almost 1 (17:00) If The Economist Thinks “Peak China..?” (19:05) Phil Day Trades (20:00) “I’m Degenerate” (21:00) Persistent Negativity (21:17) AI Deserves Attention (22:11) Bitcoin + Tech (23:33) LVMH All-Time Highs, NBAs French First Pick? (26:32) What’s Happening In Miami (28:36) Dorsia Dining (28:59) DraftKings, Schwab of the Degenerates (30:18) Working Trends (32:34) Catering to the Mass is a Sh!t Business (34:20) Links 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://rosebee.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

On 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 (11:22) National Golf Day (15:10) Howard is Here! (17:33) Chart Art, TLDR (18:44) Howard’s Quick Take (19:40)  Strength in Select Tech (21:33) Kids Like AI (22:55)  Microsoft, AI, Crypto? (25:35) Market Leadership (26:58) Price Discovery (29:05)  Follow Smart People (30:22) Casino Check-Up (32:07) $PENN Plummets (32:50) San Diego v Scottsdale (37:23) Links Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee

On 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 Longest Days of the Year (12:40) Morning Sun (14:17) The Surge In Sugar (17:20) America’s Apple (19:33) Microsoft Moves on AI (20:40) Apple’s AI Play (21:42) France (22:50) Avoid — Shoulda, Coulda, Woulda (25:00) America is Underperforming (27:10) Apple vs. LVMH (30:00) Banks Consolidate (31:00) How to Invest in AI (32:40) The State of VC (32:49) Homebuilders At Highs (38:42) The People of Walmart (42:00) One More Chart (43:26) Links 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://rosebee.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

On 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 (11:14) The Rolling Recession (12:55) Risk Reduction (13:45) Going for Gold (14:30) Gold’s Record High (15:38) Gold + Silver Shine Bright (17:03) Health Care Catch Up (18:26) Merck (19:15) CBOE (20:05) Howie’s Breakout Trick (21:33) IBKR (21:46) It’s Been a Bull Market (22:55) Masters Week — The Par 3 Contest (23:22) Shoutout OOFOS (27:05) Americans Will Copy Louis Vuitton (28:32) DSTNC Preview (28:59) Phil’s Summer Reading Recommendations (31:35) “AIR” Review (37:20) Masters Picks (42:16) Links Mentioned The Masters Stocktwits DSTNC AIR | Official Trailer OOFOS Just Keep Buying The Richest Man In Babylon Shoe Dog: A Memoir by the Creator of NIKE How I Made $2,000,000 in the Stock Market Howard’s Blog JC’s Blog Pearl’s Prime Cuts Riley’s Blog Follow Us on Twitter Howard Lindzon JC Parets Phil Pearlman Riley Rosebee

On 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 Bull Steepener (6:28) No Flight to Safety (8:00) The World Didn’t End (9:59) Every Cycle is Different (11:15) Phil’s Spike Take (13:11) Novo Nordisk (13:34) Weight Watchers is Down Bad (15:48) McDonalds $200B Market Cap (17:25) The Degenerate Economy (18:09) Cal-Maine Foods Flies Near ATHs (20:25) Around the Horn on AI (21:15) AI is Cheap (22:22) The Confluence of Degeneracy and Machines (24:25) JC’s AI Applications (26:40) Great Technology is First a Toy (28:42) Nasdaq 7-Month Highs (30:48) Semiconductors are Strong (31:28) Entrepreneurship + AI (35:11) Foster Your Closest Relationships (35:58) More Links Wallstrip’s Mad Advice — https://youtu.be/d3OgvQ0cxjE?t=104  The Next Big Thing Will Look Like A Toy — https://cdixon.org/2010/01/03/the-next-big-thing-will-start-out-looking-like-a-toy Howard’s Blog — https://www.howardlindzon.com/   JC's Blog — https://allstarcharts.com/blog/   Pearl’s Blog — https://primecuts.substack.com/   Riley’s Blog — https://rosebee.beehiiv.com/   Follow Us on Twitter https://twitter.com/howardlindzon  https://twitter.com/ppearlman  https://twitter.com/allstarcharts https://twitter.com/be_rosebee

On 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 Are Dead (17:20) Creeping Towards Contagion  (17:50) Anger vs Fear (19:44) The Liquidity Crisis (21:07) Can JPMorgan Catch Down? (21:37) Small-Caps and Micro-Caps, Risk Off (22:48) It’s A Great Time To Build  (23:33) The Headlines Will Suck (24:11) Domain Experience (25:04) It’s Easy To Get Sidetracked (27:10) Filters Matter More Than Ever (30:08) When In Doubt, Zoom Out (32:24) Everybody’s Fighting (36:19) Phil’s Spring Prescription, Take A Morning Walk More Links Read Matt Lavine’s Latest — https://www.bloomberg.com/opinion/authors/ARbTQlRLRjE/matthew-s-levine  Howard’s Blog — https://www.howardlindzon.com/   JC's Blog — https://allstarcharts.com/blog/   Pearl’s Blog — https://primecuts.substack.com/   Riley’s Blog — https://rosebee.beehiiv.com/   Follow Us on Twitter https://twitter.com/howardlindzon  https://twitter.com/ppearlman  https://twitter.com/allstarcharts  https://twitter.com/be_rosebee