Join 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 Capital Wealth Advisors🔑 Brought to you by StocktwitsSlides: https://docs.google.com/presentation/...Key Topics Covered:Social VIX Hits All-Time High: Why retail investors are more fearful than everGold’s Explosive Run: What a 40% rally means for markets & why it’s only happened 5% of the timeDe-Globalization is Here: How tariffs, rare earths, and supply chain chaos are reshaping the economyEuropean Defense Stocks Boom: Why countries are rushing to rearm & how investors can play the trendThe Degenerate Economy Update: Tesla, Solana, Robinhood & DraftKings are getting hammered—what’s next?Waymo’s Self-Driving Takeover: How Google is making Uber & DoorDash nervousAI & Tech’s Uncertain Future: Nvidia, semiconductors, and whether the Mag 7 can still leadTrump & Musk’s Market Disruption: How their influence is rattling investors & reshaping finance
Chapters00:00 Introduction to Trends and Current Market Sentiment
06:09 The Launch of Social VIX and Its Implications
19:36 Understanding De-Globalization and Its Impact on Investments
31:17 Gold as a Safe Haven in a Changing World
41:46 Investing for the Future: A Long-Term Perspective
44:46 Navigating Market Trends: The Importance of Discipline
47:56 The Changing Landscape: Opportunities in Global Markets
52:42 Identifying Winning Investments: The Role of Research
57:48 The Shift in Market Dynamics: Embracing New Opportunities
01:01:44 The Future of Technology: AI and Market Adaptation
01:07:29 Waymo and the Future of Transportation
01:18:57 Self-Reliance in a Changing World: A Personal Approach
Where To Find Howard and Friends:
• Howard - https://stocktwits.com/howardlindzon
• Phil - https://stocktwits.com/ppearlman
• Michael Parekh - https://stocktwits.com/MParekh• Lewis Johnson - https://x.com/TrendsTailRisksDisclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/
