In 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
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P.S. Big things are coming for Trends With Friends! We’ve partnered with Pen Name Consulting, which is behind some of the biggest podcasts in the world. Stay tuned for some exciting updates. If you aren’t already, be sure to subscribe to Trends with Friends here https://www.howardlindzon.com/
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In this episode, the friends cover:
(00:00) Welcome to Trends with Friends
(03:08) Howard’s friend loses a finger to an alligator and how he’s planning revenge
(10:09) Vanguard market fund closes at an all-time high and it’s just not tech hitting ATHs
(13:45) Small-cap industrials also reaching all-time highs
(14:30) Our job is to form suspicion and invest accordingly and why sector rotation is important to pay attention
(17:47) MPC - JC’s stock pick
(19:20) The wild dreams JC is having
(20:34) Sector rotation and stock breakouts
(24:40) Analysis of the Russell 2000 and what makes up the index
(30:22) SMCI reaching ATH, the importance of having a journal, and Stocktwits analysis
(33:35) MMYT
(36:00) Why Phil loves social media
(38:48) Closing of Chinese ETFs (MCHI)
(42:33) Health talk: decreasing unforced errors
(46:57) JC meets Joe Weisenthal and talks gangster steak
(49:21) Luxury travel and dining
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Referenced:
FinChat.io — https://finchat.io/
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/
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Where To Find Howard and Friends:
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
